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iShares Core S&P Small-Cap ETF
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Overview Fund Activity

1,141 hedge funds and large institutions have $21.7B invested in iShares Core S&P Small-Cap ETF in 2018 Q1 according to their latest regulatory filings, with 88 funds opening new positions, 543 increasing their positions, 378 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,141
Holders Change
+28
Holders Change %
+2.52%
% of All Funds
26.19%
Holding in Top 10
193
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+1.05%
% of All Funds
4.43%
New
88
Increased
543
Reduced
378
Closed
50
Calls
$30.5M
Puts
$35.9M
Net Calls
-$5.34M
Net Calls Change
-$2.71M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$197M
2
NMIMC
Northwestern Mutual Investment Management Company
Wisconsin
+$162M
3
Bank of America
Bank of America
North Carolina
+$139M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$89.2M
5
UBS Group
UBS Group
Switzerland
+$49.8M

Top Sellers

1
S
Schroders
United Kingdom
-$264M
2
Wells Fargo
Wells Fargo
California
-$184M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$165M
4
HNB
Huntington National Bank
Ohio
-$129M
5
BlackRock
BlackRock
New York
-$121M
Name Holding Trade Value Shares
Change 		Shares
Change %
MCM
126
MAI Capital Management
Ohio
$22.2M +$911K +11,834 +4%
MIAN
127
Mariner Independent Advisor Network
Kansas
$22M +$11.4M +148,001 +108%
CW
128
Cobiz Wealth
Colorado
$21.6M +$717K +9,309 +3%
SWP
129
Stratos Wealth Partners
Ohio
$21.4M +$3.79M +49,155 +22%
IA
130
IFP Advisors
Florida
$21.3M – – –
AFG
131
Albion Financial Group
Utah
$20.8M +$577K +7,497 +3%
Fiera Capital (Canada)
132
Fiera Capital (Canada)
Quebec, Canada
$20.8M +$1.12M +14,607 +6%
CA
133
Cetera Advisors
Colorado
$20.5M -$4.91M -63,889 -19%
BHWM
134
Bar Harbor Wealth Management
New Hampshire
$20.3M -$112K -1,452 -0.5%
BBA
135
BLB&B Advisors
Pennsylvania
$20.2M +$3.04M +39,414 +18%
FNBOH
136
First National Bank of Hutchinson
Kansas
$20.1M -$1.4M -18,132 -6%
VR
137
Viridian RIA
Washington
$20.1M +$20.1M +260,756 New
Manulife (Manufacturers Life Insurance)
138
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$19.9M +$11.8M +152,979 +144%
Franklin Resources
139
Franklin Resources
California
$19.5M +$279K +3,620 +1%
BTS
140
BB&T Securities
Virginia
$19.4M +$1.08M +13,982 +6%
FLPIM
141
F.L. Putnam Investment Management
Massachusetts
$19.4M +$1.66M +21,594 +9%
CTC
142
Central Trust Company
Missouri
$19.1M -$377K -4,897 -2%
FAAS
143
First Allied Advisory Services
California
$18.9M -$1.26M -16,345 -6%
SGAM
144
Steinberg Global Asset Management
Florida
$18.8M -$138K -1,798 -0.7%
DWA
145
Divergent Wealth Advisors
Utah
$18.6M +$4.15M +53,843 +29%
ERSOT
146
Employees Retirement System of Texas
Texas
$18.5M +$18.5M +239,722 New
ECM
147
ETrade Capital Management
Virginia
$17.9M +$1.64M +21,354 +10%
BOS
148
Bank of Stockton
California
$17.9M -$318K -4,129 -2%
CGI
149
Cougar Global Investments
Ontario, Canada
$17.8M +$2.8M +36,317 +19%
TCOV
150
Trust Company of Vermont
Vermont
$17.7M +$112K +1,457 +0.6%
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