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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 %
VCM
151
Vision Capital Management
Oregon
$17.7M -$593K -7,706 -3%
KA
152
Klingman & Associates
New York
$17.7M +$1.01M +13,144 +6%
Carson Wealth (CWM LLC)
153
Carson Wealth (CWM LLC)
Nebraska
$17.6M +$2.35M +30,543 +15%
HSA
154
HBK Sorce Advisory
Pennsylvania
$17.5M +$400K +5,195 +2%
LP
155
LGL Partners
Pennsylvania
$17.5M +$508K +6,595 +3%
PW
156
Price Wealth
Texas
$17.3M +$93.8K +1,218 +0.5%
KWMG
157
King Wealth Management Group
Florida
$17.3M -$55.2K -717 -0.3%
RWM
158
Rezny Wealth Management
Florida
$17.3M +$2.16M +28,092 +14%
PL
159
Polianta Ltd
Jersey
$17.2M +$2.7M +35,100 +19%
CA
160
Cornerstone Advisory
Maryland
$16.9M +$626K +8,132 +4%
GIM
161
Goelzer Investment Management
Indiana
$16.6M +$747K +9,700 +5%
GBT
162
Grove Bank & Trust
Florida
$16.6M +$3.15M +40,925 +23%
CPO
163
Cerity Partners OCIO
New York
$16.5M +$128K +1,663 +0.8%
NQWM
164
Northwest Quadrant Wealth Management
Oregon
$16.5M +$1.22M +15,856 +8%
FCBT
165
First Citizens Bank & Trust
North Carolina
$16.2M +$467K +6,058 +3%
CCA
166
Conservest Capital Advisors
Pennsylvania
$16.1M +$54K +701 +0.3%
WSFS
167
Wilmington Savings Fund Society
Delaware
$16M -$3.49M -45,255 -18%
HI
168
Hudock Inc
Pennsylvania
$15.9M -$1.79M -23,234 -10%
CB
169
Community Bank
New York
$15.9M -$131K -1,702 -0.8%
CCFCSB
170
Cape Cod Five Cents Savings Bank
Massachusetts
$15.7M -$819K -10,629 -5%
EVM
171
Eaton Vance Management
Massachusetts
$15.7M +$7.68M +99,710 +96%
Citigroup
172
Citigroup
New York
$15.6M -$2.25M -29,266 -13%
VC
173
Vestor Capital
Illinois
$15.5M +$490K +6,360 +3%
TCM
174
Twele Capital Management
Minnesota
$15.5M -$52.7K -684 -0.3%
WAM
175
Wallington Asset Management
Indiana
$15.5M -$183K -2,370 -1%
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