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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 %
Principal Financial Group
176
Principal Financial Group
Iowa
$15.4M -$377K -4,900 -2%
FHB
177
First Hawaiian Bank
Hawaii
$15.1M -$72K -935 -0.5%
PWLP
178
Prio Wealth Limited Partnership
Massachusetts
$14.9M +$1.17M +15,245 +9%
CAL
179
Capital Analysts LLC
Pennsylvania
$14.8M +$341K +4,426 +2%
DADC
180
D.A. Davidson & Co
Montana
$14.6M +$554K +7,193 +4%
FDCC
181
Foster Dykema Cabot & Co
Massachusetts
$14.5M -$366K -4,753 -2%
HW
182
Hancock Whitney
Mississippi
$14.5M -$916K -11,891 -6%
PA
183
Planning Alternatives
Michigan
$14.3M -$6.12M -79,463 -30%
CHA
184
Cedar Hill Associates
Illinois
$14.3M +$1.57M +20,375 +12%
BMM
185
Buffington Mohr McNeal
Idaho
$14.1M -$38K -494 -0.3%
SFA
186
Stewardship Financial Advisors
Georgia
$14M -$266K -3,453 -2%
JFA
187
JNBA Financial Advisors
Minnesota
$13.9M -$1M -13,024 -7%
Brown Advisory
188
Brown Advisory
Maryland
$13.9M -$351K -4,564 -2%
CS
189
Comerica Securities
Michigan
$13.8M +$1.03M +13,324 +8%
TC
190
Trilogy Capital
California
$13.7M +$1.24M +16,146 +10%
I
191
IberiaBank
Louisiana
$13.5M +$506K +6,565 +4%
SMC
192
Smith, Moore & Co
Missouri
$13.4M +$63.5K +825 +0.5%
CAPTRUST Financial Advisors
193
CAPTRUST Financial Advisors
North Carolina
$13.3M +$1.32M +17,607 +11%
GG
194
Gofen & Glossberg
Illinois
$13.2M +$1.1M +14,312 +9%
BNP Paribas Financial Markets
195
BNP Paribas Financial Markets
France
$13.1M +$11.6M +150,168 +733%
DCM
196
DeGreen Capital Management
Arizona
$13.1M +$105K +1,368 +0.8%
SFS
197
Summit Financial Strategies
Ohio
$13.1M -$260K -3,380 -2%
FHA
198
First Horizon Advisors
Tennessee
$13M +$634K +8,111 +5%
BFO
199
Boston Family Office
Massachusetts
$13M -$650K -8,437 -5%
RCAG
200
Rehmann Capital Advisory Group
Michigan
$13M +$608K +7,899 +5%
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