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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 %
SC
201
Stratford Consulting
Texas
$12.9M -$657K -8,534 -5%
AF
202
Ally Financial
Michigan
$12.9M +$2.85M +37,000 +28%
FWM
203
FFT Wealth Management
Pennsylvania
$12.8M +$175K +2,272 +1%
SIC
204
Shoker Investment Counsel
Ohio
$12.6M +$142K +1,838 +1%
FANJ
205
Financial Architects (New Jersey)
New Jersey
$12.6M +$462K +6,004 +4%
PCFFS
206
Pacific Center for Financial Services
California
$12.4M +$220K +2,851 +2%
CRC
207
Curi RMB Capital
Illinois
$12.3M +$2.48M +32,262 +25%
CCWA
208
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$12.3M +$1.52M +19,761 +14%
CPA
209
Capital Planning Advisors
California
$12.2M +$101K +1,313 +0.8%
PHAM
210
Palisades Hudson Asset Management
Florida
$11.9M +$310K +4,031 +3%
SBSB
211
Sullivan, Bruyette, Speros & Blaney
Virginia
$11.9M -$156K -2,028 -1%
PWAG
212
Polaris Wealth Advisory Group
California
$11.6M -$1.1M -14,252 -9%
GLA
213
Good Life Advisors
Pennsylvania
$11.5M +$483K +6,409 +4%
MMA
214
Miracle Mile Advisors
California
$11.4M -$400K -5,188 -3%
PA
215
Parallel Advisors
California
$11.2M +$5.02M +65,194 +81%
Geode Capital Management
216
Geode Capital Management
Massachusetts
$11M -$2.13M – –
TAT
217
TD Ameritrade Trust
Colorado
$11M -$940K -12,201 -8%
Prudential Financial
218
Prudential Financial
New Jersey
$10.9M +$1.71M +22,200 +19%
PMG
219
ProVise Management Group
Florida
$10.7M -$409K -5,311 -4%
RIA
220
Regal Investment Advisors
Michigan
$10.7M +$623K +8,086 +6%
EWM
221
Evermay Wealth Management
Virginia
$10.7M +$2.32M +30,167 +28%
WAM
222
Watermark Asset Management
California
$10.6M +$840K +10,906 +9%
RC
223
Randolph Company
Ohio
$10.6M +$987K +12,812 +10%
HFS
224
HL Financial Services
Kentucky
$10.4M +$10.4M +134,934 New
AWA
225
Alaska Wealth Advisors
Alaska
$10.4M -$1.61M -20,924 -13%
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