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

1,217 hedge funds and large institutions have $27.9B invested in iShares Core S&P Small-Cap ETF in 2018 Q3 according to their latest regulatory filings, with 84 funds opening new positions, 612 increasing their positions, 365 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,217
Holders Change
+32
Holders Change %
+2.7%
% of All Funds
27.87%
Holding in Top 10
225
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-0.88%
% of All Funds
5.15%
New
84
Increased
612
Reduced
365
Closed
44
Calls
$26M
Puts
$34.3M
Net Calls
-$8.26M
Net Calls Change
-$8.88M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$218M
2
BlackRock
BlackRock
New York
$691M
3
Bank of America
Bank of America
North Carolina
$2.45B
4
Ameriprise
Ameriprise
Minnesota
$836M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$477M

Top Sellers

1
NCM
Nelson Capital Management
California
$28.6M
2
State Street
State Street
Massachusetts
$0
3
HNB
Huntington National Bank
Ohio
$181M
4
PPFA
Provida Pension Fund Administrator
Chile
$17.8M
5
NMIMC
Northwestern Mutual Investment Management Company
Wisconsin
$93.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$2.45B +$120M +1,378,601 +5%
Wells Fargo
2
Wells Fargo
California
$2.19B +$86.3M +989,206 +4%
UBS Group
3
UBS Group
Switzerland
$1.48B +$20.1M +230,608 +1%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$1.42B -$20.8M -238,752 -1%
Morgan Stanley
5
Morgan Stanley
New York
$1.21B +$12.6M +144,271 +1%
Ameriprise
6
Ameriprise
Minnesota
$836M +$111M +1,148,631 +15%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$827M -$28.6M -327,767 -3%
BlackRock
8
BlackRock
New York
$691M +$175M +2,010,925 +34%
LPL Financial
9
LPL Financial
California
$602M +$88.8M +1,018,339 +17%
RJA
10
Raymond James & Associates
Florida
$556M +$41.9M +480,074 +8%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$477M +$103M +1,180,259 +28%
Northwestern Mutual Wealth Management
12
Northwestern Mutual Wealth Management
Wisconsin
$460M +$20.6M +235,925 +5%
PNC Financial Services Group
13
PNC Financial Services Group
Pennsylvania
$455M -$16.6M -189,756 -4%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$431M +$34.9M +400,471 +9%
US Bancorp
15
US Bancorp
Minnesota
$398M +$9.14M +104,713 +2%
Northern Trust
16
Northern Trust
Illinois
$358M +$24.9M +285,231 +7%
KeyBank National Association
17
KeyBank National Association
Ohio
$322M -$6.74M -77,220 -2%
Goldman Sachs
18
Goldman Sachs
New York
$308M +$8.89M +101,864 +3%
VA
19
Valmark Advisers
Ohio
$279M -$4.88M -55,920 -2%
Fifth Third Bancorp
20
Fifth Third Bancorp
Ohio
$277M +$30.9M +354,290 +13%
RFC
21
Regions Financial Corp
Alabama
$245M +$3.14M +35,993 +1%
RJFSA
22
Raymond James Financial Services Advisors
Florida
$244M +$37.3M +428,110 +18%
STMM
23
South Texas Money Management
Texas
$239M -$1.5M -17,160 -0.6%
CSIA
24
Charles Schwab Investment Advisory
California
$235M -$10.5M -120,197 -4%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$226M +$11.7M +134,573 +5%
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