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

909 hedge funds and large institutions have $17.8B invested in iShares Core S&P Small-Cap ETF in 2017 Q1 according to their latest regulatory filings, with 97 funds opening new positions, 411 increasing their positions, 297 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
909
Holders Change
+41
Holders Change %
+4.72%
% of All Funds
22.66%
Holding in Top 10
171
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+5.56%
% of All Funds
4.26%
New
97
Increased
411
Reduced
297
Closed
42
Calls
$16.1M
Puts
$11.4M
Net Calls
+$4.76M
Net Calls Change
-$5.25M

Top Buyers

1
BlackRock
BlackRock
New York
$334M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$698M
3
Bank of America
Bank of America
North Carolina
$1.26B
4
RJA
Raymond James & Associates
Florida
$300M
5
Wells Fargo
Wells Fargo
California
$2.9B

Top Sellers

1
VC
Vicus Capital
Pennsylvania
$21.1M
2
VA
Valmark Advisers
Ohio
$274M
3
Bessemer Group
Bessemer Group
New Jersey
$32.7M
4
Baird Financial Group
Baird Financial Group
Wisconsin
$43M
5
CC
Cadinha & Co
Hawaii
$1.86M
Name Holding Trade Value Shares
Change 		Shares
Change %
AP
226
Agilis Partners
Massachusetts
$7.91M +$2.73M +39,403 +53%
JCM
227
Janney Capital Management
Pennsylvania
$7.84M -$2.62M -37,877 -25%
PC
228
Premise Capital
Illinois
$7.7M -$13.8M -196,320 -64%
BOH
229
Bank of Hawaii
Hawaii
$7.57M +$3.7M +53,445 +96%
HighTower Advisors
230
HighTower Advisors
Illinois
$7.55M -$14M -203,333 -65%
HFS
231
HL Financial Services
Kentucky
$7.52M +$3.99M +57,654 +113%
BWL
232
Bogart Wealth LLC
Virginia
$7.51M -$4.21M -60,834 -36%
EVM
233
Eaton Vance Management
Massachusetts
$7.51M -$268K -3,873 -3%
SAMC
234
Spectrum Asset Management (California)
California
$7.46M -$155K -2,235 -2%
CCM
235
Condor Capital Management
New Jersey
$7.41M -$48.6K -703 -0.7%
TWM
236
Torch Wealth Management
Ohio
$7.29M -$327K -4,730 -4%
FLPIM
237
F.L. Putnam Investment Management
Massachusetts
$7.2M +$688K +9,942 +11%
GIA
238
GHP Investment Advisors
Colorado
$7.11M -$24.6K -355 -0.3%
AA
239
Advisory Alpha
Michigan
$7.03M -$6.73M -97,339 -49%
WDL
240
Well Done LLC
Michigan
$7.01M +$1.99M +28,730 +40%
SAM
241
Summit Asset Management
Tennessee
$6.94M +$6.17M +89,202 +803%
OC
242
Oppenheimer & Co
New York
$6.91M -$298K -4,305 -4%
EWM
243
Evermay Wealth Management
Virginia
$6.88M -$496K -7,173 -7%
Legal & General Group
244
Legal & General Group
United Kingdom
$6.88M -$152K -2,200 -2%
BL
245
BFSG LLC
California
$6.75M +$6.75M +97,567 New
JIC
246
Johnson Investment Counsel
Ohio
$6.73M -$66.5K -961 -1%
HSA
247
HBK Sorce Advisory
Pennsylvania
$6.64M +$1.35M +19,560 +26%
GLA
248
Good Life Advisors
Pennsylvania
$6.63M +$1.45M +21,627 +28%
GBT
249
Grove Bank & Trust
Florida
$6.62M +$245K +3,543 +4%
Retirement Systems of Alabama
250
Retirement Systems of Alabama
Alabama
$6.61M – – –
8 9
10
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