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

917 hedge funds and large institutions have $17.3B invested in iShares Core S&P Small-Cap ETF in 2017 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 435 increasing their positions, 276 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
917
Holders Change
+8
Holders Change %
+0.88%
% of All Funds
22.9%
Holding in Top 10
158
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-7.6%
% of All Funds
3.95%
New
71
Increased
435
Reduced
276
Closed
51
Calls
$24.2M
Puts
$14.4M
Net Calls
+$9.78M
Net Calls Change
+$5.02M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$851M
2
Bank of America
2
Bank of America
North Carolina
$1.36B
3
Bessemer Group
3
Bessemer Group
New Jersey
$109M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$350M
5
Goldman Sachs
5
Goldman Sachs
New York
$211M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$1.86B
2
HNB
2
Huntington National Bank
Ohio
$118M
3
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$287M
4
LPL Financial
4
LPL Financial
California
$224M
5
CGI
5
Cougar Global Investments
Ontario, Canada
$8.37M
Name Holding Trade Value Shares
Change 		Shares
Change %
PC
226
Premise Capital
Illinois
$7.75M +$87.7K +1,251 +1%
CFD
227
Creative Financial Designs
Indiana
$7.74M +$1.87M +26,726 +32%
HFS
228
HL Financial Services
Kentucky
$7.7M +$82.2K +1,173 +1%
CONA
229
Capital One National Association
New York
$7.68M +$3.72M +53,116 +94%
Mariner
230
Mariner
Kansas
$7.66M -$2.35M -33,460 -23%
WDL
231
Well Done LLC
Michigan
$7.64M +$542K +7,735 +8%
SAMC
232
Spectrum Asset Management (California)
California
$7.58M +$24.2K +345 +0.3%
I
233
IberiaBank
Louisiana
$7.52M +$2.06M +29,453 +38%
AA
234
Advisory Alpha
Michigan
$7.43M +$302K +4,303 +4%
CCM
235
Condor Capital Management
New Jersey
$7.38M -$126K -1,801 -2%
EVM
236
Eaton Vance Management
Massachusetts
$7.36M -$254K -3,622 -3%
CS
237
Credit Suisse
Switzerland
$7.31M +$6.82M +97,290 +1,408%
GBT
238
Grove Bank & Trust
Florida
$7.28M +$572K +8,157 +9%
BOH
239
Bank of Hawaii
Hawaii
$7.26M -$412K -5,875 -5%
SAM
240
Summit Asset Management
Tennessee
$7.15M +$118K +1,686 +2%
HSA
241
HBK Sorce Advisory
Pennsylvania
$7.15M +$416K +5,934 +6%
EWM
242
Evermay Wealth Management
Virginia
$6.97M -$8.69K -124 -0.1%
BL
243
BFSG LLC
California
$6.91M +$71.2K +1,015 +1%
GWM
244
Geneos Wealth Management
Colorado
$6.91M -$7.19M -102,564 -51%
CAI
245
Capital Advisors Inc
Oklahoma
$6.9M +$289K +4,123 +4%
GIA
246
GHP Investment Advisors
Colorado
$6.9M -$308K -4,398 -4%
JIC
247
Johnson Investment Counsel
Ohio
$6.83M +$8.55K +122 +0.1%
TWM
248
Torch Wealth Management
Ohio
$6.71M -$686K -9,783 -9%
Retirement Systems of Alabama
249
Retirement Systems of Alabama
Alabama
$6.71M – – –
HBT
250
Hills Bank & Trust
Iowa
$6.68M +$4.21K +60 +0.1%
8 9
10
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