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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 %
TCM
276
Traynor Capital Management
Pennsylvania
$5.54M -$5.2M -74,474 -48%
HCP
277
Holt Capital Partners
Texas
$5.46M +$523K +7,565 +11%
HJA
278
Hugh Johnson Advisors
New York
$5.43M -$127K -1,839 -2%
BOTW
279
Bank of the West
California
$5.4M -$342K -4,948 -6%
I
280
IberiaBank
Louisiana
$5.38M +$4.08M +58,989 +314%
ODG
281
O'Dell Group
Ohio
$5.32M +$67.2K +971 +1%
Luther King Capital Management (LKCM)
282
Luther King Capital Management (LKCM)
Texas
$5.23M +$89.6K +1,296 +2%
FMC
283
First Merchants Corp
Indiana
$4.99M +$93.7K +1,355 +2%
WS
284
Wela Strategies
Georgia
$4.99M +$4.99M +72,116 New
Cerity Partners
285
Cerity Partners
New York
$4.95M +$4.95M +71,561 New
FWCM
286
Ferguson Wellman Capital Management
Oregon
$4.92M -$75.7K -1,094 -2%
BPB
287
Badgley, Phelps & Bell
Washington
$4.92M +$232K +3,350 +5%
JIP
288
Jaffetilchin Investment Partners
Florida
$4.87M +$3.5M +50,614 +256%
WT
289
Whittier Trust
California
$4.85M +$626K +9,055 +15%
GRP
290
Global Retirement Partners
California
$4.84M +$2.11M +30,528 +77%
AFP
291
Ausdal Financial Partners
Iowa
$4.82M -$2.04M -29,550 -30%
FCI
292
Financial Counselors Inc
Kansas
$4.8M -$75.8K -1,096 -2%
TIM
293
Tortoise Investment Management
New York
$4.74M +$209K +3,020 +5%
HMC
294
Harvard Management Company
Massachusetts
$4.65M +$4.65M +67,160 New
SG Americas Securities
295
SG Americas Securities
New York
$4.63M +$4.63M +67,009 New
CC
296
Courier Capital
New York
$4.57M +$899 +13 +0%
EC
297
Estate Counselors
Wisconsin
$4.52M +$657K +9,500 +17%
HPWM
298
Highland Private Wealth Management
Washington
$4.51M -$761K -11,005 -14%
BWA
299
BlueSky Wealth Advisors
North Carolina
$4.48M -$476K -6,885 -10%
SGK
300
Steigerwald Gordon & Koch
Virginia
$4.47M -$481K -7,001 -10%
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