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

Top Sellers

1
Wells Fargo
Wells Fargo
California
$1.86B
2
HNB
Huntington National Bank
Ohio
$118M
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$287M
4
LPL Financial
LPL Financial
California
$224M
5
CGI
Cougar Global Investments
Ontario, Canada
$8.37M
Name Holding Trade Value Shares
Change 		Shares
Change %
WS
276
Wela Strategies
Georgia
$5.52M +$465K +6,627 +9%
NAM
277
NTV Asset Management
West Virginia
$5.46M -$394K -5,625 -7%
ODG
278
O'Dell Group
Ohio
$5.46M +$64.3K +917 +1%
HJA
279
Hugh Johnson Advisors
New York
$5.4M -$99.6K -1,421 -2%
BOTW
280
Bank of the West
California
$5.35M -$119K -1,691 -2%
AP
281
Agilis Partners
Massachusetts
$5.34M -$2.67M -38,136 -33%
PBO
282
Peoples Bank (Ohio)
Ohio
$5.34M -$277K -3,950 -5%
TIM
283
Tortoise Investment Management
New York
$5.34M +$533K +7,603 +11%
Luther King Capital Management (LKCM)
284
Luther King Capital Management (LKCM)
Texas
$5.33M +$29.3K +418 +0.6%
AF
285
Ally Financial
Michigan
$5.26M +$5.26M +75,000 New
FMC
286
First Merchants Corp
Indiana
$5.23M +$171K +2,432 +3%
LNC
287
Lincoln National Corp
Pennsylvania
$5.2M +$1.82M +25,945 +54%
Legal & General Group
288
Legal & General Group
United Kingdom
$5.14M -$1.83M -26,100 -26%
AIM
289
Advantage Investment Management
Iowa
$5M +$664K +9,464 +15%
FWCM
290
Ferguson Wellman Capital Management
Oregon
$4.99M -$5.96K -85 -0.1%
LNB
291
Ledyard National Bank
$4.92M +$507K +7,235 +11%
MSA
292
Mason Street Advisors
Wisconsin
$4.89M -$1.64M -23,454 -25%
FCAG
293
First Capital Advisors Group
New Jersey
$4.84M +$366K +5,221 +8%
WP
294
WealthSource Partners
California
$4.76M +$655K +9,348 +16%
BPCE
295
Bank Pictet & Cie (Europe)
Germany
$4.76M -$5.38M -76,680 -53%
GRP
296
Global Retirement Partners
California
$4.74M -$162K -2,306 -3%
HMC
297
Harvard Management Company
Massachusetts
$4.72M +$7.22K +103 +0.2%
WT
298
Whittier Trust
California
$4.67M -$245K -3,493 -5%
Manulife (Manufacturers Life Insurance)
299
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$4.63M +$2.83M +40,317 +157%
CC
300
Courier Capital
New York
$4.63M – – –
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