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

1,113 hedge funds and large institutions have $21.4B invested in iShares Core S&P Small-Cap ETF in 2017 Q4 according to their latest regulatory filings, with 210 funds opening new positions, 473 increasing their positions, 315 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,113
Holders Change
+172
Holders Change %
+18.28%
% of All Funds
25.28%
Holding in Top 10
191
Holding in Top 10 Change
+26
Holding in Top 10 Change %
+15.76%
% of All Funds
4.34%
New
210
Increased
473
Reduced
315
Closed
28
Calls
$28.3M
Puts
$30.9M
Net Calls
-$2.64M
Net Calls Change
-$19.7M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$1.73B
2
LPL Financial
2
LPL Financial
California
$347M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$1.13B
4
Morgan Stanley
4
Morgan Stanley
New York
$945M
5
USAA
5
United Services Automobile Association
Texas
$41.1M

Top Sellers

1
S
1
Schroders
United Kingdom
$264M
2
SIM
2
Sentry Investment Management
Wisconsin
$0
3
HNB
3
Huntington National Bank
Ohio
$129M
4
SAS
4
Sage Advisory Services
Texas
$69.1M
5
PV
5
Private Vista
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
JIC
276
Johnson Investment Counsel
Ohio
$7.58M +$149K +1,942 +2%
LSERS
277
Louisiana State Employees Retirement System
Louisiana
$7.53M -$1.87M -24,400 -20%
HBT
278
Hills Bank & Trust
Iowa
$7.52M +$173K +2,258 +2%
VWM
279
Venturi Wealth Management
Texas
$7.45M +$1.45M +18,874 +24%
B
280
Bailard
California
$7.4M -$95.5K -1,244 -1%
AWM
281
Avondale Wealth Management
Texas
$7.37M +$7.37M +95,928 New
TWM
282
Torch Wealth Management
Ohio
$7.35M +$24.4K +318 +0.3%
Retirement Systems of Alabama
283
Retirement Systems of Alabama
Alabama
$7.35M – – –
VFA
284
Valeo Financial Advisors
Indiana
$7.34M +$2.85M +37,059 +63%
BL
285
BFSG LLC
California
$7.31M -$179K -2,335 -2%
GIA
286
GHP Investment Advisors
Colorado
$7.28M -$38.1K -496 -0.5%
BOH
287
Bank of Hawaii
Hawaii
$7.17M -$785K -10,215 -10%
GRP
288
Global Retirement Partners
California
$7.14M +$1.62M +21,139 +29%
Rafferty Asset Management
289
Rafferty Asset Management
New York
$7.08M +$7.08M +92,200 New
AP
290
Advisors Preferred
Maryland
$6.95M +$6.95M +90,469 New
LFS
291
Legacy Financial Strategies
Kansas
$6.87M +$6.87M +89,452 New
BFM
292
Boston Financial Management
Massachusetts
$6.83M -$97.8K -1,273 -1%
NC
293
NewSquare Capital
Pennsylvania
$6.8M -$3.4M -44,288 -33%
RWM
294
RKL Wealth Management
Pennsylvania
$6.75M +$2.09M +27,188 +45%
SS
295
Simplicity Solutions
Minnesota
$6.74M +$5.21M +67,856 +342%
RAM
296
Riggs Asset Management
Pennsylvania
$6.72M +$6.72M +87,437 +291,457%
LNB
297
Ledyard National Bank
$6.64M +$260K +3,389 +4%
PWA
298
Peterson Wealth Advisors
Utah
$6.63M +$6.63M +86,325 New
Cerity Partners
299
Cerity Partners
New York
$6.53M +$122K +1,586 +2%
WI
300
WrapManager Inc
California
$6.53M -$105K -1,365 -2%
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