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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 %
IF
301
Ironwood Financial
Arizona
$6.53M +$43.9K +571 +0.7%
AWM
302
Altium Wealth Management
New York
$6.52M +$6.52M +84,869 New
AWM
303
AE Wealth Management
Kansas
$6.43M +$1.74M +22,590 +37%
HCP
304
Holt Capital Partners
Texas
$6.41M +$56.1K +730 +0.9%
JWBC
305
J.W. Burns & Co
New York
$6.35M +$46.5K +605 +0.7%
NAM
306
NTV Asset Management
West Virginia
$6.35M +$469K +6,100 +8%
SBL
307
Sargent Bickham Lagudis
Colorado
$6.26M +$183K +2,383 +3%
AIM
308
Advantage Investment Management
Iowa
$6.2M +$51K +664 +0.8%
PA
309
Parallel Advisors
California
$6.18M +$1.03M +13,396 +20%
WP
310
WealthSource Partners
California
$6.14M +$343K +4,459 +6%
TYCC
311
Texas Yale Capital Corp
Florida
$6.1M -$269K -3,500 -4%
TCM
312
Traynor Capital Management
Pennsylvania
$6.09M +$207K +2,694 +4%
ODG
313
O'Dell Group
Ohio
$6.01M -$74K -963 -1%
FPGK
314
Financial Partners Group (Kansas)
Kansas
$5.99M +$5.99M +77,946 New
Legal & General Group
315
Legal & General Group
United Kingdom
$5.96M – – –
HJA
316
Hugh Johnson Advisors
New York
$5.89M -$47.3K -616 -0.8%
TIM
317
Tortoise Investment Management
New York
$5.86M -$999 -13 -0%
WT
318
Whittier Trust
California
$5.82M +$701K +9,124 +14%
FHA
319
Flagship Harbor Advisors
Massachusetts
$5.82M +$40.8K +524 +0.7%
LRIA
320
Leonard Rickey Investment Advisors
Washington
$5.77M +$5.77M +75,076 New
SFS
321
Sowell Financial Services
Arkansas
$5.74M -$4.29M -54,314 -43%
SHIM
322
Stone House Investment Management
Pennsylvania
$5.7M +$1.52M +19,843 +36%
IWA
323
Independence Wealth Advisors
Virginia
$5.61M +$5.61M +73,079 New
LI
324
LVZ Inc
Michigan
$5.53M +$131K +1,700 +2%
DLHL
325
Donald L. Hagan LLC
Florida
$5.51M +$5.29M +68,876 +2,453%
11 12
13
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