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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 %
WA
326
WealthTrust-Arizona
Arizona
$3.81M -$23.8K -339 -0.6%
BCM
327
Boltwood Capital Management
California
$3.8M – – –
EA
328
Elm Advisors
California
$3.8M – – –
FNBT
329
FineMark National Bank & Trust
Florida
$3.76M +$160K +2,282 +4%
SHIM
330
Stone House Investment Management
Pennsylvania
$3.69M +$116K +1,651 +3%
PCM
331
Parsons Capital Management
Rhode Island
$3.69M -$51.2K -731 -1%
TCM
332
Towercrest Capital Management
Pennsylvania
$3.68M -$189K -2,690 -5%
BAS
333
Brown Advisory Securities
Maryland
$3.68M +$222K +3,161 +6%
BRM
334
Boston Research & Management
Massachusetts
$3.67M +$84.4K +1,204 +2%
BCM
335
Barometer Capital Management
Ontario, Canada
$3.63M +$1.24M +17,700 +52%
RCG
336
Ruggie Capital Group
Florida
$3.62M +$259K +3,702 +8%
NL
337
NWAM LLC
Washington
$3.62M +$1.72M +24,583 +91%
TC
338
Trust Company
Kansas
$3.6M -$191K -2,725 -5%
NEAM
339
New England Asset Management
Connecticut
$3.59M +$11.7K +167 +0.3%
EFSCE
340
Enterprise Financial Services Corp (EFSC)
Missouri
$3.58M -$41.3K -589 -1%
CIR
341
Clear Investment Research
Georgia
$3.57M +$84.5K +1,206 +2%
MI
342
Moneywise Inc
Virginia
$3.55M +$6.1K +87 +0.2%
BHB
343
Bank Hapoalim BM
Israel
$3.54M -$37.2K -530 -1%
Cetera Investment Advisers
344
Cetera Investment Advisers
Illinois
$3.52M +$971K +13,831 +38%
TG
345
Threshold Group
Washington
$3.5M -$4.42K -63 -0.1%
QCG
346
Quadrant Capital Group
Ohio
$3.5M -$376K -5,402 -10%
AWM
347
AE Wealth Management
Kansas
$3.46M +$282K +4,016 +9%
PA
348
Parallel Advisors
California
$3.45M +$467K +6,597 +16%
LDB
349
Lee, Danner & Bass
Tennessee
$3.44M -$5.26K -75 -0.2%
SBWM
350
Sunflower Bank Wealth Management
Arizona
$3.43M -$3.14M -44,734 -48%
12 13
14
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