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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 %
CA
376
Cynosure Advisors
Utah
$4.04M +$4.04M +52,564 New
FCAG
377
First Capital Advisors Group
New Jersey
$4.03M -$100K -1,306 -2%
CA
378
Clearstead Advisors
Ohio
$4.02M +$34K +443 +0.9%
BFO
379
Biltmore Family Office
North Carolina
$4M +$4M +52,127 New
CT
380
Coastline Trust
Rhode Island
$4M +$3.41M +44,378 +578%
MI
381
Moneywise Inc
Virginia
$3.98M +$49K +638 +1%
NEAM
382
New England Asset Management
Connecticut
$3.95M +$11.9K +155 +0.3%
GKWIM
383
Gerber Kawasaki Wealth & Investment Management
California
$3.94M +$534K +6,949 +16%
AC
384
Abbrea Capital
California
$3.92M +$841K +10,946 +27%
Schroder Investment Management Group
385
Schroder Investment Management Group
United Kingdom
$3.9M +$2.57M +33,426 +193%
NEGWA
386
New England Guild Wealth Advisors
Connecticut
$3.87M +$3.87M +50,319 New
SBWM
387
Sunflower Bank Wealth Management
Arizona
$3.85M +$156K +2,035 +4%
FT
388
Fiduciary Trust
Massachusetts
$3.82M +$787K +10,239 +26%
CG
389
CFO4Life Group
Texas
$3.82M +$151K +1,967 +4%
EFSCE
390
Enterprise Financial Services Corp (EFSC)
Missouri
$3.79M +$116K +1,505 +3%
PCM
391
Parsons Capital Management
Rhode Island
$3.79M -$99.3K -1,293 -3%
CIR
392
Clear Investment Research
Georgia
$3.78M -$56.1K -731 -1%
BWFA
393
Baltimore-Washington Financial Advisors
Maryland
$3.77M -$204K -2,654 -5%
WA
394
WealthTrust-Arizona
Arizona
$3.76M +$59.8K +779 +2%
ST
395
Smithfield Trust
Pennsylvania
$3.76M +$1.12M +14,629 +43%
SCA
396
Stokes Capital Advisors
South Carolina
$3.73M +$3.73M +48,521 New
LDB
397
Lee, Danner & Bass
Tennessee
$3.72M -$42.6K -555 -1%
MWM
398
Mascoma Wealth Management
New Hampshire
$3.68M +$267K +3,444 +8%
CB
399
Commerce Bank
Missouri
$3.67M +$7.14K +93 +0.2%
PFA
400
Pinnacle Family Advisors
Missouri
$3.66M +$127K +1,652 +4%
14 15
16
17 18