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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
+$143M
2
Bank of America
Bank of America
North Carolina
+$83.2M
3
Bessemer Group
Bessemer Group
New Jersey
+$76.1M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$71.8M
5
Goldman Sachs
Goldman Sachs
New York
+$67.2M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$1.09B
2
HNB
Huntington National Bank
Ohio
-$113M
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$35.2M
4
LPL Financial
LPL Financial
California
-$30M
5
CGI
Cougar Global Investments
Ontario, Canada
-$17.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
TCM
401
Telos Capital Management
California
$2.46M +$198K +2,820 +9%
LFPWM
402
Leicht Financial Planning & Wealth Management
New Jersey
$2.45M +$50.2K +721 +2%
PAG
403
Pinnacle Advisory Group
Maryland
$2.41M +$725K +10,340 +43%
MFP
404
Mosaic Financial Partners
California
$2.35M – – –
KL
405
KWMG LLC
Kansas
$2.31M -$47.7K -680 -2%
MAS
406
Managed Account Services
Florida
$2.31M +$182K +2,596 +9%
PGFC
407
Peapack-Gladstone Financial Corp
New Jersey
$2.31M – – –
BCMO
408
Buckingham Capital Management (Ohio)
Ohio
$2.3M +$64.7K +923 +3%
RPGK
409
Retirement Planning Group (Kansas)
Kansas
$2.29M -$114K -1,629 -5%
CWM
410
Cranbrook Wealth Management
Michigan
$2.29M +$162K +2,306 +8%
AC
411
Abbrea Capital
California
$2.26M +$95.9K +1,368 +4%
FHC
412
First Heartland Consultants
Missouri
$2.25M +$113K +1,605 +5%
CC
413
Cadinha & Co
Hawaii
$2.24M +$355K +5,068 +19%
ATC
414
Adirondack Trust Company
New York
$2.23M -$622K -8,868 -22%
PAMG
415
Patton Albertson Miller Group
Tennessee
$2.22M -$179K -2,528 -7%
PA
416
Pinnacle Associates
New York
$2.22M +$205K +2,927 +10%
CASB
417
Cape Ann Savings Bank
Massachusetts
$2.22M +$232K +3,315 +12%
MJRIC
418
Mogy Joel R Investment Counsel
California
$2.21M +$522K +7,448 +31%
FWM
419
Frontier Wealth Management
Missouri
$2.2M +$16.8K +240 +0.8%
GA
420
GFS Advisors
Texas
$2.2M +$111K +1,582 +5%
NCM
421
Novare Capital Management
North Carolina
$2.2M -$690K -9,840 -24%
RIG
422
Renaissance Investment Group
Massachusetts
$2.16M -$25.9K -370 -1%
EWA
423
EP Wealth Advisors
California
$2.11M +$2.11M +30,084 New
AMG
424
Asset Management Group
Connecticut
$2.09M -$58.5K -835 -3%
BG
425
Bahl & Gaynor
Ohio
$2.09M +$247K +3,519 +13%
15 16
17
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