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

Top Sellers

1
S
Schroders
United Kingdom
$264M
2
SIM
Sentry Investment Management
Wisconsin
$0
3
HNB
Huntington National Bank
Ohio
$129M
4
SAS
Sage Advisory Services
Texas
$69.1M
5
PV
Private Vista
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TL
401
TrueWealth LLC
Georgia
$3.65M +$3.65M +47,546 New
WA
402
WBH Advisory
Maryland
$3.6M +$35.9K +468 +1%
HH
403
Hilltop Holdings
Texas
$3.57M +$2.93M +38,169 +459%
RWG
404
Regal Wealth Group
California
$3.55M -$16.7K -218 -0.5%
NL
405
NVWM LLC
Pennsylvania
$3.54M +$3.54M +46,099 New
AC
406
Avestar Capital
New York
$3.53M +$3.53M +45,985 New
LFS
407
Lutz Financial Services
Nebraska
$3.52M +$3.52M +45,795 New
FTC
408
Farmers Trust Company
Ohio
$3.49M +$3.49M +45,402 New
CCM
409
Colorado Capital Management
Colorado
$3.48M +$265K +3,445 +8%
JCM
410
Janney Capital Management
Pennsylvania
$3.48M -$855K -11,130 -20%
NL
411
NWAM LLC
Washington
$3.44M -$123K -1,601 -3%
CPIG
412
Chicago Partners Investment Group
Illinois
$3.39M +$20K +260 +0.6%
QCG
413
Quadrant Capital Group
Ohio
$3.37M -$128K -1,679 -4%
LA
414
Lynch & Associates
Indiana
$3.32M +$108K +1,411 +3%
WI
415
Wintrust Investments
Illinois
$3.28M +$70.2K +914 +2%
MJRIC
416
Mogy Joel R Investment Counsel
California
$3.27M +$236K +3,075 +8%
JFGIW
417
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$3.25M +$1.99M +25,949 +158%
AIA
418
Arcadia Investment Advisors
Idaho
$3.25M +$3.25M +42,324 New
PAG
419
Private Advisory Group
Washington
$3.24M +$9.37K +122 +0.3%
LFAS
420
Level Four Advisory Services
Texas
$3.24M -$983K -12,804 -23%
PAG
421
Pinnacle Advisory Group
Maryland
$3.24M +$284K +3,697 +10%
MBT
422
Montecito Bank & Trust
California
$3.22M +$122K +1,583 +4%
PWAP
423
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$3.21M +$164K +2,139 +5%
LIM
424
Leavell Investment Management
Alabama
$3.19M -$213K -2,767 -6%
NF
425
Nikulski Financial
Iowa
$3.17M +$3.17M +41,275 New
15 16
17
18 19