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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 %
CPSAC
426
Chas P. Smith & Associates (CPS)
Florida
$3.17M +$135K +1,764 +4%
SIAM
427
Sterling Investment Advisors (Missouri)
Missouri
$3.16M -$60.4K -787 -2%
CFB
428
Cullen/Frost Bankers
Texas
$3.16M +$26.9K +350 +0.9%
Citadel Advisors
429
Citadel Advisors
Florida
$3.15M +$944K +12,287 +43%
WWM
430
Willingdon Wealth Management
North Carolina
$3.12M +$186K +2,419 +6%
KLI
431
Kelman-Lazarov Inc
Tennessee
$3.1M +$809K +10,531 +35%
MGIA
432
Moneta Group Investment Advisors
Missouri
$3.07M +$190K +2,470 +7%
TC
433
Trust Company
Kansas
$3.06M -$179K -2,332 -6%
PCM
434
Peak Capital Management
Colorado
$3.06M -$126K -1,702 -4%
CSM
435
CAMG Solamere Management
North Carolina
$3.06M +$142K +1,845 +5%
CWM
436
Cranbrook Wealth Management
Michigan
$3.04M +$274K +3,564 +10%
WP
437
WealthPLAN Partners
Nebraska
$3.04M -$212K -2,760 -7%
TCM
438
Telos Capital Management
California
$3.04M +$136K +1,768 +5%
CWM
439
Cahaba Wealth Management
Georgia
$3.02M +$396K +5,155 +15%
CFG
440
Citizens Financial Group
Rhode Island
$3.02M -$58.3K -759 -2%
FAIM
441
Financial Advocates Investment Management
Washington
$3M +$3M +39,119 New
ATC
442
Adirondack Trust Company
New York
$3M +$519K +6,760 +21%
BPC
443
Banque Pictet & Cie
Switzerland
$2.97M -$3.55M -46,220 -54%
KTM
444
Keeler Thomas Management
Utah
$2.97M +$2.97M +31,209 New
FFWA
445
FRG Family Wealth Advisors
Washington
$2.95M +$51.5K +671 +2%
NPF
446
Norris Perne & French
Michigan
$2.95M +$94.3K +1,227 +3%
SWM
447
Sequoia Wealth Management
Illinois
$2.93M +$2.93M +37,635 New
NDSI
448
Newman Dignan & Sheerar Inc
Rhode Island
$2.92M -$3.46K -45 -0.1%
CAI
449
Capital Advisors Inc
Oklahoma
$2.88M -$4.52M -58,788 -61%
CA
450
Continuum Advisory
Idaho
$2.85M +$368K +4,790 +15%
16 17
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