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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 %
NCM
451
Narwhal Capital Management
Georgia
$1.67M +$15K +214 +0.9%
DWT
452
Dorsey & Whitney Trust
South Dakota
$1.66M – – –
BWAM
453
Boyd Watterson Asset Management
Ohio
$1.65M +$76.4K +1,090 +5%
WTC
454
WhitTier Trust Company
Nevada
$1.63M +$769K +10,977 +90%
APSP
455
Asset Planning Services (Pennsylvania)
Pennsylvania
$1.6M +$11.4K +162 +0.7%
ACM
456
AUA Capital Management
Pennsylvania
$1.57M +$67.3K +960 +4%
EFS
457
Essex Financial Services
Connecticut
$1.57M +$208K +2,969 +15%
William Blair & Company
458
William Blair & Company
Illinois
$1.56M +$52.8K +753 +4%
FWP
459
FAS Wealth Partners
Kansas
$1.54M -$41.2K -587 -3%
EDRIA
460
Edmonds Duncan Registered Investment Advisors
Kansas
$1.53M +$114K +1,632 +8%
FPTW
461
Franklin, Parlapiano, Turner & Welch
Texas
$1.52M – – –
AWA
462
Arete Wealth Advisors
Illinois
$1.5M +$456K +6,504 +44%
HWA
463
Heritage Way Advisors
Illinois
$1.5M +$547K +7,805 +57%
CBT
464
Central Bank & Trust
Kentucky
$1.5M -$150K -2,137 -9%
MSAM
465
Moloney Securities Asset Management
Missouri
$1.49M +$124K +1,770 +9%
Citadel Advisors
466
Citadel Advisors
Florida
$1.48M +$1.48M +21,146 New
CHA
467
Cedar Hill Associates
Illinois
$1.46M – – –
ACM
468
Alpha Capital Management
Texas
$1.44M +$1.44M +20,550 New
NP
469
NorthRock Partners
Minnesota
$1.42M -$1.2M -17,110 -46%
ALIONA
470
Allianz Life Insurance of North America
Minnesota
$1.41M +$166K +2,378 +13%
CSM
471
CAMG Solamere Management
North Carolina
$1.41M +$168K +2,390 +13%
GG
472
GenWealth Group
New Jersey
$1.41M +$1.41M +20,115 New
BAAM
473
Baker Avenue Asset Management
California
$1.41M -$267K -3,815 -16%
SCA
474
Stillwater Capital Advisors
Pennsylvania
$1.38M +$123K +1,757 +10%
MCTIC
475
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$1.35M -$1.44M – –
17 18
19
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