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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
1
Fidelity Investments
Massachusetts
$851M
2
Bank of America
2
Bank of America
North Carolina
$1.36B
3
Bessemer Group
3
Bessemer Group
New Jersey
$109M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$350M
5
Goldman Sachs
5
Goldman Sachs
New York
$211M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$1.86B
2
HNB
2
Huntington National Bank
Ohio
$118M
3
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$287M
4
LPL Financial
4
LPL Financial
California
$224M
5
CGI
5
Cougar Global Investments
Ontario, Canada
$8.37M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIM
26
Sentry Investment Management
Wisconsin
$135M +$2.61M +37,283 +2%
SMM
27
Stadion Money Management
Georgia
$133M -$7.38M -105,208 -5%
HNB
28
Huntington National Bank
Ohio
$118M -$113M -604,392 Closed
PPFA
29
Provida Pension Fund Administrator
Chile
$110M +$43M +614,000 +64%
Bessemer Group
30
Bessemer Group
New Jersey
$109M +$76.1M +1,085,381 +230%
Public Sector Pension Investment Board (PSP Investments)
31
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$101M +$7.01M +100,000 +7%
RJFSA
32
Raymond James Financial Services Advisors
Florida
$95.4M +$9.3M +132,677 +11%
Bank of Montreal
33
Bank of Montreal
Ontario, Canada
$88.7M +$4.87M +69,524 +6%
HTC
34
Haverford Trust Company
Pennsylvania
$88.4M +$1.56M +22,258 +2%
Members Trust
35
Members Trust
Florida
$82.5M +$1.89M +26,901 +2%
Comerica Bank
36
Comerica Bank
Texas
$78.2M -$3.76M -52,700 -5%
Truist Financial
37
Truist Financial
North Carolina
$63.5M +$4.75M +67,715 +8%
UB
38
UMB Bank
Missouri
$63.2M +$961K +13,711 +2%
CIBC Private Wealth Group
39
CIBC Private Wealth Group
Georgia
$57.7M -$462K -6,583 -0.8%
LTFS
40
Ladenburg Thalmann Financial Services
Florida
$50.3M -$1.86M -26,474 -4%
Citigroup
41
Citigroup
New York
$50M -$13.8M -196,807 -22%
WCF
42
West Coast Financial
California
$49.9M +$3.38M +48,269 +7%
DWM
43
Destination Wealth Management
California
$49.5M +$373K +5,318 +0.8%
M&T Bank
44
M&T Bank
New York
$48.4M -$413K -5,888 -0.8%
PAG
45
Private Advisor Group
New Jersey
$46.1M -$7.08M -101,553 -13%
Baird Financial Group
46
Baird Financial Group
Wisconsin
$45M +$1.34M +19,110 +3%
SB
47
Suntrust Banks
Georgia
$43.8M +$6.43M +91,686 +17%
Stifel Financial
48
Stifel Financial
Missouri
$43.8M +$4.06M +57,816 +10%
GT
49
Greenleaf Trust
Michigan
$42.2M +$11M +157,426 +35%
SAS
50
Sage Advisory Services
Texas
$40.7M +$40.7M +580,006 New
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