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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 %
PPFA
26
Provida Pension Fund Administrator
Chile
$174M +$2.82M +36,687 +2%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$170M +$9.05M +117,771 +6%
AA
28
Alesco Advisors
New York
$167M -$2.57M -33,473 -2%
RJFSA
29
Raymond James Financial Services Advisors
Florida
$137M +$21M +273,715 +18%
HTC
30
Haverford Trust Company
Pennsylvania
$135M +$5.18M +67,403 +4%
HNB
31
Huntington National Bank
Ohio
$129M -$124M – –
Bank of Montreal
32
Bank of Montreal
Ontario, Canada
$97.1M -$474K -6,177 -0.5%
Members Trust
33
Members Trust
Florida
$96.3M +$3.82M +49,693 +4%
Comerica Bank
34
Comerica Bank
Texas
$82.6M -$3.15M -39,450 -4%
LTFS
35
Ladenburg Thalmann Financial Services
Florida
$82.1M +$26.8M +349,030 +49%
AssetMark Inc
36
AssetMark Inc
California
$78.7M +$4.58M +59,617 +6%
CIA
37
Choate Investment Advisors
Massachusetts
$77.1M +$29.1M +378,989 +61%
Truist Financial
38
Truist Financial
North Carolina
$71.6M +$2.05M +26,669 +3%
CIBC Private Wealth Group
39
CIBC Private Wealth Group
Georgia
$71.1M -$3.58M -46,596 -5%
UB
40
UMB Bank
Missouri
$69.2M -$160K -2,079 -0.2%
SAS
41
Sage Advisory Services
Texas
$69.1M -$70.1M -912,982 -50%
AI
42
Atria Investments
North Carolina
$60.8M +$14.4M +187,016 +31%
Stifel Financial
43
Stifel Financial
Missouri
$55.7M +$7.28M +94,730 +15%
DWM
44
Destination Wealth Management
California
$54.4M -$465K -6,056 -0.8%
M&T Bank
45
M&T Bank
New York
$54.1M +$783K +10,196 +1%
Baird Financial Group
46
Baird Financial Group
Wisconsin
$54M +$4.16M +54,136 +8%
FI
47
FormulaFolio Investments
Michigan
$53.3M +$3.22M +41,947 +6%
GT
48
Greenleaf Trust
Michigan
$52.4M +$2.01M +26,172 +4%
AG
49
Advisor Group
Arizona
$51.8M +$10.1M +131,807 +24%
V
50
Veritable
Delaware
$50.2M +$26.5M +345,444 +112%
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