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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 %
TPSF
501
Texas Permanent School Fund
Texas
$2.04M -$1.09M -14,200 -35%
Koshinski Asset Management
502
Koshinski Asset Management
Illinois
$2.04M +$15.6K +203 +0.8%
WTC
503
WhitTier Trust Company
Nevada
$2.03M +$191K +2,485 +10%
VIM
504
Vista Investment Management
Pennsylvania
$2.01M +$2.01M +26,139 New
DAS
505
Dynamic Advisor Solutions
Arizona
$2M +$2M +26,082 New
AIP
506
Ameritas Investment Partners
Nebraska
$1.99M -$2.13K -30 -0.1%
MFW
507
Mosaic Family Wealth
Missouri
$1.97M +$1.88M +24,420 +2,007%
BIM
508
Baldwin Investment Management
Pennsylvania
$1.91M – – –
TCOT
509
Trust Company of Toledo
Ohio
$1.9M – – –
First Trust Advisors
510
First Trust Advisors
Illinois
$1.9M +$87K +1,132 +5%
VWA
511
V Wealth Advisors
Kansas
$1.88M -$3.24M -41,148 -63%
APSP
512
Asset Planning Services (Pennsylvania)
Pennsylvania
$1.88M +$64.6K +841 +4%
FFBTD
513
First Financial Bank - Trust Division
Ohio
$1.88M +$299K +3,890 +19%
BWAM
514
Boyd Watterson Asset Management
Ohio
$1.87M – – –
WAG
515
Winthrop Advisory Group
Massachusetts
$1.84M +$1.84M +23,695 New
CA
516
Cambridge Advisors
Nebraska
$1.84M -$88.4K -1,150 -5%
CWM
517
Capital Wealth Management
Rhode Island
$1.82M +$1.82M +23,680 New
DWT
518
Dorsey & Whitney Trust
South Dakota
$1.82M – – –
PC
519
Port Capital
Illinois
$1.8M +$1.8M +23,455 New
CT
520
Cambridge Trust
Massachusetts
$1.8M -$22K -287 -1%
GTAM
521
Global Trust Asset Management
Florida
$1.8M +$1.8M +23,450 New
PI
522
PFS Investments
Georgia
$1.8M +$1.8M +22,471 New
AA
523
Advisory Alpha
Michigan
$1.79M -$9.79M -123,679 -85%
SCI
524
Stableford Capital II
Arizona
$1.77M +$1.77M +23,102 New
PP
525
PrairieView Partners
Minnesota
$1.77M +$1.77M +23,028 New
19 20
21
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