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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 %
FWP
526
FAS Wealth Partners
Kansas
$1.74M +$24K +313 +1%
WA
527
Waverly Advisors
Alabama
$1.73M – – –
WP
528
WealthShield Partners
North Carolina
$1.73M +$1.73M +22,364 New
W
529
WealthShield
North Carolina
$1.73M +$1.73M +22,364 New
ACM
530
AUA Capital Management
Pennsylvania
$1.72M – – –
BRWA
531
B. Riley Wealth Advisors
Florida
$1.7M +$255K +3,318 +18%
SCA
532
Stillwater Capital Advisors
Pennsylvania
$1.69M +$101K +1,321 +6%
HWA
533
Heritage Way Advisors
Illinois
$1.69M -$3.38K -44 -0.2%
NCM
534
Narwhal Capital Management
Georgia
$1.68M +$22K +287 +1%
CCMG
535
Clark Capital Management Group
Pennsylvania
$1.67M -$132K -1,717 -7%
FPTW
536
Franklin, Parlapiano, Turner & Welch
Texas
$1.67M – – –
SXL
537
Summit X LLC
Missouri
$1.65M +$379K +4,894 +30%
AFNAS
538
American Financial Network Advisory Services
California
$1.64M +$171K +2,231 +12%
HB
539
Homrich & Berg
Georgia
$1.62M +$1.62M +21,104 New
TSWM
540
Triangle Securities Wealth Management
North Carolina
$1.62M +$190K +2,470 +13%
BWM
541
BerganKDV Wealth Management
Minnesota
$1.6M +$5.76K +75 +0.4%
BA
542
Ballew Advisors
Mississippi
$1.58M +$1.58M +20,579 New
DBRC
543
D.B. Root & Company
Pennsylvania
$1.58M +$1.58M +20,516 New
BNP Paribas Financial Markets
544
BNP Paribas Financial Markets
France
$1.57M +$1.57M +20,500 New
MSAM
545
Moloney Securities Asset Management
Missouri
$1.57M +$13K +169 +0.8%
ACM
546
Alpha Capital Management
Texas
$1.57M +$10.8K +141 +0.7%
MCM
547
Maple Capital Management
Vermont
$1.56M +$180K +2,350 +13%
ACP
548
Aveo Capital Partners
Colorado
$1.54M +$62.3K +811 +4%
FLA
549
Financial Life Advisors
Texas
$1.54M +$1.54M +20,035 New
AWA
550
Arete Wealth Advisors
Illinois
$1.5M -$80.5K -1,048 -5%
20 21
22
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