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iShares Core S&P Small-Cap ETF
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Overview Fund Activity

941 hedge funds and large institutions have $20B invested in iShares Core S&P Small-Cap ETF in 2017 Q3 according to their latest regulatory filings, with 68 funds opening new positions, 464 increasing their positions, 291 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
941
Holders Change
+24
Holders Change %
+2.62%
% of All Funds
23.5%
Holding in Top 10
165
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+4.43%
% of All Funds
4.12%
New
68
Increased
464
Reduced
291
Closed
35
Calls
$31.1M
Puts
$14.1M
Net Calls
+$17M
Net Calls Change
+$7.24M

Top Buyers

1
BlackRock
BlackRock
New York
+$199M
2
Bank of America
Bank of America
North Carolina
+$122M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$121M
4
UBS Group
UBS Group
Switzerland
+$114M
5
SIM
Scottrade Investment Management
Missouri
+$104M

Top Sellers

1
HNB
Huntington National Bank
Ohio
-$118M
2
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
-$82.4M
3
Bessemer Group
Bessemer Group
New Jersey
-$81.3M
4
Wells Fargo
Wells Fargo
California
-$71.3M
5
Citigroup
Citigroup
New York
-$37.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
NCM
551
Novare Capital Management
North Carolina
$1.04M -$1.29M -17,360 -55%
PWMAG
552
Pinnacle Wealth Management Advisory Group
New Jersey
$1.03M +$124K +1,668 +14%
CIS
553
Connors Investor Services
Pennsylvania
$1.03M – – –
LIC
554
Lodestar Investment Counsel
Illinois
$1.03M -$100K -1,350 -9%
ECM
555
Evergreen Capital Management
Washington
$1.02M +$1.02M +13,736 New
SC
556
Savant Capital
Illinois
$1.02M -$594 -8 -0.1%
AFG
557
Arkansas Financial Group
Arkansas
$1.01M +$21.7K +293 +2%
AF
558
Arrow Financial
New York
$1.01M -$144K -1,936 -12%
DCM
559
Donaldson Capital Management
Indiana
$1M -$14.3K -193 -1%
AOWM
560
Alpha Omega Wealth Management
Virginia
$982K -$1.78K -24 -0.2%
PFM
561
Phillips Financial Management
Indiana
$982K – – –
LPIC
562
LeJeune Puetz Investment Counsel
Michigan
$955K -$85.2K -1,148 -8%
GEA
563
Glen Eagle Advisors
New Jersey
$955K -$890K -11,878 -48%
TH
564
TCTC Holdings
Texas
$952K -$37.1K -500 -4%
BSW
565
Buckingham Strategic Wealth
Missouri
$952K +$92.3K +1,244 +11%
Neuberger Berman Group
566
Neuberger Berman Group
New York
$949K +$88.7K +1,195 +10%
DE
567
Day & Ennis
Georgia
$945K +$125K +1,689 +15%
AIA
568
Allegis Investment Advisors
Idaho
$943K +$536K +7,218 +131%
AL
569
Aspiriant LLC
California
$942K +$187K +2,524 +25%
AWM
570
Avior Wealth Management
Nebraska
$940K +$49.2K +663 +6%
DY
571
Dowling & Yahnke
California
$923K -$12.6K -170 -1%
RCA
572
Rowland Carmichael Advisors
Arizona
$922K +$19K +256 +2%
AEPG
573
American Economic Planning Group
New Jersey
$922K +$26.7K +360 +3%
MFT
574
Moisand Fitzgerald Tamayo
Florida
$914K -$6.39K -86 -0.7%
LFPWM
575
Leicht Financial Planning & Wealth Management
New Jersey
$906K -$1.72M -23,086 -66%
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