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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 %
BWA
551
BDO Wealth Advisors
Florida
$1.49M +$131K +1,705 +10%
SWA
552
Sutton Wealth Advisors
Florida
$1.48M +$35.2K +458 +2%
PFM
553
Parsec Financial Management
North Carolina
$1.48M +$21.2K +276 +1%
PAM
554
PVG Asset Management
Colorado
$1.48M +$1.48M +19,220 New
CCP
555
Cardan Capital Partners
Colorado
$1.47M +$84.4K +1,099 +6%
DWM
556
Dynasty Wealth Management
Florida
$1.47M +$1.47M +19,134 New
EIA
557
Edgemoor Investment Advisors
Maryland
$1.46M +$348K +4,420 +31%
RPG
558
Risk Paradigm Group
Texas
$1.45M +$25.6K +333 +2%
PIM
559
Parker Investment Management
California
$1.45M -$44.4K -579 -3%
RFO
560
RiverGlades Family Offices
Florida
$1.44M +$1.44M +18,748 New
MCWS
561
McKinley Carter Wealth Services
West Virginia
$1.44M -$203K -2,647 -12%
BJ
562
Brouwer & Janachowski
California
$1.44M -$34K -443 -2%
NA
563
NewEdge Advisors
Louisiana
$1.42M +$144K +1,846 +11%
LC
564
LCNB Corp
Ohio
$1.41M -$31.1K -405 -2%
OA
565
Outfitter Advisors
Virginia
$1.4M +$3.84K +50 +0.3%
BJL
566
Brighton Jones LLC
Washington
$1.4M +$33.1K +431 +2%
PL
567
Parthenon LLC
Kentucky
$1.39M -$768 -10 -0.1%
AW
568
ACG Wealth
Georgia
$1.37M +$56.1K +730 +4%
VDFA
569
Vickerman & Driscoll Financial Advisors
Washington
$1.36M +$1.36M +17,759 New
WT
570
Washington Trust
Rhode Island
$1.36M +$146K +1,896 +12%
FMII
571
Farmers & Merchants Investments Inc
Nebraska
$1.36M +$1.29M +16,822 +1,865%
IFWM
572
Institute for Wealth Management
Colorado
$1.36M +$1.36M +17,638 New
MHS
573
M Holdings Securities
Oregon
$1.35M +$1.35M +17,551 New
Lido Advisors
574
Lido Advisors
California
$1.34M -$10.1K -131 -0.7%
CBT
575
Central Bank & Trust
Kentucky
$1.34M -$35.3K -460 -3%
21 22
23
24 25