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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 %
PSUF
576
People's United Financial
Connecticut
$892K +$58.6K +790 +7%
FMWA
577
Forvis Mazars Wealth Advisors
Missouri
$891K -$7.87K -106 -0.9%
LWCFA
578
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$881K +$233K +3,138 +36%
RMDI
579
R.M. Davis Inc
Maine
$880K +$34.9K +470 +4%
CIAS
580
Capital Investment Advisory Services
North Carolina
$874K -$119K -1,604 -12%
TTWM
581
TCV Trust & Wealth Management
Virginia
$874K +$60.1K +810 +7%
CWM
582
Connecticut Wealth Management
Connecticut
$866K -$9.71K -130 -1%
RFS
583
Rockefeller Financial Services
New York
$848K – – –
CFA
584
Cahill Financial Advisors
Minnesota
$843K +$45.3K +610 +6%
BRF
585
B. Riley Financial
California
$836K +$582K +7,839 +229%
BHIA
586
Birch Hill Investment Advisors
Massachusetts
$833K -$10.4K -140 -1%
PPA
587
Parametric Portfolio Associates
Washington
$829K -$16.3K -219 -2%
FIM
588
Frontier Investment Management
Texas
$829K +$166K +2,238 +25%
BSWMG
589
Barrington Strategic Wealth Management Group
Illinois
$825K -$54.2K -730 -6%
PWW
590
Pettyjohn Wood & White
Virginia
$821K +$193K +2,604 +31%
PL
591
Plancorp LLC
Missouri
$818K – – –
FMW
592
Farr Miller & Washington
District of Columbia
$817K +$2.89K +39 +0.4%
Victory Capital Management
593
Victory Capital Management
Texas
$805K – – –
CFA
594
Carroll Financial Associates
North Carolina
$802K +$92.1K +1,225 +13%
SFI
595
SPC Financial Inc
Maryland
$799K +$196K +2,642 +33%
TIA
596
Tiemann Investment Advisors
California
$791K +$7.43K +100 +0.9%
MIC
597
Meridian Investment Counsel
California
$788K – – –
HCC
598
Hirtle Callaghan & Co
Pennsylvania
$788K +$742K +10,000 +1,629%
HS
599
Horan Securities
United States
$784K +$381K +5,115 +95%
IWMA
600
Ironwood Wealth Management (Arizona)
Arizona
$781K +$781K +10,518 New
22 23
24
25 26