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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 %
LWMT
601
Legacy Wealth Management (Tennessee)
Tennessee
$773K +$34.9K +470 +5%
FBA
602
Front Barnett Associates
Illinois
$769K +$9.65K +130 +1%
SG
603
StoneX Group
New York
$765K +$245K +3,299 +47%
CWM
604
Concert Wealth Management
California
$753K -$148K -1,990 -16%
RWP
605
RWA Wealth Partners
Massachusetts
$744K +$21K +283 +3%
GP
606
Girard Partners
Pennsylvania
$739K +$742 +10 +0.1%
PIM
607
Penobscot Investment Management
Massachusetts
$738K +$76.8K +1,034 +12%
PG
608
Patten Group
Tennessee
$734K -$29.7K -400 -4%
PMFA
609
Plante Moran Financial Advisors
Michigan
$733K +$388K +5,229 +113%
SFA
610
Sequoia Financial Advisors
Ohio
$723K +$187K +2,514 +35%
APP
611
Avantax Planning Partners
Iowa
$720K +$64.4K +868 +10%
EWA
612
Exencial Wealth Advisors
Oklahoma
$711K +$16.5K +223 +2%
CCMD
613
Cypress Capital Management (Delaware)
Delaware
$711K +$711K +9,586 New
M
614
MOTCO
Texas
$710K +$297 +4 +0%
CB
615
Chemical Bank
Michigan
$707K +$1.93K +26 +0.3%
ANB
616
Amarillo National Bank
Texas
$702K – – –
BC
617
Bartlett & Co
Ohio
$700K – – –
MPM
618
Meritage Portfolio Management
Kansas
$692K – – –
BB
619
Busey Bank
Illinois
$690K -$37.2K -501 -5%
MLIC
620
Mandatum Life Insurance Company
Finland
$690K – – –
DDC
621
DF Dent & Co
Maryland
$683K – – –
PFS
622
Prospera Financial Services
Texas
$683K +$13K +175 +2%
TI
623
Truepoint Inc
Ohio
$674K -$631K -8,498 -48%
SNT
624
Security National Trust
West Virginia
$669K -$26.3K -355 -4%
MWAC
625
Mariner Wealth Advisors (Cincinnati)
Ohio
$669K +$228K +3,077 +52%
23 24
25
26 27