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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
+$115M
2
LPL Financial
LPL Financial
California
+$99.8M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$73.6M
4
Morgan Stanley
Morgan Stanley
New York
+$61.8M
5
USAA
United Services Automobile Association
Texas
+$41.1M

Top Sellers

1
S
Schroders
United Kingdom
-$235M
2
SIM
Sentry Investment Management
Wisconsin
-$153M
3
HNB
Huntington National Bank
Ohio
-$124M
4
SAS
Sage Advisory Services
Texas
-$70.1M
5
PV
Private Vista
Illinois
-$39.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
ECM
626
Evergreen Capital Management
Washington
$1.06M – – –
GEA
627
Glen Eagle Advisors
New Jersey
$1.05M +$66.4K +865 +7%
JA
628
JVL Associates
Michigan
$1.04M +$1.04M +13,594 New
AF
629
Arrow Financial
New York
$1.04M -$1.77K -23 -0.2%
EIA
630
Eldridge Investment Advisors
New Hampshire
$1.04M +$1.04M +13,470 New
SC
631
Savant Capital
Illinois
$1.04M -$14.3K -186 -1%
TFCP
632
Twin Focus Capital Partners
Massachusetts
$1.03M -$94.1K -1,225 -8%
BHIA
633
Birch Hill Investment Advisors
Massachusetts
$1.03M +$164K +2,130 +19%
SG
634
StoneX Group
New York
$1.02M +$232K +3,022 +29%
CAM
635
Congress Asset Management
Massachusetts
$1.01M -$106K -1,376 -9%
CFA
636
Carroll Financial Associates
North Carolina
$1.01M +$194K +2,522 +24%
DCM
637
Donaldson Capital Management
Indiana
$1.01M -$28.1K -366 -3%
AFP
638
Ausdal Financial Partners
Iowa
$1.01M +$339K +4,413 +50%
H
639
HoyleCohen
California
$1.01M +$1.01M +13,090 New
IWC
640
Integrated Wealth Concepts
Massachusetts
$1M +$1M +12,856 New
PFM
641
Phillips Financial Management
Indiana
$1M -$27.2K -349 -3%
NP
642
NorthRock Partners
Minnesota
$1M -$201K -2,610 -17%
AWM
643
Avior Wealth Management
Nebraska
$1M +$28.6K +372 +3%
FC
644
Ferris Capital
Massachusetts
$999K +$615K +8,000 +160%
AOWM
645
Alpha Omega Wealth Management
Virginia
$993K -$23K -300 -2%
BPCE
646
Bank Pictet & Cie (Europe)
Germany
$989K -$2.32M -30,220 -70%
TH
647
TCTC Holdings
Texas
$985K – – –
DE
648
Day & Ennis
Georgia
$984K +$5.92K +77 +0.6%
BSW
649
Buckingham Strategic Wealth
Missouri
$981K -$4.69K -61 -0.5%
AIG
650
American International Group
New York
$978K -$2.06M -26,800 -68%
24 25
26
27 28