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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 %
TI
651
Telemetry Investments
New York
$594K +$594K +8,000 New
SFM
652
Signature Financial Management
Virginia
$593K +$364K +4,906 +159%
DHFB
653
Dixon Hubard Feinour & Brown
Virginia
$593K +$593K +7,994 New
CCM
654
Coldstream Capital Management
Washington
$590K +$147K +1,975 +33%
BA
655
BKS Advisors
Michigan
$588K -$10.8K -146 -2%
HS
656
Huntington Steele
Pennsylvania
$586K +$261K +3,512 +80%
SEI Investments
657
SEI Investments
Pennsylvania
$585K +$184K +2,474 +46%
MWM
658
Meridian Wealth Management
Kentucky
$579K -$88.7K -1,194 -13%
SWM
659
SigFig Wealth Management
California
$576K +$576K +7,756 New
FIB
660
First Interstate Bank
Montana
$572K +$44.5K +600 +8%
MCM
661
Mitchell Capital Management
Kansas
$571K +$7.64K +103 +1%
CT
662
Coastline Trust
Rhode Island
$570K – – –
ACI
663
Alpha Cubed Investments
California
$569K +$88.3K +1,189 +18%
PFGIA
664
Patriot Financial Group Insurance Agency
Massachusetts
$561K +$53.6K +717 +11%
BFA
665
Beaumont Financial Advisors
Massachusetts
$559K -$152K -2,043 -21%
CCM
666
Coe Capital Management
Illinois
$554K +$48.2K +650 +10%
NSIM
667
North Star Investment Management
Illinois
$551K -$7.42K -100 -1%
CI
668
Cigna Investments
Connecticut
$550K +$9.65K +130 +2%
DIA
669
Dana Investment Advisors
Wisconsin
$550K +$30.6K +412 +6%
SWM
670
Stockman Wealth Management
Montana
$550K +$550K +7,406 New
SSWM
671
Smith Salley Wealth Management
North Carolina
$548K -$37.7K -508 -6%
MC
672
Moors & Cabot
Massachusetts
$547K +$33.1K +445 +6%
FPCP
673
Fort Point Capital Partners
California
$544K -$6.24K -84 -1%
BCM
674
Brookmont Capital Management
Texas
$544K +$27.4K +370 +5%
PS
675
Portfolio Solutions
Michigan
$542K -$28.1K -378 -5%
25 26
27
28 29