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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 %
AEPG
651
American Economic Planning Group
New Jersey
$972K +$17.7K +231 +2%
DY
652
Dowling & Yahnke
California
$956K +$845 +11 +0.1%
SWP
653
Strategic Wealth Partners
Ohio
$951K +$951K +12,967 New
HH
654
HWG Holdings
Texas
$947K -$618K -8,040 -39%
AWP
655
Ascent Wealth Partners
New York
$939K +$400K +5,206 +74%
PL
656
Plancorp LLC
Missouri
$928K +$83.2K +1,084 +10%
TTWM
657
TCV Trust & Wealth Management
Virginia
$925K +$20.4K +266 +2%
Neuberger Berman Group
658
Neuberger Berman Group
New York
$924K -$57.7K -752 -6%
LFPWM
659
Leicht Financial Planning & Wealth Management
New Jersey
$922K -$26.3K -337 -3%
MFT
660
Moisand Fitzgerald Tamayo
Florida
$922K -$23.2K -302 -2%
PSUF
661
People's United Financial
Connecticut
$919K -$4.69K -61 -0.5%
CIAS
662
Capital Investment Advisory Services
North Carolina
$916K +$12.2K +159 +1%
LWCFA
663
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$912K – – –
RCA
664
Rowland Carmichael Advisors
Arizona
$909K -$46K -599 -5%
SQA
665
Simon Quick Advisors
New Jersey
$908K -$599K -7,614 -40%
SFI
666
SPC Financial Inc
Maryland
$900K +$73.5K +958 +9%
FNBOO
667
First National Bank of Omaha
Nebraska
$899K -$183K -2,380 -17%
PFS
668
Prospera Financial Services
Texas
$893K +$186K +2,424 +26%
FMWA
669
Forvis Mazars Wealth Advisors
Missouri
$889K -$32.6K -425 -4%
RMDI
670
R.M. Davis Inc
Maine
$884K -$26.6K -346 -3%
HS
671
Horan Securities
United States
$881K +$44.9K +564 +5%
PMFA
672
Plante Moran Financial Advisors
Michigan
$881K +$122K +1,587 +16%
CWM
673
Connecticut Wealth Management
Connecticut
$880K -$23.5K -301 -3%
TI
674
Truepoint Inc
Ohio
$879K +$181K +2,357 +26%
RFS
675
Rockefeller Financial Services
New York
$878K – – –
25 26
27
28 29