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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 %
BBHC
676
Brown Brothers Harriman & Co
New York
$540K – – –
ZB
677
Zions Bancorporation
Utah
$540K +$510K +6,877 +1,677%
IC
678
Intersect Capital
California
$535K – – –
NGA
679
Naples Global Advisors
Florida
$531K +$11.1K +150 +2%
BOS
680
Bingham Osborn & Scarborough
California
$531K +$71.5K +964 +16%
KIA
681
KCM Investment Advisors
California
$528K +$6.24K +84 +1%
GMA
682
Goldstein Munger & Associates
California
$527K – – –
SCM
683
Sterling Capital Management
North Carolina
$526K +$289K +3,894 +122%
CWM
684
Calamos Wealth Management
Illinois
$525K -$5.2K -70 -1%
AWP
685
Ascent Wealth Partners
New York
$521K +$521K +7,020 New
TD Asset Management
686
TD Asset Management
Ontario, Canada
$516K +$37.7K +649 +8%
PP
687
Palladium Partners
Virginia
$507K +$297 +4 +0.1%
LCC
688
Lincoln Capital Corp
Rhode Island
$505K – – –
NSB
689
Norway Savings Bank
Maine
$497K -$2.6K -35 -0.5%
DSC
690
Duncker Streett & Co
Missouri
$496K -$33K -445 -6%
HCM
691
Harvest Capital Management
New Hampshire
$494K – – –
VCM
692
Vivaldi Capital Management
Illinois
$492K -$135K -1,821 -22%
OMC
693
Overbrook Management Corp
New York
$488K -$16.2K -218 -3%
RWA
694
Ropes Wealth Advisors
Massachusetts
$488K – – –
CCP
695
Corient Capital Partners
California
$481K +$481K +6,486 New
NAM
696
North American Management
Massachusetts
$479K -$113K -1,516 -19%
FFW
697
Fusion Family Wealth
New York
$478K -$133K -1,794 -22%
AF
698
Alerus Financial
North Dakota
$475K +$475K +6,404 New
BFA
699
Bragg Financial Advisors
North Carolina
$473K – – –
ST
700
Sageworth Trust
Pennsylvania
$471K – – –
26 27
28
29 30