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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 %
PGA
676
Premia Global Advisors
Florida
$876K +$876K +11,563 New
EWF
677
Epstein & White Financial
California
$873K +$873K +10,962 New
CIBC World Market
678
CIBC World Market
Ontario, Canada
$871K +$188K +2,446 +28%
FMW
679
Farr Miller & Washington
District of Columbia
$868K +$21.6K +281 +3%
CFA
680
Cahill Financial Advisors
Minnesota
$866K -$5.92K -77 -0.7%
BRF
681
B. Riley Financial
California
$859K -$6.46K -84 -0.7%
HIC
682
Holderness Investments Company
North Carolina
$845K +$200K +2,600 +31%
FBA
683
Front Barnett Associates
Illinois
$838K +$42.2K +550 +5%
S
684
SignatureFD
Georgia
$834K +$536K +6,979 +180%
Victory Capital Management
685
Victory Capital Management
Texas
$833K – – –
KWM
686
Kingsview Wealth Management
Oregon
$830K +$378K +4,921 +84%
TIA
687
Tiemann Investment Advisors
California
$828K +$9.53K +124 +1%
DIA
688
Dana Investment Advisors
Wisconsin
$821K +$252K +3,278 +44%
MIC
689
Meridian Investment Counsel
California
$816K – – –
BCA
690
Berman Capital Advisors
Georgia
$816K +$816K +10,625 New
HCC
691
Hirtle Callaghan & Co
Pennsylvania
$815K – – –
PG
692
Patten Group
Tennessee
$813K +$52.8K +687 +7%
CB
693
Chemical Bank
Michigan
$811K +$79.2K +1,031 +11%
IUHSA
694
Itau Unibanco Holding S.A.
Brazil
$811K +$811K +10,557 New
FIM
695
Frontier Investment Management
Texas
$810K -$48.6K -633 -6%
WIM
696
Westside Investment Management
California
$808K +$642K +8,231 +386%
JG
697
Jefferies Group
New York
$806K -$2.46M -32,045 -75%
LWMT
698
Legacy Wealth Management (Tennessee)
Tennessee
$806K +$6.53K +85 +0.8%
RT
699
Rockland Trust
Massachusetts
$795K +$431K +5,608 +118%
RWP
700
RWA Wealth Partners
Massachusetts
$791K +$20.5K +267 +3%
26 27
28
29 30