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iShares Core S&P Small-Cap ETF
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Overview Fund Activity

917 hedge funds and large institutions have $17.3B invested in iShares Core S&P Small-Cap ETF in 2017 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 435 increasing their positions, 276 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
917
Holders Change
+8
Holders Change %
+0.88%
% of All Funds
22.9%
Holding in Top 10
158
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-7.6%
% of All Funds
3.95%
New
71
Increased
435
Reduced
276
Closed
51
Calls
$24.2M
Puts
$14.4M
Net Calls
+$9.78M
Net Calls Change
+$5.02M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$851M
2
Bank of America
Bank of America
North Carolina
$1.36B
3
Bessemer Group
Bessemer Group
New Jersey
$109M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$350M
5
Goldman Sachs
Goldman Sachs
New York
$211M

Top Sellers

1
Wells Fargo
Wells Fargo
California
$1.86B
2
HNB
Huntington National Bank
Ohio
$118M
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$287M
4
LPL Financial
LPL Financial
California
$224M
5
CGI
Cougar Global Investments
Ontario, Canada
$8.37M
Name Holding Trade Value Shares
Change 		Shares
Change %
SC
701
Scotia Capital
Ontario, Canada
$372K – – –
BUB
702
BBVA USA Bancshares
Texas
$370K +$18.5K +264 +5%
LIA
703
LS Investment Advisors
Michigan
$363K – – –
KLI
704
Kelman-Lazarov Inc
Tennessee
$362K – – –
ZF
705
Zhang Financial
Michigan
$356K – – –
B
706
Bridgeworth
Alabama
$353K -$10.3K -148 -3%
SAS
707
Stelac Advisory Services
New York
$352K -$13.6M -193,648 -97%
GC
708
Gibson Capital
Pennsylvania
$350K +$17.4K +250 +5%
AIP
709
Ahrens Investment Partners
Louisiana
$350K +$102K +1,460 +41%
ZIC
710
ZWJ Investment Counsel
Georgia
$344K -$374K -5,344 -52%
CMP
711
Courage Miller Partners
Virginia
$344K -$5.34K -76 -2%
Pacer Advisors
712
Pacer Advisors
Pennsylvania
$343K +$343K +4,896 New
HWM
713
Highwater Wealth Management
Colorado
$340K -$10.3K -146 -3%
RT
714
Rockland Trust
Massachusetts
$333K -$26K -371 -7%
CL
715
CPWM LLC
Washington
$331K +$632 +9 +0.2%
BWM
716
BerganKDV Wealth Management
Minnesota
$331K +$106K +1,509 +47%
PMFA
717
Plante Moran Financial Advisors
Michigan
$326K – – –
PAI
718
Pittenger & Anderson Inc
Nebraska
$322K +$179K +2,550 +125%
BW
719
Bison Wealth
Georgia
$320K -$10.4K -149 -3%
ANBT
720
American National Bank & Trust
Texas
$319K -$6.66K -95 -2%
NIC
721
Northwest Investment Counselors
Oregon
$319K – – –
WSTAM
722
Wilbanks Smith & Thomas Asset Management
Virginia
$318K -$50.4K -720 -14%
EWM
723
Evercore Wealth Management
New York
$315K – – –
HCIA
724
Hochman Cole Investment Advisors
Illinois
$314K – – –
MCM
725
Millie Capital Management
California
$311K -$82.8K -1,180 -21%
27 28
29
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