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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 %
ACP
701
Aviance Capital Partners
Florida
$471K – – –
MWM
702
Mission Wealth Management
California
$471K +$22.6K +304 +5%
SC
703
Scholtz & Company
Connecticut
$469K +$469K +6,318 New
SRC
704
Shufro Rose & Co
New York
$465K – – –
EAM
705
Evanson Asset Management
California
$458K +$240K +3,231 +110%
CG
706
Colony Group
Massachusetts
$457K – – –
VIA
707
Vantage Investment Advisors
Pennsylvania
$456K -$179K -2,408 -28%
WSTAM
708
Wilbanks Smith & Thomas Asset Management
Virginia
$450K +$113K +1,524 +34%
TCM
709
Tufton Capital Management
Maryland
$446K +$446K +6,014 New
PCM
710
Perritt Capital Management
Illinois
$445K – – –
SF
711
Synovus Financial
Georgia
$443K -$55.5K -747 -11%
BDF
712
Balasa Dinverno & Foltz
$442K – – –
TF
713
Tompkins Financial
New York
$439K +$195K +2,620 +80%
HFS
714
Haverford Financial Services
Pennsylvania
$438K – – –
CGL
715
Clarius Group LLC
Washington
$438K – – –
SHGA
716
Sand Hill Global Advisors
California
$437K -$17.2K -232 -4%
KWM
717
Kingsview Wealth Management
Oregon
$437K +$156K +2,105 +56%
MC
718
Martin & Co
Tennessee
$436K -$18.6K -250 -4%
CSIC
719
Clifford Swan Investment Counsel
California
$433K -$617K -8,302 -59%
CLOS
720
Compagnie Lombard Odier SCmA
Switzerland
$423K – – –
FMBTD
721
First Midwest Bank Trust Division
Illinois
$419K -$127K -1,719 -23%
FB
722
Fulton Bank
Pennsylvania
$419K +$1.11K +15 +0.3%
KA
723
Kovack Advisors
Florida
$418K -$35.1K -473 -8%
HCM
724
Howland Capital Management
Massachusetts
$414K – – –
PAI
725
Pittenger & Anderson Inc
Nebraska
$413K +$71.6K +964 +21%
27 28
29
30 31