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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 %
SEI Investments
701
SEI Investments
Pennsylvania
$783K +$179K +2,329 +30%
GP
702
Girard Partners
Pennsylvania
$759K -$5.84K -76 -0.8%
APP
703
Avantax Planning Partners
Iowa
$755K +$9.37K +122 +1%
PIM
704
Penobscot Investment Management
Massachusetts
$753K -$10.8K -140 -1%
KPAG
705
KLS Professional Advisors Group
New York
$753K +$92.1K +1,200 +14%
BFEC
706
Benjamin F. Edwards & Company
Missouri
$753K +$378K +4,926 +101%
CBT
707
Capital Bank & Trust
California
$746K +$354K +4,606 +90%
PWS
708
Peloton Wealth Strategists
Indiana
$742K +$55.9K +728 +8%
SAS
709
Stelac Advisory Services
New York
$737K +$351K +4,570 +91%
CCMD
710
Cypress Capital Management (Delaware)
Delaware
$736K – – –
HPC
711
HM Payson & Co
Maine
$734K +$54.5K +710 +8%
BC
712
Bartlett & Co
Ohio
$725K – – –
M
713
MOTCO
Texas
$717K -$17.3K -225 -2%
CCM
714
Coldstream Capital Management
Washington
$717K +$106K +1,384 +17%
DDC
715
DF Dent & Co
Maryland
$707K – – –
FBC
716
Fairfield, Bush & Co
Connecticut
$707K +$707K +9,200 New
SAA
717
Southeast Asset Advisors
Georgia
$705K +$22.6K +294 +3%
DBT
718
Dubuque Bank & Trust
Iowa
$704K +$76.5K +996 +12%
CG
719
Corundum Group
Colorado
$703K – – –
MLIC
720
Mandatum Life Insurance Company
Finland
$702K -$12.3K -160 -2%
PFGIA
721
Patriot Financial Group Insurance Agency
Massachusetts
$693K +$108K +1,384 +18%
WPA
722
West Paces Advisors
Georgia
$692K +$8.83K +115 +1%
SNT
723
Security National Trust
West Virginia
$692K – – –
HCMT
724
Highland Capital Management (Tennessee)
Tennessee
$689K +$4.92K +64 +0.7%
BCM
725
BTC Capital Management
Iowa
$688K +$37.7K +491 +6%
27 28
29
30 31