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

909 hedge funds and large institutions have $17.8B invested in iShares Core S&P Small-Cap ETF in 2017 Q1 according to their latest regulatory filings, with 97 funds opening new positions, 411 increasing their positions, 297 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
909
Holders Change
+41
Holders Change %
+4.72%
% of All Funds
22.66%
Holding in Top 10
171
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+5.56%
% of All Funds
4.26%
New
97
Increased
411
Reduced
297
Closed
42
Calls
$16.1M
Puts
$11.4M
Net Calls
+$4.76M
Net Calls Change
-$5.25M

Top Buyers

1
BlackRock
1
BlackRock
New York
$334M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$698M
3
Bank of America
3
Bank of America
North Carolina
$1.26B
4
RJA
4
Raymond James & Associates
Florida
$300M
5
Wells Fargo
5
Wells Fargo
California
$2.9B

Top Sellers

1
VC
1
Vicus Capital
Pennsylvania
$21.1M
2
VA
2
Valmark Advisers
Ohio
$274M
3
Bessemer Group
3
Bessemer Group
New Jersey
$32.7M
4
Baird Financial Group
4
Baird Financial Group
Wisconsin
$43M
5
CC
5
Cadinha & Co
Hawaii
$1.86M
Name Holding Trade Value Shares
Change 		Shares
Change %
WF
51
WealthTrust Fairport
Ohio
$36M -$3.26M -47,156 -8%
CI
52
Conning Inc
Connecticut
$35.7M -$2.56M -36,999 -7%
VFA
53
Voya Financial Advisors
Connecticut
$34.7M +$14.4M +209,784 +70%
SIC
54
Sigma Investment Counselors
Michigan
$34.4M -$658K -9,519 -2%
CIA
55
Capital Investment Advisors
Georgia
$34.3M +$27.7K +400 +0.1%
APCM
56
Alaska Permanent Capital Management
Alaska
$33.9M +$11.9M +172,531 +54%
SLT
57
St Louis Trust
Missouri
$33.8M +$5.3M +76,618 +19%
GHA
58
GW Henssler & Associates
Georgia
$33.2M -$984K -14,225 -3%
Lazard Asset Management
59
Lazard Asset Management
New York
$32.9M +$5.23M +75,618 +19%
Bessemer Group
60
Bessemer Group
New Jersey
$32.7M -$35.6M -515,201 -52%
GC
61
Grimes & Company
Massachusetts
$32.4M -$82.3K -1,190 -0.3%
AIM
62
Acropolis Investment Management
Missouri
$32.4M -$558K -8,067 -2%
FA
63
FDx Advisors
Illinois
$32M -$1.34M -19,389 -4%
AG
64
Advisor Group
Arizona
$31.1M +$4.72M +68,222 +18%
GT
65
Greenleaf Trust
Michigan
$30.7M +$9.31M +134,612 +43%
EMA
66
Efficient Market Advisors
California
$30.5M +$1.14M +16,541 +4%
CIA
67
Choate Investment Advisors
Massachusetts
$29.4M -$697K -10,079 -2%
UCFA
68
United Capital Financial Advisors
Texas
$29.4M +$1.47M +21,272 +5%
MPWT
69
MassMutual Private Wealth & Trust
Connecticut
$28.8M +$2.74M +39,646 +11%
NA
70
Nottingham Advisors
New York
$28.6M +$825K +11,922 +3%
BP
71
Ballentine Partners
Massachusetts
$28.6M +$82.4K +1,191 +0.3%
BIM
72
Bridges Investment Management
Nebraska
$28.4M +$2.77M +40,054 +11%
JWA
73
JFS Wealth Advisors
Pennsylvania
$28.4M -$28.4M -206,204 -50%
FI
74
FormulaFolio Investments
Michigan
$27.9M +$9.77M +141,312 +54%
Janney Montgomery Scott
75
Janney Montgomery Scott
Pennsylvania
$27.9M +$12.3M +177,216 +79%
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