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

Top Sellers

1
VC
Vicus Capital
Pennsylvania
$21.1M
2
VA
Valmark Advisers
Ohio
$274M
3
Bessemer Group
Bessemer Group
New Jersey
$32.7M
4
Baird Financial Group
Baird Financial Group
Wisconsin
$43M
5
CC
Cadinha & Co
Hawaii
$1.86M
Name Holding Trade Value Shares
Change 		Shares
Change %
SEI Investments
726
SEI Investments
Pennsylvania
$313K +$132K +1,906 +73%
IC
727
Iconiq Capital
California
$311K – – –
EWM
728
Evercore Wealth Management
New York
$311K +$15.2K +220 +5%
HCIA
729
Hochman Cole Investment Advisors
Illinois
$309K – – –
SCM
730
SOL Capital Management
Maryland
$309K +$21.1K +305 +7%
OA
731
Oxbow Advisors
Texas
$301K +$69 +1 +0%
CA
732
Cumberland Advisors
Florida
$300K -$9.45M -136,700 -97%
Toronto Dominion Bank
733
Toronto Dominion Bank
Ontario, Canada
$300K +$50.5K +729 +20%
ANTB
734
AMG National Trust Bank
Colorado
$297K – – –
PG
735
Patten Group
Tennessee
$293K -$286K -4,224 -49%
CCA
736
Cobblestone Capital Advisors
New York
$293K -$23.3K -336 -7%
SA
737
Strategic Advisors
New York
$292K +$32.9K +476 +13%
JG
738
Jefferies Group
New York
$291K +$291K +4,209 New
EWM
739
Empirical Wealth Management
Washington
$287K -$161K -2,317 -36%
MCM
740
MV Capital Management
Maryland
$286K +$23.4K +338 +9%
RA
741
RFG Advisory
Alabama
$285K -$230K -3,418 -45%
CS
742
Cannell & Spears
New York
$283K – – –
MWM
743
Modera Wealth Management
New Jersey
$281K – – –
Capstone Investment Advisors
744
Capstone Investment Advisors
New York
$281K +$281K +4,071 New
FWSM
745
First Wilshire Securities Management
California
$277K – – –
PVH
746
Psagot Value Holdings
Israel
$277K – – –
AP
747
Advisor Partners
California
$276K +$27.1K +393 +11%
SFG
748
SNS Financial Group
Minnesota
$276K +$276K +3,989 New
CHC
749
City Holding Co
West Virginia
$269K – – –
AC
750
Alexandria Capital
Virginia
$268K -$1.73K -25 -0.6%
28 29
30
31 32