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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 %
Kayne Anderson Rudnick Investment Management
726
Kayne Anderson Rudnick Investment Management
California
$686K +$686K +8,925 New
EWA
727
Exencial Wealth Advisors
Oklahoma
$682K -$53.6K -698 -7%
MBTD
728
Mechanics Bank - Trust Department
California
$681K – – –
PWM
729
Paulson Wealth Management
Illinois
$677K +$677K +8,816 New
BIA
730
Bigelow Investment Advisors
Maine
$676K +$676K +8,804 New
SSWM
731
Smith Salley Wealth Management
North Carolina
$673K +$106K +1,385 +19%
IWM
732
IHT Wealth Management
Illinois
$672K +$413K +5,296 +160%
MWM
733
Mission Wealth Management
California
$671K +$183K +2,385 +38%
WPW
734
Waldron Private Wealth
Pennsylvania
$669K +$15.4K +200 +2%
CAL
735
Capital Advisors Ltd
Ohio
$667K +$29K +378 +5%
HCM
736
Hudson Capital Management
New Jersey
$665K +$665K +8,655 New
SBH
737
Segall Bryant & Hamill
Illinois
$664K +$77 +1 +0%
BOS
738
Bingham Osborn & Scarborough
California
$660K +$111K +1,441 +20%
BFM
739
Broadview Financial Management
Wisconsin
$648K +$648K +8,436 New
SCG
740
Sonata Capital Group
Washington
$645K – – –
OCG
741
Opus Capital Group
Ohio
$638K – – –
CCG
742
Cypress Capital Group
Florida
$636K – – –
SCM
743
SOL Capital Management
Maryland
$635K -$1.54K -20 -0.2%
GCA
744
Gradient Capital Advisors
California
$628K +$628K +8,177 New
DMC
745
Drexel Morgan & Co
Pennsylvania
$624K – – –
HS
746
Huntington Steele
Pennsylvania
$617K +$10.8K +140 +2%
SFM
747
Signature Financial Management
Virginia
$614K – – –
BB
748
Busey Bank
Illinois
$613K -$101K -1,316 -14%
BTIS
749
BB&T Investment Services
North Carolina
$611K +$594K +7,617 +3,478%
CCM
750
Coe Capital Management
Illinois
$607K +$33K +430 +6%
28 29
30
31 32