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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 %
BFC
751
Blue Fin Capital
Rhode Island
$268K +$40.1K +580 +18%
NEPWA
752
New England Private Wealth Advisors
Massachusetts
$268K +$268K +3,875 New
IFB
753
iAB Financial Bank
Indiana
$267K +$10.7K +155 +4%
PSW
754
Portfolio Strategies (Washington)
Washington
$267K +$156K +2,263 +141%
TA
755
Tiedemann Advisors
New York
$265K +$265K +3,836 New
WP
756
WMS Partners
Maryland
$265K +$265K +3,838 New
WA1
757
Wimmer Associates 1
California
$264K -$59.4K -860 -18%
MCP
758
Mirador Capital Partners
California
$263K +$263K +3,800 New
UBWV
759
United Bank (West Virginia)
West Virginia
$260K – – –
AF
760
Affiance Financial
Minnesota
$260K +$6.91K +100 +3%
WAS
761
Winch Advisory Services
Wisconsin
$259K – – –
AAP
762
Arax Advisory Partners
Colorado
$256K -$76.5K -1,106 -23%
IC
763
Investment Counsel
Michigan
$256K – – –
ATC
764
Argent Trust Co
Tennessee
$254K +$1.8K +26 +0.7%
LFG
765
LifePlan Financial Group
Ohio
$250K +$250K +3,613 New
WFWM
766
Wechter Feldman Wealth Management
New Jersey
$248K -$833K -12,024 -77%
FG
767
Fiduciary Group
Georgia
$248K – – –
DAS
768
Dynamic Advisor Solutions
Arizona
$247K +$11.6K +168 +5%
CIM
769
Confluence Investment Management
Missouri
$246K – – –
SCM
770
Sterling Capital Management
North Carolina
$244K -$37.1K -537 -13%
AIP
771
Ahrens Investment Partners
Louisiana
$244K +$26.4K +383 +12%
IIC
772
Integrated Investment Consultants
Michigan
$243K – – –
IWM
773
IHT Wealth Management
Illinois
$243K +$217K +1,995 +818%
FVCM
774
F&V Capital Management
Florida
$242K +$242K +3,500 New
ABFS
775
Appropriate Balance Financial Services
Washington
$242K -$3.37M -233,404 -93%
29 30
31
32 33