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

917 hedge funds and large institutions have $17.3B invested in iShares Core S&P Small-Cap ETF in 2017 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 435 increasing their positions, 276 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
917
Holders Change
+8
Holders Change %
+0.88%
% of All Funds
22.9%
Holding in Top 10
158
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-7.6%
% of All Funds
3.95%
New
71
Increased
435
Reduced
276
Closed
51
Calls
$24.2M
Puts
$14.4M
Net Calls
+$9.78M
Net Calls Change
+$5.02M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$851M
2
Bank of America
Bank of America
North Carolina
$1.36B
3
Bessemer Group
Bessemer Group
New Jersey
$109M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$350M
5
Goldman Sachs
Goldman Sachs
New York
$211M

Top Sellers

1
Wells Fargo
Wells Fargo
California
$1.86B
2
HNB
Huntington National Bank
Ohio
$118M
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$287M
4
LPL Financial
LPL Financial
California
$224M
5
CGI
Cougar Global Investments
Ontario, Canada
$8.37M
Name Holding Trade Value Shares
Change 		Shares
Change %
FVCM
751
F&V Capital Management
Florida
$273K +$28K +400 +11%
BFG
752
Barber Financial Group
Kansas
$271K -$14.2M -202,770 -98%
KWM
753
Kingsview Wealth Management
Oregon
$265K +$265K +3,779 New
UBWV
754
United Bank (West Virginia)
West Virginia
$264K – – –
HAFS
755
Hapanowicz & Associates Financial Services
Pennsylvania
$264K +$264K +3,800 New
WAS
756
Winch Advisory Services
Wisconsin
$263K – – –
FC
757
Financial Consulate
Maryland
$263K +$59.2K +843 +29%
IC
758
Investment Counsel
Michigan
$259K – – –
ATC
759
Argent Trust Co
Tennessee
$258K – – –
MCM
760
McRae Capital Management
New Jersey
$258K +$16.1K +230 +7%
AF
761
Affiance Financial
Minnesota
$257K -$6.3K -90 -2%
AAP
762
Arax Advisory Partners
Colorado
$256K – – –
WC
763
Woodstock Corp
Massachusetts
$255K +$28K +400 +12%
FPCG
764
Fort Pitt Capital Group
Pennsylvania
$255K +$255K +3,635 New
Toronto Dominion Bank
765
Toronto Dominion Bank
Ontario, Canada
$253K -$51.2K -729 -17%
TA
766
Tiedemann Advisors
New York
$253K -$16K -228 -6%
LFG
767
LifePlan Financial Group
Ohio
$253K – – –
WA1
768
Wimmer Associates 1
California
$252K -$15.4K -220 -6%
FG
769
Fiduciary Group
Georgia
$252K – – –
AIS
770
Accurate Investment Solutions
Pennsylvania
$251K -$13.5M -192,907 -98%
TSS
771
Two Sigma Securities
New York
$250K +$250K +3,565 New
WP
772
WMS Partners
Maryland
$249K -$19.9K -284 -7%
CIM
773
Confluence Investment Management
Missouri
$249K – – –
IIC
774
Integrated Investment Consultants
Michigan
$246K – – –
SBIA
775
Sheaff Brock Investment Advisors
Indiana
$245K +$33.8K +481 +16%
29 30
31
32 33