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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 %
OC
751
Oarsman Capital
Wisconsin
$606K -$1.37M -17,886 -69%
DHFB
752
Dixon Hubard Feinour & Brown
Virginia
$606K -$7.68K -100 -1%
CI
753
Cigna Investments
Connecticut
$605K +$36.1K +470 +6%
MC
754
Moors & Cabot
Massachusetts
$605K +$39.5K +514 +7%
Wolverine Trading
755
Wolverine Trading
Illinois
$605K +$605K +7,874 New
FIB
756
First Interstate Bank
Montana
$604K +$12.3K +160 +2%
OFG
757
Oxford Financial Group
Indiana
$598K -$32K -416 -5%
AIA
758
Allegis Investment Advisors
Idaho
$597K -$379K -4,933 -39%
BA
759
BKS Advisors
Michigan
$594K -$14.5K -189 -2%
VCA
760
Verdence Capital Advisors
Maryland
$594K +$594K +7,737 New
ACI
761
Alpha Cubed Investments
California
$592K +$3.53K +46 +0.6%
NSIM
762
North Star Investment Management
Illinois
$589K +$19.3K +251 +3%
BCM
763
Brookmont Capital Management
Texas
$589K +$26K +339 +5%
NGA
764
Naples Global Advisors
Florida
$588K +$38.8K +505 +7%
PS
765
Portfolio Solutions
Michigan
$584K +$22.7K +295 +4%
JFG
766
JMG Financial Group
Illinois
$583K +$583K +7,588 New
MWM
767
Meridian Wealth Management
Kentucky
$581K +$149 +2 +0%
PP
768
Palladium Partners
Virginia
$573K +$48.9K +637 +9%
CPP
769
Crow Point Partners
Massachusetts
$564K +$564K +7,296 New
BBHC
770
Brown Brothers Harriman & Co
New York
$558K – – –
CWM
771
Calamos Wealth Management
Illinois
$557K +$13.7K +178 +3%
IWP
772
Icon Wealth Partners
Texas
$556K +$556K +7,234 New
IC
773
Intersect Capital
California
$554K – – –
VF
774
Virtu Financial
New York
$552K +$552K +7,186 New
ACP
775
Aviance Capital Partners
Florida
$549K +$61.4K +800 +13%
29 30
31
32 33