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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 %
GLA
776
Great Lakes Advisors
Illinois
$241K +$69 +1 +0%
CWM
777
Concentric Wealth Management
California
$240K -$5.2K -75 -2%
PAS
778
Partnervest Advisory Services
California
$239K +$5.13K +74 +2%
MCM
779
McRae Capital Management
New Jersey
$239K +$239K +3,450 New
JWS
780
Juncture Wealth Strategies
Arizona
$234K +$234K +3,379 New
SFG
781
SevenBridge Financial Group
Pennsylvania
$229K -$74.2K -1,096 -24%
TF
782
Tompkins Financial
New York
$228K – – –
SFPM
783
Sensible Financial Planning & Management
Massachusetts
$228K – – –
JGIA
784
Jackson Grant Investment Advisers
Connecticut
$228K +$69 +1 +0%
Jane Street
785
Jane Street
New York
$226K -$90.7K -1,314 -29%
P
786
Pitcairn
Pennsylvania
$225K -$29.8K -430 -12%
AP
787
Appleton Partners
Massachusetts
$225K +$225K +3,250 New
FFA
788
First Foundation Advisors
California
$225K +$225K +3,256 New
FMBTD
789
First Midwest Bank Trust Division
Illinois
$224K -$55.5K -803 -20%
WC
790
Woodstock Corp
Massachusetts
$224K – – –
KTC
791
Kistler-Tiffany Companies
Pennsylvania
$223K – – –
BWM
792
BerganKDV Wealth Management
Minnesota
$222K +$222K +3,208 New
WB
793
WesBanco Bank
West Virginia
$221K -$25K -363 -10%
HS
794
Huntington Steele
Pennsylvania
$221K -$8.87K -128 -4%
LCM
795
Logan Capital Management
Pennsylvania
$221K +$221K +3,198 New
MWP
796
MYCIO Wealth Partners
Pennsylvania
$220K -$14.9K -216 -6%
ECAM
797
East Coast Asset Management
Massachusetts
$219K +$69 +1 +0%
LPT
798
Legacy Private Trust
Wisconsin
$218K +$218K +3,154 New
1SB
799
1ST Source Bank
Indiana
$216K -$31K -449 -13%
SFM
800
Signature Financial Management
Virginia
$214K – – –
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