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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 %
PAS
776
Partnervest Advisory Services
California
$241K -$701 -10 -0.3%
OBWP
777
O'Brien Wealth Partners
Massachusetts
$240K +$240K +3,419 New
BRF
778
B. Riley Financial
California
$240K +$240K +3,422 New
ABFS
779
Appropriate Balance Financial Services
Washington
$240K +$1.43K +100 +0.6%
CNBT
780
Canandaigua National Bank & Trust
New York
$239K +$239K +3,405 New
SFG
781
SevenBridge Financial Group
Pennsylvania
$237K – – –
JWS
782
Juncture Wealth Strategies
Arizona
$234K -$2.52K -36 -1%
CCT
783
Capital City Trust
Florida
$233K -$505K -7,200 -68%
FFA
784
First Foundation Advisors
California
$233K +$5.18K +74 +2%
MFBTD
785
MB Financial Bank - Trust Department
Illinois
$233K +$64.6K +920 +38%
JGIA
786
Jackson Grant Investment Advisers
Connecticut
$232K +$771 +11 +0.3%
ICM
787
IMS Capital Management
Oregon
$232K +$232K +3,308 New
TF
788
Tompkins Financial
New York
$231K – – –
Jane Street
789
Jane Street
New York
$230K – – –
LCM
790
Logan Capital Management
Pennsylvania
$229K +$5.18K +74 +2%
HDIM
791
Hanson & Doremus Investment Management
Vermont
$229K +$35K +500 +18%
W
792
Wealthfront
California
$227K +$227K +3,235 New
KCP
793
KDI Capital Partners
North Carolina
$226K +$74.6K +1,066 +49%
WB
794
WesBanco Bank
West Virginia
$225K – – –
IP
795
Intellectus Partners
California
$225K +$225K +3,209 New
SCM
796
Sterling Capital Management
North Carolina
$224K -$23.5K -335 -9%
DWM
797
Doyle Wealth Management
Florida
$224K +$224K +3,190 New
MWP
798
MYCIO Wealth Partners
Pennsylvania
$223K – – –
HIMC
799
Heritage Investors Management Corp
Maryland
$223K +$223K +3,184 New
AP
800
Appleton Partners
Massachusetts
$222K -$6.32K -90 -3%
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