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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 %
GMA
776
Goldstein Munger & Associates
California
$546K – – –
KIA
777
KCM Investment Advisors
California
$546K – – –
SCM
778
Sterling Capital Management
North Carolina
$545K – – –
Fayez Sarofim & Co
779
Fayez Sarofim & Co
Texas
$545K +$545K +7,100 New
RA
780
RFG Advisory
Alabama
$536K -$98.7K -1,274 -16%
FPFS
781
First Personal Financial Services
North Carolina
$536K +$306K +3,979 +133%
TD Asset Management
782
TD Asset Management
Ontario, Canada
$535K +$18.6K +320 +4%
BFA
783
Beaumont Financial Advisors
Massachusetts
$534K -$44.8K -583 -8%
AFA
784
Aurora Financial Advisors
Massachusetts
$534K +$534K +6,956 New
MPM
785
Meritage Portfolio Management
Kansas
$532K -$184K -2,400 -26%
CHA
786
Carmichael Hill & Associates
Maryland
$531K +$531K +6,919 New
OFG
787
OmniStar Financial Group
North Carolina
$528K +$528K +3,878 New
LCC
788
Lincoln Capital Corp
Rhode Island
$522K – – –
HCM
789
Harvest Capital Management
New Hampshire
$522K +$11.5K +150 +2%
EWM
790
Endurance Wealth Management
Rhode Island
$517K +$303K +3,940 +141%
FPCP
791
Fort Point Capital Partners
California
$516K -$46.9K -611 -8%
NSB
792
Norway Savings Bank
Maine
$514K – – –
DSC
793
Duncker Streett & Co
Missouri
$514K +$998 +13 +0.2%
SRC
794
Shufro Rose & Co
New York
$512K +$30.7K +400 +6%
PCA
795
Providence Capital Advisors
North Carolina
$510K +$510K +6,642 New
KA
796
Kovack Advisors
Florida
$507K +$74.2K +966 +17%
FA
797
FMA Advisory
Pennsylvania
$507K +$147K +1,912 +41%
AFM
798
Andesa Financial Management
Pennsylvania
$506K +$506K +6,575 New
MCM
799
Mitchell Capital Management
Kansas
$503K -$88.6K -1,153 -15%
BFA
800
Bragg Financial Advisors
North Carolina
$503K +$13.4K +174 +3%
30 31
32
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