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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 %
WP
801
WealthPLAN Partners
Nebraska
$213K +$213K +3,167 New
FA
802
FC Advisory
Pennsylvania
$211K +$207 +3 +0.1%
WCM
803
Wealthcare Capital Management
Virginia
$210K +$7.05K +102 +3%
CBTWT
804
Community Bank & Trust (Waco, Texas)
Texas
$209K -$1.38K -20 -0.7%
FWIA
805
Fort Washington Investment Advisors
Ohio
$208K +$208K +3,004 New
SBIA
806
Sheaff Brock Investment Advisors
Indiana
$208K +$208K +3,008 New
IWA
807
Intercontinental Wealth Advisors
Texas
$207K -$47.1K -682 -19%
NB
808
Nicolet Bankshares
Wisconsin
$206K +$206K +2,982 New
SMG
809
Spectrum Management Group
Indiana
$203K +$203K +2,938 New
FC
810
Financial Consulate
Maryland
$201K +$201K +2,905 New
TFO
811
Tarbox Family Office
California
$200K – – –
SEIA
812
Signature Estate & Investment Advisors
California
$198K +$57.3K +827 +41%
SF
813
Synovus Financial
Georgia
$195K -$29.3K -423 -13%
HDIM
814
Hanson & Doremus Investment Management
Vermont
$192K – – –
RFWA
815
RPg Family Wealth Advisory
Massachusetts
$181K -$83K -1,200 -31%
HCM
816
Horan Capital Management
Maryland
$176K +$176K +2,552 New
SFPIA
817
Stevens First Principles Investment Advisors
California
$172K +$172K +2,480 New
WEC
818
Winslow Evans & Crocker
Massachusetts
$167K +$39.4K +570 +31%
MFBTD
819
MB Financial Bank - Trust Department
Illinois
$166K – – –
CPA
820
Clear Perspective Advisors
Illinois
$166K – – –
BFEC
821
Benjamin F. Edwards & Company
Missouri
$163K +$23K +332 +16%
ACS
822
Archford Capital Strategies
Illinois
$162K +$99K +1,430 +157%
PO
823
Private Ocean
California
$160K -$173K -2,496 -52%
PCP
824
Proficio Capital Partners
Massachusetts
$156K +$156K +2,270 New
AIA
825
Armor Investment Advisors
North Carolina
$151K +$6.21K +90 +4%
31 32
33
34 35