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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
1
Fidelity Investments
Massachusetts
$851M
2
Bank of America
2
Bank of America
North Carolina
$1.36B
3
Bessemer Group
3
Bessemer Group
New Jersey
$109M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$350M
5
Goldman Sachs
5
Goldman Sachs
New York
$211M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$1.86B
2
HNB
2
Huntington National Bank
Ohio
$118M
3
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$287M
4
LPL Financial
4
LPL Financial
California
$224M
5
CGI
5
Cougar Global Investments
Ontario, Canada
$8.37M
Name Holding Trade Value Shares
Change 		Shares
Change %
1SB
801
1ST Source Bank
Indiana
$219K – – –
P
802
Pitcairn
Pennsylvania
$218K -$10.1K -144 -4%
PCA
803
Personal Capital Advisors
California
$218K +$218K +3,107 New
SFM
804
Signature Financial Management
Virginia
$216K – – –
WA
805
WFG Advisors
Texas
$215K +$80.1K +1,143 +59%
FA
806
FC Advisory
Pennsylvania
$214K – – –
CBTWT
807
Community Bank & Trust (Waco, Texas)
Texas
$212K – – –
IWA
808
Intercontinental Wealth Advisors
Texas
$210K – – –
FPFS
809
First Personal Financial Services
North Carolina
$210K +$165K +2,362 +370%
AC
810
Alexandria Capital
Virginia
$209K -$62.2K -888 -23%
BA
811
Boston Advisors
Massachusetts
$208K +$208K +2,965 New
SEIA
812
Signature Estate & Investment Advisors
California
$207K +$6.79K +97 +3%
S
813
SignatureFD
Georgia
$206K -$297K -4,246 -59%
WCM
814
Wealthcare Capital Management
Virginia
$206K -$7.44K -106 -3%
HCA
815
Horan Capital Advisors
Ohio
$206K +$206K +2,935 New
EAM
816
Evanson Asset Management
California
$206K +$206K +2,937 New
GC
817
Garde Capital
Washington
$205K +$205K +2,927 New
TFO
818
Tarbox Family Office
California
$203K – – –
Two Sigma Investments
819
Two Sigma Investments
New York
$203K +$203K +2,900 New
WPP
820
Whalerock Point Partners
Rhode Island
$201K +$201K +2,870 New
GA
821
Geller Advisors
New York
$200K +$200K +2,856 New
GWS
822
Glassman Wealth Services
Virginia
$198K +$170K +2,421 +605%
PAM
823
Premier Asset Management
Illinois
$197K -$329K -4,700 -63%
SFPIA
824
Stevens First Principles Investment Advisors
California
$181K +$7.22K +103 +4%
RFWA
825
RPg Family Wealth Advisory
Massachusetts
$177K -$6.45K -92 -4%
31 32
33
34 35