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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 %
KCP
826
KDI Capital Partners
North Carolina
$150K +$150K +2,163 New
ED
827
Exane Derivatives
France
$145K -$7.19K -104 -5%
PAI
828
Pittenger & Anderson Inc
Nebraska
$141K +$91.1K +1,321 +182%
MCM
829
Manchester Capital Management
Vermont
$138K – – –
CFS
830
Commonwealth Financial Services
West Virginia
$137K -$195K -2,902 -59%
WB
831
Webster Bank
Connecticut
$137K -$67K -970 -33%
BKA
832
Brick & Kyle Associates
Pennsylvania
$135K -$10.4K -150 -7%
WA
833
WFG Advisors
Texas
$133K +$15.8K +229 +14%
HCA
834
Harbour Capital Advisors
Virginia
$126K +$126K +1,820 New
WIM
835
Westside Investment Management
California
$121K +$121K +1,797 New
First Manhattan
836
First Manhattan
New York
$118K +$14.5K +210 +14%
PFBT
837
Parkside Financial Bank & Trust
Missouri
$112K -$13.8K -200 -11%
HT
838
Heritage Trust
Oklahoma
$111K +$111K +1,600 New
GBBWRPM
839
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$109K – – –
BAM
840
Barrett Asset Management
New York
$109K +$5.53K +80 +5%
BRC
841
Bell Rock Capital
Delaware
$104K -$60.4K -889 -37%
MA
842
MCF Advisors
Kentucky
$104K -$4.97K -72 -5%
ARMC
843
American Research & Management Company
Massachusetts
$103K – – –
AF
844
Allworth Financial
California
$101K +$11.2K +162 +13%
FPF
845
FNY Partners Fund
New York
$99K +$99K +1,442 New
FPB
846
First PREMIER Bank
South Dakota
$96K +$58.4K +842 +155%
IDBONY
847
Israel Discount Bank of New York
New York
$90K – – –
KF
848
Krilogy Financial
Missouri
$85K -$85K -618 -50%
MFW
849
Mosaic Family Wealth
Missouri
$84K +$80.8K +1,168 +2,539%
UWPG
850
Ullmann Wealth Partners Group
Florida
$80K +$80K +1,162 New
32 33
34
35 36