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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 %
BFEC
826
Benjamin F. Edwards & Company
Missouri
$165K – – –
EWM
827
Endurance Wealth Management
Rhode Island
$165K +$165K +2,360 New
PO
828
Private Ocean
California
$162K – – –
PCP
829
Proficio Capital Partners
Massachusetts
$159K – – –
WEC
830
Winslow Evans & Crocker
Massachusetts
$155K -$13.9K -199 -8%
WIM
831
Westside Investment Management
California
$150K +$24.3K +349 +19%
ED
832
Exane Derivatives
France
$145K -$2.03K -29 -1%
MA
833
MCF Advisors
Kentucky
$143K +$37.2K +529 +35%
AIA
834
Armor Investment Advisors
North Carolina
$140K -$13.3K -190 -9%
MCM
835
Manchester Capital Management
Vermont
$140K – – –
WB
836
Webster Bank
Connecticut
$139K – – –
First Manhattan
837
First Manhattan
New York
$125K +$5.32K +76 +4%
KTC
838
Kistler-Tiffany Companies
Pennsylvania
$124K -$103K -1,460 -45%
BRC
839
Bell Rock Capital
Delaware
$119K +$12.4K +178 +12%
PFBT
840
Parkside Financial Bank & Trust
Missouri
$114K – – –
GBBWRPM
841
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$110K – – –
BAM
842
Barrett Asset Management
New York
$110K – – –
AF
843
Allworth Financial
California
$102K – – –
SAM
844
Shamrock Asset Management
Texas
$101K -$4.42M -63,176 -98%
TWA
845
TCI Wealth Advisors
Arizona
$100K +$51.3K +735 +105%
GI
846
Gradient Investments
Minnesota
$98K +$38.4K +548 +64%
FPB
847
First PREMIER Bank
South Dakota
$97K – – –
PSW
848
Portfolio Strategies (Washington)
Washington
$92K -$180K -2,560 -66%
IDBONY
849
Israel Discount Bank of New York
New York
$91K – – –
Thrivent Financial for Lutherans
850
Thrivent Financial for Lutherans
Minnesota
$87K +$61.3K +869 +238%
32 33
34
35 36