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iShares Core S&P Small-Cap ETF
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Overview Fund Activity

941 hedge funds and large institutions have $20B invested in iShares Core S&P Small-Cap ETF in 2017 Q3 according to their latest regulatory filings, with 68 funds opening new positions, 464 increasing their positions, 291 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
941
Holders Change
+24
Holders Change %
+2.62%
% of All Funds
23.5%
Holding in Top 10
165
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+4.43%
% of All Funds
4.12%
New
68
Increased
464
Reduced
291
Closed
35
Calls
$31.1M
Puts
$14.1M
Net Calls
+$17M
Net Calls Change
+$7.24M

Top Buyers

1
BlackRock
BlackRock
New York
$577M
2
Bank of America
Bank of America
North Carolina
$1.57B
3
Fidelity Investments
Fidelity Investments
Massachusetts
$1.02B
4
UBS Group
UBS Group
Switzerland
$1.11B
5
SIM
Scottrade Investment Management
Missouri
$104M

Top Sellers

1
HNB
Huntington National Bank
Ohio
$124M
2
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$24.1M
3
Bessemer Group
Bessemer Group
New Jersey
$34.3M
4
Wells Fargo
Wells Fargo
California
$1.89B
5
Citigroup
Citigroup
New York
$15.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
ABFS
826
Appropriate Balance Financial Services
Washington
$240K +$14K +1,042 +6%
MCM
827
Millie Capital Management
California
$240K -$89.1K -1,200 -27%
HDIM
828
Hanson & Doremus Investment Management
Vermont
$239K -$4.01K -54 -2%
HIMC
829
Heritage Investors Management Corp
Maryland
$236K – – –
LFG
830
LifePlan Financial Group
Ohio
$235K -$32.9K -444 -12%
FA
831
FC Advisory
Pennsylvania
$234K +$7.49K +101 +3%
CCT
832
Capital City Trust
Florida
$233K – – –
AP
833
Appleton Partners
Massachusetts
$232K -$2.97K -40 -1%
1SB
834
1ST Source Bank
Indiana
$230K -$2.6K -35 -1%
DWM
835
Doyle Wealth Management
Florida
$226K -$10.5K -141 -4%
IWA
836
Intercontinental Wealth Advisors
Texas
$223K – – –
FPFS
837
First Personal Financial Services
North Carolina
$223K – – –
NIC
838
Northwest Investment Counselors
Oregon
$222K -$116K -1,560 -34%
CBTWT
839
Community Bank & Trust (Waco, Texas)
Texas
$220K -$4.45K -60 -2%
WCM
840
Wealthcare Capital Management
Virginia
$218K +$74 +1 +0%
LPT
841
Legacy Private Trust
Wisconsin
$218K +$218K +2,935 New
MWM
842
Merriman Wealth Management
Washington
$213K +$213K +2,864 New
SPWA
843
SteelBridge Private Wealth Advisors
Florida
$212K +$212K +2,856 New
LC
844
Lourd Capital
California
$211K +$211K +2,840 New
PA
845
Probity Advisors
Texas
$209K +$209K +2,812 New
DLHL
846
Donald L. Hagan LLC
Florida
$208K +$208K +2,808 New
EWM
847
Endurance Wealth Management
Rhode Island
$207K +$31.9K +430 +18%
P
848
Pitcairn
Pennsylvania
$204K -$26.7K -360 -12%
PAM
849
Premier Asset Management
Illinois
$202K -$6.68K -90 -3%
SCM
850
Stellar Capital Management
Arizona
$201K +$201K +2,704 New
32 33
34
35 36