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

1,113 hedge funds and large institutions have $21.4B invested in iShares Core S&P Small-Cap ETF in 2017 Q4 according to their latest regulatory filings, with 210 funds opening new positions, 473 increasing their positions, 315 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,113
Holders Change
+172
Holders Change %
+18.28%
% of All Funds
25.28%
Holding in Top 10
191
Holding in Top 10 Change
+26
Holding in Top 10 Change %
+15.76%
% of All Funds
4.34%
New
210
Increased
473
Reduced
315
Closed
28
Calls
$28.3M
Puts
$30.9M
Net Calls
-$2.64M
Net Calls Change
-$19.7M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$1.73B
2
LPL Financial
LPL Financial
California
$347M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$1.13B
4
Morgan Stanley
Morgan Stanley
New York
$945M
5
USAA
United Services Automobile Association
Texas
$41.1M

Top Sellers

1
S
Schroders
United Kingdom
$264M
2
SIM
Sentry Investment Management
Wisconsin
$0
3
HNB
Huntington National Bank
Ohio
$129M
4
SAS
Sage Advisory Services
Texas
$69.1M
5
PV
Private Vista
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
HIS
826
Horizon Investment Services
Indiana
$461K +$461K +6,002 New
TF
827
Tompkins Financial
New York
$454K – – –
HFS
828
Haverford Financial Services
Pennsylvania
$453K – – –
SHGA
829
Sand Hill Global Advisors
California
$453K – – –
CGL
830
Clarius Group LLC
Washington
$453K – – –
AllianceBernstein
831
AllianceBernstein
Tennessee
$452K +$64.9K +844 +17%
FFW
832
Fusion Family Wealth
New York
$450K -$44.7K -582 -9%
MC
833
Martin & Co
Tennessee
$448K -$2.3K -30 -0.5%
CSIC
834
Clifford Swan Investment Counsel
California
$448K – – –
SFG
835
SNS Financial Group
Minnesota
$442K +$139K +1,803 +46%
CPA
836
Clear Perspective Advisors
Illinois
$441K +$17.8K +232 +4%
PAM
837
Peak Asset Management
Colorado
$440K -$1M -13,012 -69%
WC
838
Weil Company
California
$432K +$432K +5,623 New
SLG
839
Stanley-Laman Group
Pennsylvania
$431K +$50K +651 +13%
SHA
840
Seneca House Advisors
Virginia
$429K +$429K +5,590 New
SWM
841
Stockman Wealth Management
Montana
$428K -$141K -1,840 -25%
DACG
842
Donor Advised Charitable Giving
California
$427K +$427K +5,555 New
MCM
843
Millie Capital Management
California
$421K +$173K +2,253 +70%
VIA
844
Vantage Investment Advisors
Pennsylvania
$418K -$53.7K -700 -11%
MCM
845
Maryland Capital Management
Maryland
$417K – – –
WWM
846
Windsor Wealth Management
Indiana
$412K +$412K +5,358 New
ACG
847
Allen Capital Group
Nebraska
$412K +$412K +5,359 New
PCA
848
Peddock Capital Advisors
Massachusetts
$411K -$231 -3 -0.1%
MMHP
849
Murphy Middleton Hinkle & Parker
Georgia
$409K +$409K +5,330 New
KCP
850
KDI Capital Partners
North Carolina
$405K -$1.76M -22,964 -81%
32 33
34
35 36