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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 %
WF
851
Welch & Forbes
Massachusetts
$405K -$21.1K -275 -5%
WSTAM
852
Wilbanks Smith & Thomas Asset Management
Virginia
$404K -$62.1K -808 -13%
EWM
853
Empirical Wealth Management
Washington
$401K +$82.4K +1,072 +26%
ZF
854
Zhang Financial
Michigan
$398K – – –
LIA
855
LS Investment Advisors
Michigan
$398K – – –
JA
856
JOYN Advisors
Georgia
$393K +$393K +5,113 New
GC
857
Gibson Capital
Pennsylvania
$386K – – –
BUB
858
BBVA USA Bancshares
Texas
$384K -$28K -365 -7%
1WA
859
180 Wealth Advisors
Washington
$381K +$381K +4,961 New
GFP
860
Gryphon Financial Partners
Ohio
$375K +$375K +4,876 New
SC
861
Scotia Capital
Ontario, Canada
$372K -$43.6K -567 -10%
PAS
862
Partnervest Advisory Services
California
$369K +$110K +1,432 +42%
CMP
863
Courage Miller Partners
Virginia
$367K -$5.99K -78 -2%
MFBTD
864
MB Financial Bank - Trust Department
Illinois
$367K +$44K +574 +14%
RPC
865
Rossmore Private Capital
Connecticut
$367K +$367K +4,774 New
HCM
866
Howland Capital Management
Massachusetts
$357K -$71.4K -930 -17%
CL
867
CPWM LLC
Washington
$353K -$10.3K -134 -3%
HPC
868
Hobart Private Capital
North Carolina
$349K +$349K +4,542 New
AF
869
Advisornet Financial
Minnesota
$348K +$348K +4,525 New
ANBT
870
American National Bank & Trust
Texas
$347K -$2K -26 -0.6%
CA
871
Calton & Associates
Florida
$346K +$346K +4,312 New
EWM
872
Evercore Wealth Management
New York
$345K – – –
SYBT
873
Stock Yards Bank & Trust
Kentucky
$343K -$77.1K -1,005 -18%
BW
874
Bison Wealth
Georgia
$339K +$1.77K +23 +0.5%
RIG
875
Roosevelt Investment Group
New York
$337K +$337K +4,384 New
33 34
35
36 37