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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 %
GWS
876
Glassman Wealth Services
Virginia
$28K – – –
PCTC
877
Perkins Coie Trust Company
Washington
$28K +$18.5K +268 +194%
NCM
878
New Capital Management
Texas
$25K -$25K -180 -50%
VCM
879
Vigilant Capital Management
Maine
$25K – – –
SHJ
880
Sharkey, Howes & Javer
Colorado
$23K -$63.4K -898 -73%
EWM
881
Edge Wealth Management
New York
$22K – – –
TCM
882
TD Capital Management
Tennessee
$21K +$136 +2 +0.7%
RBC
883
Roble Belko & Company
Pennsylvania
$20K – – –
MAS
884
Madden Advisory Services
Florida
$20K +$20K +302 New
RGI
885
River Global Investors
United Kingdom
$19K -$10.8M -153,390 -100%
NR
886
Newfound Research
Massachusetts
$19K -$21.4K -318 -53%
SIC
887
Salem Investment Counselors
North Carolina
$18K +$422 +6 +2%
PFSC
888
Peoples Financial Services Corp
Pennsylvania
$17K +$17K +250 New
WC
889
Whitnell & Co
Illinois
$16K – – –
OSNBOA
890
Old Second National Bank of Aurora
Illinois
$15K – – –
TCM
891
Tradewinds Capital Management
Washington
$14K – – –
LCM
892
Liberty Capital Management
Michigan
$13K – – –
CCM
893
Cohen Capital Management
California
$13K +$13K +188 New
FCMT
894
Founders Capital Management (Texas)
Texas
$13K +$13K +195 New
FCT
895
Family Capital Trust
Massachusetts
$12K -$674 -10 -5%
LWA
896
Lowe Wealth Advisors
Maryland
$10K – – –
LWM
897
Lenox Wealth Management
Ohio
$8K – – –
JCM
898
Jacobi Capital Management
Pennsylvania
$8K – – –
BTIS
899
BB&T Investment Services
North Carolina
$7K -$7.28K -105 -51%
BWM
900
Baystate Wealth Management
Massachusetts
$7K +$63 +1 +0.9%
34 35
36
37 38