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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 %
ADL
876
Asset Dedication LLC
California
$32K – – –
CDIA
877
Capital Directions Investment Advisors
Georgia
$30K – – –
CHP
878
Cable Hill Partners
Oregon
$30K – – –
ZB
879
Zions Bancorporation
Utah
$29K -$8.49K -120 -23%
PCTC
880
Perkins Coie Trust Company
Washington
$28K – – –
NCM
881
New Capital Management
Texas
$25K – – –
VCM
882
Vigilant Capital Management
Maine
$25K – – –
SHJ
883
Sharkey, Howes & Javer
Colorado
$23K – – –
TCM
884
TD Capital Management
Tennessee
$22K – – –
EWM
885
Edge Wealth Management
New York
$22K – – –
NR
886
Newfound Research
Massachusetts
$20K – – –
RBC
887
Roble Belko & Company
Pennsylvania
$20K – – –
PFSC
888
Peoples Financial Services Corp
Pennsylvania
$18K – – –
TCM
889
Tradewinds Capital Management
Washington
$18K +$3.83K +54 +27%
WC
890
Whitnell & Co
Illinois
$17K – – –
OSNBOA
891
Old Second National Bank of Aurora
Illinois
$16K – – –
GI
892
GS Investments
Minnesota
$14.4K +$14.4K +206 New
FCMT
893
Founders Capital Management (Texas)
Texas
$14K – – –
LCM
894
Liberty Capital Management
Michigan
$13K – – –
FCT
895
Family Capital Trust
Massachusetts
$12K – – –
LWA
896
Lowe Wealth Advisors
Maryland
$12K +$1.57K +22 +15%
MCIA
897
Mountain Capital Investment Advisors
Colorado
$12K +$12K +166 New
HR
898
Howe & Rusling
New York
$11K -$37K -545 -77%
PRS
899
Pinkerton Retirement Specialists
Idaho
$11K +$11K +152 New
DCM
900
DeGreen Capital Management
Arizona
$9.37K +$376 +5,364 +4%
34 35
36
37 38