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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 %
FPCG
876
Fort Pitt Capital Group
Pennsylvania
$336K +$56.9K +741 +20%
PEA
877
Pacific Edge Advisors
California
$336K +$336K +4,376 New
BI
878
Ballast Inc
Kentucky
$334K +$334K +4,342 New
CHC
879
City Holding Co
West Virginia
$333K +$2.3K +30 +0.7%
EFS
880
Essex Financial Services
Connecticut
$333K +$3.92K +51 +1%
RC
881
RegentAtlantic Capital
New Jersey
$332K -$86.3K -1,123 -21%
WA
882
Winfield Associates
Ohio
$331K +$331K +4,300 New
ANTB
883
AMG National Trust Bank
Colorado
$330K – – –
LW
884
Linscomb Wealth
Texas
$328K +$4.54K +59 +1%
SPWA
885
SteelBridge Private Wealth Advisors
Florida
$328K +$108K +1,409 +49%
FMBTD
886
First Midwest Bank Trust Division
Illinois
$325K -$109K -1,416 -25%
HA
887
Harborview Advisors
Maine
$325K +$325K +4,230 New
MCP
888
Mirador Capital Partners
California
$323K – – –
MCM
889
McRae Capital Management
New Jersey
$323K +$26.8K +349 +9%
AWA
890
Acorn Wealth Advisors
Michigan
$323K +$323K +4,174 New
PSF
891
Pacific Sun Financial
California
$323K +$323K +4,200 New
EA
892
Edge Advisors
Georgia
$322K – – –
GAMC
893
Garner Asset Management Corp
Texas
$320K +$1K +13 +0.3%
ANB
894
Amarillo National Bank
Texas
$318K -$408K -5,315 -56%
MCM
895
MV Capital Management
Maryland
$318K -$1.15K -15 -0.4%
SHCM
896
Stokes & Hubbell Capital Management
Louisiana
$317K +$25.6K +333 +9%
HCIA
897
Hochman Cole Investment Advisors
Illinois
$316K – – –
KC
898
Kingfisher Capital
North Carolina
$312K +$615 +8 +0.2%
CAS
899
Cue Advisory Services
Arizona
$312K +$16.4K +213 +6%
CANC
900
Culbertson A N & Co
Virginia
$312K +$312K +4,060 New
34 35
36
37 38