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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
1
BlackRock
New York
$334M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$698M
3
Bank of America
3
Bank of America
North Carolina
$1.26B
4
RJA
4
Raymond James & Associates
Florida
$300M
5
Wells Fargo
5
Wells Fargo
California
$2.9B

Top Sellers

1
VC
1
Vicus Capital
Pennsylvania
$21.1M
2
VA
2
Valmark Advisers
Ohio
$274M
3
Bessemer Group
3
Bessemer Group
New Jersey
$32.7M
4
Baird Financial Group
4
Baird Financial Group
Wisconsin
$43M
5
CC
5
Cadinha & Co
Hawaii
$1.86M
Name Holding Trade Value Shares
Change 		Shares
Change %
WAP
901
Wealthcare Advisory Partners
Pennsylvania
$7K +$7K +96 New
YWP
902
YorkBridge Wealth Partners
New York
$7K +$7K +97 New
PK
903
Pflug Koory
Nebraska
$6K – – –
AWMS
904
Advocacy Wealth Management Services
Georgia
$5K -$10.6K -166 -68%
FWM
905
Focused Wealth Management
New York
$5K – – –
AIM
906
Anchor Investment Management
South Carolina
$4.98K – – –
MIM
907
Macroview Investment Management
Maryland
$4K – – –
NDSI
908
Newman Dignan & Sheerar Inc
Rhode Island
$2.61K +$23 +339 +0.9%
RAM
909
Riggs Asset Management
Pennsylvania
$2K -$6.95M -104,302 -100%
VCM
910
Vivaldi Capital Management
Illinois
$524 +$524 +7,574 New
PP
911
Pension Partners
New York
– -$19.9M -289,752 Closed
HA
912
Homestead Advisers
Virginia
– -$13.8M -200,000 Closed
MIAN
913
Mariner Independent Advisor Network
Kansas
– -$12.8M -186,202 Closed
HH
914
HWG Holdings
Texas
– -$12.7M -185,340 Closed
VanEck Associates
915
VanEck Associates
New York
– -$12.1M -175,596 Closed
MP
916
Manifold Partners
California
– -$9.65M -140,306 Closed
SAM
917
Solaris Asset Management
New York
– -$4.72M -68,698 Closed
AC
918
Addenda Capital
Quebec, Canada
– -$4.53M -65,864 Closed
FAM
919
Foothills Asset Management
Arizona
– -$3.31M -48,168 Closed
PCM
920
Pointe Capital Management
Michigan
– -$3.1M -45,126 Closed
ECM
921
Ensemble Capital Management
California
– -$2.37M -34,420 Closed
Millennium Management
922
Millennium Management
New York
– -$2.12M -30,800 Closed
IWA
923
IBEX Wealth Advisors
New Jersey
– -$864K -25,424 Closed
PP
924
PDT Partners
New York
– -$1.69M -24,590 Closed
AIG
925
American International Group
New York
– -$1.34M -19,496 Closed
35 36
37
38 39