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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
1
Fidelity Investments
Massachusetts
$851M
2
Bank of America
2
Bank of America
North Carolina
$1.36B
3
Bessemer Group
3
Bessemer Group
New Jersey
$109M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$350M
5
Goldman Sachs
5
Goldman Sachs
New York
$211M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$1.86B
2
HNB
2
Huntington National Bank
Ohio
$118M
3
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$287M
4
LPL Financial
4
LPL Financial
California
$224M
5
CGI
5
Cougar Global Investments
Ontario, Canada
$8.37M
Name Holding Trade Value Shares
Change 		Shares
Change %
WAP
901
Wealthcare Advisory Partners
Pennsylvania
$9K +$2.35K +34 +35%
LWM
902
Lenox Wealth Management
Ohio
$8K – – –
BWM
903
Baystate Wealth Management
Massachusetts
$8K – – –
JCM
904
Jacobi Capital Management
Pennsylvania
$8K – – –
BTIS
905
BB&T Investment Services
North Carolina
$8K +$655 +9 +9%
SIAS
906
Shine Investment Advisory Services
Colorado
$8K +$8K +114 New
YWP
907
YorkBridge Wealth Partners
New York
$7K – – –
CCM
908
Cribstone Capital Management
Maine
$7K +$7K +100 New
PK
909
Pflug Koory
Nebraska
$6K – – –
CFA
910
Camarda Financial Advisors
Florida
$6K +$6K +85 New
AIM
911
Anchor Investment Management
South Carolina
$5.05K – – –
FWM
912
Focused Wealth Management
New York
$5K – – –
Barclays
913
Barclays
United Kingdom
$4K -$2.99M -39,675 -100%
MIM
914
Macroview Investment Management
Maryland
$4K – – –
RAM
915
Riggs Asset Management
Pennsylvania
$2K – – –
FM
916
Forward Management
California
$1K +$1K +9 New
HH
917
HWG Holdings
Texas
$1K +$1K +11 New
VCM
918
Vivaldi Capital Management
Illinois
$592 +$61 +877 +12%
IWM
919
IHT Wealth Management
Illinois
$243 -$1 -8 -0.4%
Two Sigma Advisers
920
Two Sigma Advisers
New York
– -$12.4M -179,400 Closed
FTUS
921
Flow Traders U.S.
New York
– -$10.6M -153,057 Closed
PL
922
Polianta Ltd
Jersey
– -$9.34M -135,000 Closed
BWL
923
Bogart Wealth LLC
Virginia
– -$7.51M -108,562 Closed
Cerity Partners
924
Cerity Partners
New York
– -$4.95M -71,561 Closed
BPB
925
Badgley, Phelps & Bell
Washington
– -$4.92M -71,078 Closed
35 36
37
38 39