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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 %
Pacer Advisors
901
Pacer Advisors
Pennsylvania
$310K -$65.7K -856 -17%
HWM
902
Highwater Wealth Management
Colorado
$309K +$3.15K +41 +1%
G
903
Gainplan
Michigan
$309K +$309K +4,024 New
FVCM
904
F&V Capital Management
Florida
$308K +$35.7K +465 +13%
FWSM
905
First Wilshire Securities Management
California
$307K – – –
SMG
906
Spectrum Management Group
Indiana
$306K – – –
PO
907
Private Ocean
California
$306K +$128K +1,668 +72%
B
908
Brightworth
Georgia
$303K -$110K -1,431 -27%
CFSG
909
Community Financial Services Group
Vermont
$303K +$303K +3,947 New
SA
910
Strategic Advisors
New York
$302K -$6.22K -81 -2%
CCA
911
Clearwater Capital Advisors
Illinois
$299K +$1.08K +14 +0.4%
JWS
912
Juncture Wealth Strategies
Arizona
$299K +$15.8K +206 +6%
LA
913
LexAurum Advisors
Kansas
$299K +$299K +3,755 New
Fisher Asset Management
914
Fisher Asset Management
Washington
$295K -$107K -1,397 -27%
WPP
915
Whalerock Point Partners
Rhode Island
$295K +$5.23K +68 +2%
OA
916
Oxbow Advisors
Texas
$294K – – –
CCA
917
Cobblestone Capital Advisors
New York
$293K -$692 -9 -0.2%
NB
918
Nicolet Bankshares
Wisconsin
$292K – – –
OCM
919
Orser Capital Management
Texas
$292K +$292K +3,660 New
W
920
Wealthfront
California
$291K -$24.4K -318 -8%
WA1
921
Wimmer Associates 1
California
$291K +$14.2K +185 +5%
SAM
922
Silvercrest Asset Management
New York
$288K +$20.6K +268 +8%
CC
923
Claybrook Capital
Massachusetts
$284K +$284K +3,700 New
IP
924
Intellectus Partners
California
$283K +$8.68K +113 +3%
AF
925
Affiance Financial
Minnesota
$282K -$7.22K -94 -2%
35 36
37
38 39