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

Top Sellers

1
VC
Vicus Capital
Pennsylvania
$21.1M
2
VA
Valmark Advisers
Ohio
$274M
3
Bessemer Group
Bessemer Group
New Jersey
$32.7M
4
Baird Financial Group
Baird Financial Group
Wisconsin
$43M
5
CC
Cadinha & Co
Hawaii
$1.86M
Name Holding Trade Value Shares
Change 		Shares
Change %
Citadel Advisors
926
Citadel Advisors
Florida
– -$997K -14,494 Closed
FMI
927
Fiduciary Management Inc
Wisconsin
– -$873K -12,690 Closed
IPC
928
Independent Portfolio Consultants
Florida
– -$708K -10,300 Closed
ACM
929
Azimuth Capital Management
Michigan
– -$581K -8,448 Closed
BC
930
Brinker Capital
Pennsylvania
– -$525K -7,630 Closed
TSS
931
Two Sigma Securities
New York
– -$523K -7,604 Closed
CAM
932
Concorde Asset Management
Michigan
– -$416K -6,052 Closed
BWP
933
BSW Wealth Partners
Colorado
– -$406K -5,898 Closed
FPCG
934
Fort Pitt Capital Group
Pennsylvania
– -$302K -4,388 Closed
TAM
935
Trillium Asset Management
Massachusetts
– -$293K -4,268 Closed
LW
936
Linscomb Wealth
Texas
– -$279K -4,050 Closed
LSA
937
L & S Advisors
California
– -$272K -3,952 Closed
GC
938
Garde Capital
Washington
– -$254K -3,686 Closed
BHTS
939
Bar Harbor Trust Services
Maine
– -$236K -3,436 Closed
DLHL
940
Donald L. Hagan LLC
Florida
– -$219K -3,192 Closed
PA
941
Probity Advisors
Texas
– -$219K -3,184 Closed
LAIC
942
Lederer & Associates Investment Counsel
California
– -$214K -3,110 Closed
KP
943
Keel Point
Alabama
– -$212K -3,090 Closed
BIG
944
Bellwether Investment Group
Tennessee
– -$103K -1,504 Closed
SIG
945
Stanford Investment Group
California
– -$70K -1,022 Closed
CFA
946
Camarda Financial Advisors
Florida
– -$63K -912 Closed
WAS
947
WESPAC Advisors SoCal
California
– -$61.2K -890 Closed
JIC
948
Joel Isaacson & Co
New York
– -$48K -692 Closed
BWP
949
Baldwin Wealth Partners
Massachusetts
– -$30K -440 Closed
CG
950
Cutler Group
California
– -$13K -202 Closed
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