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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 %
FIG
926
FundX Investment Group
California
– -$3.97M -57,407 Closed
VHAM
927
Van Hulzen Asset Management
California
– -$2.32M -33,548 Closed
WPW
928
Waldron Private Wealth
Pennsylvania
– -$2.2M -31,839 Closed
QA
929
Quantitative Advantage
Minnesota
– -$1.53M -22,049 Closed
GXMC
930
Global X Management Company
New York
– -$1.48M -21,456 Closed
NSLI
931
Nan Shan Life Insurance
Taiwan
– -$1.25M -18,000 Closed
CCT
932
Country Club Trust
Missouri
– -$1.04M -15,013 Closed
LMIM
933
Lockheed Martin Investment Management
Maryland
– -$1M -14,486 Closed
ASRS
934
Arizona State Retirement System
Arizona
– -$970K -14,020 Closed
TSWM
935
Triangle Securities Wealth Management
North Carolina
– -$882K -12,753 Closed
EF
936
Empirical Finance
Pennsylvania
– -$707K -10,230 Closed
HB
937
Homrich & Berg
Georgia
– -$566K -8,186 Closed
IAA
938
Independent Advisor Alliance
North Carolina
– -$509K -7,567 Closed
SWM
939
Stockman Wealth Management
Montana
– -$502K -7,256 Closed
FA
940
FMA Advisory
Pennsylvania
– -$485K -7,010 Closed
OMC
941
Old Mission Capital
Illinois
– -$464K -6,705 Closed
PPSG
942
Princeton Portfolio Strategies Group
New Jersey
– -$410K -5,929 Closed
Tudor Investment Corp
943
Tudor Investment Corp
Connecticut
– -$351K -5,075 Closed
PG
944
Proffitt & Goodson
Tennessee
– -$326K -4,720 Closed
MHS
945
M Holdings Securities
Oregon
– -$317K -4,590 Closed
IC
946
Iconiq Capital
California
– -$311K -4,496 Closed
BFC
947
Blue Fin Capital
Rhode Island
– -$268K -3,880 Closed
WFWM
948
Wechter Feldman Wealth Management
New Jersey
– -$248K -3,580 Closed
DAS
949
Dynamic Advisor Solutions
Arizona
– -$247K -3,574 Closed
GLA
950
Great Lakes Advisors
Illinois
– -$241K -3,491 Closed
35 36 37
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