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iShares Core S&P Small-Cap ETF
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Overview Fund Activity

941 hedge funds and large institutions have $20B invested in iShares Core S&P Small-Cap ETF in 2017 Q3 according to their latest regulatory filings, with 68 funds opening new positions, 464 increasing their positions, 291 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
941
Holders Change
+24
Holders Change %
+2.62%
% of All Funds
23.5%
Holding in Top 10
165
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+4.43%
% of All Funds
4.12%
New
68
Increased
464
Reduced
291
Closed
35
Calls
$31.1M
Puts
$14.1M
Net Calls
+$17M
Net Calls Change
+$7.24M

Top Buyers

1
BlackRock
1
BlackRock
New York
$577M
2
Bank of America
2
Bank of America
North Carolina
$1.57B
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$1.02B
4
UBS Group
4
UBS Group
Switzerland
$1.11B
5
SIM
5
Scottrade Investment Management
Missouri
$104M

Top Sellers

1
HNB
1
Huntington National Bank
Ohio
$124M
2
Public Sector Pension Investment Board (PSP Investments)
2
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$24.1M
3
Bessemer Group
3
Bessemer Group
New Jersey
$34.3M
4
Wells Fargo
4
Wells Fargo
California
$1.89B
5
Citigroup
5
Citigroup
New York
$15.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
HR
926
Howe & Rusling
New York
$12K – – –
FM
927
Forward Management
California
$12K +$11.3K +142 +1,578%
BWM
928
Baystate Wealth Management
Massachusetts
$8K – – –
LWM
929
Lenox Wealth Management
Ohio
$8K – – –
CFA
930
Camarda Financial Advisors
Florida
$8K +$1.33K +17 +20%
FWM
931
Focused Wealth Management
New York
$8K +$2.53K +36 +46%
AIS
932
AlphaOne Investment Services
Pennsylvania
$8K +$8K +114 New
YWP
933
YorkBridge Wealth Partners
New York
$7K – – –
PK
934
Pflug Koory
Nebraska
$6K – – –
BL
935
Balentine LLC
Georgia
$6K +$6K +84 New
MIM
936
Macroview Investment Management
Maryland
$4K – – –
CCM
937
Cribstone Capital Management
Maine
$2K -$4.67K -70 -70%
RAM
938
Riggs Asset Management
Pennsylvania
$2K – – –
SA
939
SRH Advisors
Kansas
$2K +$2K +30 New
MMG
940
Monetary Management Group
Missouri
$1K +$1K +10 New
CG
941
Corundum Group
Colorado
$679 +$267 +3,600 +65%
SC
942
SouthState Corp
Florida
$311 +$311 +4,192 New
ED
943
Exane Derivatives
France
$74 -$153K -2,064 -100%
PAS
944
Park Avenue Securities
New York
– -$13.5M -192,359 Closed
Millennium Management
945
Millennium Management
New York
– -$11.3M -160,600 Closed
CS
946
Credit Suisse
Switzerland
– -$7.31M -104,198 Closed
FTIOP
947
Fiduciary Trust International of Pennsylvania
Pennsylvania
– -$6.03M -85,991 Closed
Capital Fund Management (CFM)
948
Capital Fund Management (CFM)
France
– -$4.35M -62,059 Closed
SG Americas Securities
949
SG Americas Securities
New York
– -$2.97M -42,357 Closed
TCM
950
Tuttle Capital Management
Connecticut
– -$2.51M -35,862 Closed
36 37
38
39 40