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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 %
CWM
951
Concentric Wealth Management
California
– -$240K -3,465 Closed
SFPM
952
Sensible Financial Planning & Management
Massachusetts
– -$228K -3,294 Closed
ECAM
953
East Coast Asset Management
Massachusetts
– -$219K -3,167 Closed
LPT
954
Legacy Private Trust
Wisconsin
– -$218K -3,154 Closed
FWIA
955
Fort Washington Investment Advisors
Ohio
– -$208K -3,004 Closed
HCM
956
Horan Capital Management
Maryland
– -$176K -2,552 Closed
ACS
957
Archford Capital Strategies
Illinois
– -$162K -2,340 Closed
BKA
958
Brick & Kyle Associates
Pennsylvania
– -$135K -1,950 Closed
HCA
959
Harbour Capital Advisors
Virginia
– -$126K -1,820 Closed
HT
960
Heritage Trust
Oklahoma
– -$111K -1,600 Closed
ARMC
961
American Research & Management Company
Massachusetts
– -$103K -1,484 Closed
FPF
962
FNY Partners Fund
New York
– -$99K -1,442 Closed
CGT
963
Capital Guardian Trust
California
– -$76K -1,102 Closed
AA
964
Apriem Advisors
California
– -$49K -708 Closed
MAS
965
Madden Advisory Services
Florida
– -$20K -302 Closed
RGI
966
River Global Investors
United Kingdom
– -$19K -270 Closed
SIC
967
Salem Investment Counselors
North Carolina
– -$18K -256 Closed
CCM
968
Cohen Capital Management
California
– -$13K -188 Closed
AWMS
969
Advocacy Wealth Management Services
Georgia
– -$5K -78 Closed
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