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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 %
EHC
951
Everett Harris & Co
California
$253K -$126K -1,646 -33%
SC
952
SouthState Corp
Florida
$251K -$70.6K -920 -22%
LCM
953
Logan Capital Management
Pennsylvania
$251K – – –
AC
954
Alexandria Capital
Virginia
$250K -$999 -13 -0.4%
LC
955
Lourd Capital
California
$250K +$32.2K +420 +15%
SEIA
956
Signature Estate & Investment Advisors
California
$249K -$3.53K -46 -1%
WP
957
WMS Partners
Maryland
$248K -$24.9K -324 -9%
FC
958
Financial Consulate
Maryland
$247K -$34.4K -448 -12%
HDIM
959
Hanson & Doremus Investment Management
Vermont
$247K – – –
DWM
960
Doyle Wealth Management
Florida
$247K +$12.5K +162 +5%
KFC
961
Klingenstein Fields & Co
New York
$247K +$247K +3,214 New
FA
962
FC Advisory
Pennsylvania
$244K +$1.08K +14 +0.4%
JCM
963
Jacobi Capital Management
Pennsylvania
$244K +$133K +1,710 +120%
HIMC
964
Heritage Investors Management Corp
Maryland
$243K -$1.54K -20 -0.6%
TA
965
Tiedemann Advisors
New York
$240K -$38.3K -497 -14%
AP
966
Appleton Partners
Massachusetts
$240K +$843 +11 +0.4%
CF
967
Centaurus Financial
California
$239K +$239K +3,112 New
NIC
968
Northwest Investment Counselors
Oregon
$237K +$6.91K +90 +3%
SCM
969
Stellar Capital Management
Arizona
$237K +$29K +377 +14%
SCM
970
Symons Capital Management
Pennsylvania
$237K +$237K +3,084 New
HCA
971
Harbour Capital Advisors
Virginia
$236K +$236K +3,070 New
LFG
972
LifePlan Financial Group
Ohio
$235K – – –
BC
973
Burney Company
Virginia
$233K +$233K +3,027 New
PCA
974
Personal Capital Advisors
California
$232K +$232K +3,019 New
IWA
975
Intercontinental Wealth Advisors
Texas
$230K – – –
37 38
39
40 41