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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
1
BlackRock
New York
$334M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$698M
3
Bank of America
3
Bank of America
North Carolina
$1.26B
4
RJA
4
Raymond James & Associates
Florida
$300M
5
Wells Fargo
5
Wells Fargo
California
$2.9B

Top Sellers

1
VC
1
Vicus Capital
Pennsylvania
$21.1M
2
VA
2
Valmark Advisers
Ohio
$274M
3
Bessemer Group
3
Bessemer Group
New Jersey
$32.7M
4
Baird Financial Group
4
Baird Financial Group
Wisconsin
$43M
5
CC
5
Cadinha & Co
Hawaii
$1.86M
Name Holding Trade Value Shares
Change 		Shares
Change %
WA
76
Wealth Architects
California
$27.8M -$348K -5,037 -1%
GT
77
Glenmede Trust
Pennsylvania
$27.6M +$3.09M +44,627 +13%
Cambridge Investment Research Advisors
78
Cambridge Investment Research Advisors
Iowa
$27.4M -$8.58M -124,081 -24%
SSB
79
Sandy Spring Bank
Maryland
$27.3M +$1.26M +18,190 +5%
TC
80
Telemus Capital
Michigan
$26.9M +$26.9M +388,636 New
JPMPWA
81
J.P. Morgan Private Wealth Advisors
California
$26.9M +$3.52M +50,878 +15%
SB
82
Simmons Bank
Arkansas
$26.5M +$618K +8,937 +2%
BSB
83
Bangor Savings Bank
Maine
$26.4M -$4M -57,841 -13%
PP
84
Pegasus Partners
Wisconsin
$26.4M +$4.94M +71,476 +23%
PI
85
Pachira Investments
California
$26.2M +$922K +13,326 +4%
CGI
86
Cougar Global Investments
Ontario, Canada
$25.9M +$12.4M +179,137 +92%
AI
87
Accredited Investors
Minnesota
$25.9M -$2.52M -36,439 -9%
Creative Planning
88
Creative Planning
Kansas
$25.8M +$432K +6,245 +2%
MA
89
MUFG Americas
New York
$25.7M -$870K -12,574 -3%
AAS
90
Annex Advisory Services
Wisconsin
$25M +$952K +13,760 +4%
NMIMC
91
Northwestern Mutual Investment Management Company
Wisconsin
$24.8M +$10.2M +147,200 +70%
DIP
92
DT Investment Partners
Pennsylvania
$24.6M +$176K +2,552 +0.7%
MFW
93
Meristem Family Wealth
Minnesota
$24.4M +$1.01M +14,658 +4%
WAM
94
Wealthspire Advisors (Maryland)
Maryland
$24.3M +$2.08M +30,062 +9%
TCT
95
TIAA CREF Trust
Missouri
$24.3M +$1.53M +22,138 +7%
1832 Asset Management
96
1832 Asset Management
Ontario, Canada
$23.9M -$24.2M -349,800 -50%
RIG
97
RiverFront Investment Group
Virginia
$23.2M -$24M -347,339 -51%
V
98
Veritable
Delaware
$22.4M +$19.7K +285 +0.1%
BF
99
BOK Financial
Oklahoma
$21.9M +$3.11M +44,963 +17%
HL
100
HeadInvest LLC
Maine
$21.6M +$36.7K +530 +0.2%
2 3
4
5 6