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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 %
UCFA
76
United Capital Financial Advisors
Texas
$28.9M -$897K -12,801 -3%
WA
77
Wealth Architects
California
$28.5M +$349K +4,973 +1%
JPMPWA
78
J.P. Morgan Private Wealth Advisors
California
$28.5M +$1.23M +17,519 +5%
Cambridge Investment Research Advisors
79
Cambridge Investment Research Advisors
Iowa
$28.4M +$577K +8,228 +2%
JWA
80
JFS Wealth Advisors
Pennsylvania
$28.3M +$13.9M +197,820 +96%
SSB
81
Sandy Spring Bank
Maryland
$27.9M +$204K +2,905 +0.7%
GT
82
Glenmede Trust
Pennsylvania
$27.6M – – –
Janney Montgomery Scott
83
Janney Montgomery Scott
Pennsylvania
$27.6M -$628K -8,954 -2%
TF
84
TIAA FSB
Florida
$27.4M +$27.4M +390,966 New
NMIMC
85
Northwestern Mutual Investment Management Company
Wisconsin
$27.3M +$2.12M +30,300 +8%
Creative Planning
86
Creative Planning
Kansas
$27.1M +$962K +13,726 +4%
AAS
87
Annex Advisory Services
Wisconsin
$27M +$1.63M +23,202 +6%
PP
88
Pegasus Partners
Wisconsin
$26.9M +$119K +1,693 +0.4%
BSB
89
Bangor Savings Bank
Maine
$26.8M -$2.38K -34 -0%
PI
90
Pachira Investments
California
$26.5M -$75K -1,070 -0.3%
SB
91
Simmons Bank
Arkansas
$26.3M -$566K -8,069 -2%
DIP
92
DT Investment Partners
Pennsylvania
$25.5M +$617K +8,805 +2%
MA
93
MUFG Americas
New York
$25.3M -$714K -10,181 -3%
WAM
94
Wealthspire Advisors (Maryland)
Maryland
$25.1M +$423K +6,027 +2%
1832 Asset Management
95
1832 Asset Management
Ontario, Canada
$24.8M +$585K +8,340 +2%
AI
96
Accredited Investors
Minnesota
$24.4M -$1.88M -26,803 -7%
TC
97
Telemus Capital
Michigan
$24.3M -$2.91M -41,500 -11%
GC
98
Grimes & Company
Massachusetts
$24.1M -$8.79M -125,342 -27%
DT
99
Diversified Trust
Tennessee
$23.9M +$2.2M +31,400 +10%
VC
100
Vicus Capital
Pennsylvania
$23.7M +$22M +314,330 +1,319%
2 3
4
5 6