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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 %
MPWT
76
MassMutual Private Wealth & Trust
Connecticut
$32.9M +$631K +8,498 +2%
FA
77
FDx Advisors
Illinois
$32.9M -$49.7K -670 -0.2%
UCFA
78
United Capital Financial Advisors
Texas
$31.5M +$916K +12,340 +3%
NA
79
Nottingham Advisors
New York
$31.4M +$557K +7,498 +2%
JPMPWA
80
J.P. Morgan Private Wealth Advisors
California
$30.9M +$802K +10,809 +3%
TF
81
TIAA FSB
Florida
$30.9M +$1.92M +25,810 +7%
WA
82
Wealth Architects
California
$30.7M +$499K +6,719 +2%
AIM
83
Astor Investment Management
Illinois
$30.6M +$8.97M +120,864 +41%
GFPC
84
Global Financial Private Capital
Florida
$30.5M +$11.8M +158,931 +63%
SSB
85
Sandy Spring Bank
Maryland
$30.4M +$931K +12,540 +3%
BP
86
Ballentine Partners
Massachusetts
$30.2M -$2.5M -33,699 -8%
JWA
87
JFS Wealth Advisors
Pennsylvania
$30.2M +$170K +2,285 +0.6%
AAS
88
Annex Advisory Services
Wisconsin
$29.5M +$943K +12,707 +3%
Creative Planning
89
Creative Planning
Kansas
$29.3M +$590K +7,949 +2%
BCI
90
Brinker Capital Investments
Pennsylvania
$28.8M +$16.3M +218,988 +130%
WAM
91
Wealthspire Advisors (Maryland)
Maryland
$28.5M +$1.92M +25,884 +7%
BSB
92
Bangor Savings Bank
Maine
$28.4M +$62.6K +844 +0.2%
PP
93
Pegasus Partners
Wisconsin
$28.4M -$61.5K -829 -0.2%
DIP
94
DT Investment Partners
Pennsylvania
$28M +$1.03M +13,846 +4%
PI
95
Pachira Investments
California
$27.9M -$175K -2,354 -0.6%
UBS AM
96
UBS AM
Illinois
$27.1M +$4.92M +66,315 +22%
VC
97
Vicus Capital
Pennsylvania
$27.1M +$1.98M +26,645 +8%
SB
98
Simmons Bank
Arkansas
$26.6M -$1.17M -15,742 -4%
MA
99
MUFG Americas
New York
$26.4M -$384K -5,178 -1%
1832 Asset Management
100
1832 Asset Management
Ontario, Canada
$25.9M +$492K +6,850 +2%
2 3
4
5 6