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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
1
Bank of America
North Carolina
$1.73B
2
LPL Financial
2
LPL Financial
California
$347M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$1.13B
4
Morgan Stanley
4
Morgan Stanley
New York
$945M
5
USAA
5
United Services Automobile Association
Texas
$41.1M

Top Sellers

1
S
1
Schroders
United Kingdom
$264M
2
SIM
2
Sentry Investment Management
Wisconsin
$0
3
HNB
3
Huntington National Bank
Ohio
$129M
4
SAS
4
Sage Advisory Services
Texas
$69.1M
5
PV
5
Private Vista
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MIA
76
MainStreet Investment Advisors
Illinois
$34.4M +$34.4M +447,782 New
TF
77
TIAA FSB
Florida
$33.8M +$1.81M +23,548 +6%
JPMPWA
78
J.P. Morgan Private Wealth Advisors
California
$32.9M +$895K +11,647 +3%
NA
79
Nottingham Advisors
New York
$32.3M -$180K -2,343 -0.6%
UCFA
80
United Capital Financial Advisors
Texas
$32M -$846K -10,943 -3%
SSB
81
Sandy Spring Bank
Maryland
$31.8M +$307K +3,992 +1%
NMIMC
82
Northwestern Mutual Investment Management Company
Wisconsin
$31.6M -$2.65M -34,500 -8%
WA
83
Wealth Architects
California
$31.5M -$260K -3,388 -0.8%
AAS
84
Annex Advisory Services
Wisconsin
$31.3M +$691K +9,002 +2%
Creative Planning
85
Creative Planning
Kansas
$31.2M +$812K +10,570 +3%
PP
86
Pegasus Partners
Wisconsin
$30.9M +$1.49M +19,369 +5%
JWA
87
JFS Wealth Advisors
Pennsylvania
$30.8M -$405K -5,274 -1%
VC
88
Vicus Capital
Pennsylvania
$30.7M +$2.69M +35,079 +10%
BP
89
Ballentine Partners
Massachusetts
$30.6M -$655K -8,529 -2%
AIM
90
Astor Investment Management
Illinois
$30.4M -$1.22M -15,890 -4%
BCI
91
Brinker Capital Investments
Pennsylvania
$30.4M +$628K +8,174 +2%
GFPC
92
Global Financial Private Capital
Florida
$30M -$1.56M -20,332 -5%
LSAG
93
Lake Street Advisors Group
New Hampshire
$29.8M +$29.8M +387,581 New
DIP
94
DT Investment Partners
Pennsylvania
$29.6M +$587K +7,638 +2%
BSB
95
Bangor Savings Bank
Maine
$29M -$421K -5,477 -1%
PI
96
Pachira Investments
California
$28.6M -$265K -3,450 -0.9%
UBS AM
97
UBS AM
Illinois
$28.4M +$305K +3,966 +1%
FMI
98
Factory Mutual Insurance
Massachusetts
$28.2M +$12.8M +166,500 +83%
Public Sector Pension Investment Board (PSP Investments)
99
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$27.2M +$2.3M +30,000 +9%
AI
100
Accredited Investors
Minnesota
$26.9M +$111K +1,446 +0.4%
2 3
4
5 6