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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 %
NCM
976
Northwest Capital Management
Oregon
$229K +$229K +2,984 New
CBTWT
977
Community Bank & Trust (Waco, Texas)
Texas
$228K – – –
AIA
978
Avalon Investment & Advisory
Texas
$227K +$227K +2,960 New
UR
979
USCA RIA
Texas
$225K +$225K +2,930 New
RI
980
RWWM Inc
California
$223K +$223K +2,906 New
CS
981
Cannell & Spears
New York
$219K -$95.1K -1,238 -30%
QPWM
982
Quadrant Private Wealth Management
Pennsylvania
$219K +$219K +2,854 New
CIC
983
Cornercap Investment Counsel
Georgia
$218K +$218K +2,832 New
WCM
984
Wealthcare Capital Management
Virginia
$217K -$8.45K -110 -4%
CLOS
985
Compagnie Lombard Odier SCmA
Switzerland
$216K -$224K -2,900 -51%
PA
986
Probity Advisors
Texas
$216K – – –
AWM
987
Aries Wealth Management
Maine
$215K +$215K +2,690 New
P
988
Pitcairn
Pennsylvania
$211K – – –
BIA
989
BHK Investment Advisors
Alabama
$211K +$211K +2,743 New
TWA
990
TCI Wealth Advisors
Arizona
$207K +$102K +1,324 +97%
TCB
991
Texas Capital Bancshares
Texas
$207K +$207K +2,697 New
BRC
992
Bell Rock Capital
Delaware
$206K +$53K +702 +35%
HSBC Holdings
993
HSBC Holdings
United Kingdom
$205K -$58.6K -762 -22%
LAIC
994
Lederer & Associates Investment Counsel
California
$205K +$205K +2,670 New
FNBTCON
995
First National Bank & Trust Co of Newtown
Pennsylvania
$204K +$204K +2,660 New
NEPWA
996
New England Private Wealth Advisors
Massachusetts
$203K -$95.8K -1,246 -32%
PAM
997
Premier Asset Management
Illinois
$203K -$5.75K -75 -3%
AWS
998
AJ Wealth Strategies
New York
$202K +$202K +2,635 New
BTW
999
Boston Trust Walden
Massachusetts
$201K +$201K +2,620 New
WCWM
1000
Wooster Corthell Wealth Management
Connecticut
$200K +$200K +2,600 New
38 39
40
41 42