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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 %
SCM
1001
Stordahl Capital Management
Colorado
$200K +$200K +2,607 New
HCA
1002
Horan Capital Advisors
Ohio
$195K -$61.4K -800 -24%
SFPIA
1003
Stevens First Principles Investment Advisors
California
$191K -$2.3K -30 -1%
CHP
1004
Cable Hill Partners
Oregon
$172K -$132K -1,703 -43%
MCM
1005
Manchester Capital Management
Vermont
$161K +$7.54K +98 +5%
GI
1006
GS Investments
Minnesota
$159K +$142K +1,850 +819%
LJHT
1007
Laurie J. Hall Trustee
$158K +$158K +2,052 New
RFWA
1008
RPg Family Wealth Advisory
Massachusetts
$157K -$9.99K -130 -6%
VCM
1009
Virtue Capital Management
Tennessee
$154K +$154K +2,003 New
First Manhattan
1010
First Manhattan
New York
$146K +$25K +325 +21%
GWS
1011
Glassman Wealth Services
Virginia
$145K – – –
SWM
1012
SeaCrest Wealth Management
New York
$138K +$138K +1,798 New
NPP
1013
New Potomac Partners
Maryland
$138K +$138K +1,801 New
PFBT
1014
Parkside Financial Bank & Trust
Missouri
$137K +$23.9K +311 +21%
KTC
1015
Kistler-Tiffany Companies
Pennsylvania
$136K – – –
LNWWM
1016
Laird Norton Wetherby Wealth Management
California
$130K – – –
WWM
1017
Wagner Wealth Management
South Carolina
$125K +$125K +1,576 New
BAM
1018
Barrett Asset Management
New York
$124K – – –
AIA
1019
Armor Investment Advisors
North Carolina
$123K -$7.7K -100 -6%
EDRH
1020
Edmond de Rothschild Holding
Switzerland
$123K – – –
AF
1021
Allworth Financial
California
$122K -$7.82K -102 -6%
AWM
1022
Aevitas Wealth Management
Massachusetts
$112K +$112K +1,459 New
PSW
1023
Portfolio Strategies (Washington)
Washington
$111K +$3.41K +43 +3%
LC
1024
Landaas & Company
Wisconsin
$108K – – –
IDBONY
1025
Israel Discount Bank of New York
New York
$100K – – –
39 40
41
42 43