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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 %
WC
1076
Whitnell & Co
Illinois
$18K – – –
OPWM
1077
Oak Point Wealth Management
Michigan
$18K +$18K +228 New
TFA
1078
Toth Financial Advisory
Virginia
$18K +$18K +232 New
OSNBOA
1079
Old Second National Bank of Aurora
Illinois
$17K – – –
LWA
1080
Lowe Wealth Advisors
Maryland
$16K +$1.39K +18 +10%
LCM
1081
Liberty Capital Management
Michigan
$15K – – –
FCMT
1082
Founders Capital Management (Texas)
Texas
$15K +$77 +1 +0.5%
TRCT
1083
Tower Research Capital (TRC)
New York
$15K +$15K +200 New
VCM
1084
Vigilant Capital Management
Maine
$14K -$19.4K -260 -58%
FCT
1085
Family Capital Trust
Massachusetts
$14K – – –
FNB
1086
Farmers National Bank
Kentucky
$12K +$12K +156 New
BWP
1087
Baldwin Wealth Partners
Massachusetts
$11K +$11K +140 New
DG
1088
Delek Group
Israel
$10K +$10K +132 New
LWM
1089
Lenox Wealth Management
Ohio
$9K – – –
BWM
1090
Baystate Wealth Management
Massachusetts
$9K – – –
CFA
1091
Camarda Financial Advisors
Florida
$9K +$947 +12 +12%
MPPLM
1092
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$9K +$9K +118 New
SIS
1093
Sound Income Strategies
Florida
$9K +$9K +124 New
TAIM
1094
TD Ameritrade Investment Management
Nebraska
$8K +$8K +98 New
MIM
1095
Macroview Investment Management
Maryland
$7K +$2.75K +35 +65%
FWM
1096
Focused Wealth Management
New York
$6K -$2.77K -36 -32%
PK
1097
Pflug Koory
Nebraska
$6K – – –
CA
1098
Centerpoint Advisors
Massachusetts
$6K +$6K +76 New
Barclays
1099
Barclays
United Kingdom
$5K -$1.74M -24,750 -100%
DAM
1100
Delta Asset Management
Tennessee
$5K +$5K +70 New
42 43
44
45 46