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iShares Core S&P Small-Cap ETF
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Overview Fund Activity

917 hedge funds and large institutions have $17.3B invested in iShares Core S&P Small-Cap ETF in 2017 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 435 increasing their positions, 276 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
917
Holders Change
+8
Holders Change %
+0.88%
% of All Funds
22.9%
Holding in Top 10
158
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-7.6%
% of All Funds
3.95%
New
71
Increased
435
Reduced
276
Closed
51
Calls
$24.2M
Puts
$14.4M
Net Calls
+$9.78M
Net Calls Change
+$5.02M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$851M
2
Bank of America
2
Bank of America
North Carolina
$1.36B
3
Bessemer Group
3
Bessemer Group
New Jersey
$109M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$350M
5
Goldman Sachs
5
Goldman Sachs
New York
$211M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$1.86B
2
HNB
2
Huntington National Bank
Ohio
$118M
3
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$287M
4
LPL Financial
4
LPL Financial
California
$224M
5
CGI
5
Cougar Global Investments
Ontario, Canada
$8.37M
Name Holding Trade Value Shares
Change 		Shares
Change %
MFW
101
Meristem Family Wealth
Minnesota
$23.7M -$1.01M -14,375 -4%
CAG
102
Crestwood Advisors Group
Massachusetts
$23.2M +$1.6M +22,587 +7%
V
103
Veritable
Delaware
$22.7M -$22.4K -319 -0.1%
BF
104
BOK Financial
Oklahoma
$22.7M +$488K +6,955 +2%
HL
105
HeadInvest LLC
Maine
$22.1M +$206K +2,934 +0.9%
TAT
106
TD Ameritrade Trust
Colorado
$21.3M +$4.32M +37,629 +25%
PP
107
Pension Partners
New York
$21M +$21M +299,393 New
UBS AM
108
UBS AM
Illinois
$21M +$2.07M +29,560 +11%
CTA
109
Chesley Taft & Associates
Illinois
$20.9M -$77.5K -1,105 -0.4%
BHWM
110
Bar Harbor Wealth Management
New Hampshire
$20.5M -$562K -8,015 -3%
AIM
111
Astor Investment Management
Illinois
$20.4M -$63.2K -901 -0.3%
BOS
112
Bank of Stockton
California
$20.1M -$1.03M -14,696 -5%
CA
113
Cetera Advisors
Colorado
$20.1M +$1.05M +14,920 +5%
WSFS
114
Wilmington Savings Fund Society
Delaware
$20.1M -$45.7K -652 -0.2%
FNBOH
115
First National Bank of Hutchinson
Kansas
$20M +$953K +13,243 +5%
PA
116
Planning Alternatives
Michigan
$19.6M +$57.6K +822 +0.3%
Jones Financial Companies
117
Jones Financial Companies
Missouri
$19M +$1.22M +17,369 +7%
MIAN
118
Mariner Independent Advisor Network
Kansas
$18.7M +$18.7M +266,939 New
CW
119
Cobiz Wealth
Colorado
$18.7M -$496K -7,075 -3%
JFA
120
JNBA Financial Advisors
Minnesota
$18.3M -$307K -4,377 -2%
AFG
121
Albion Financial Group
Utah
$17.9M +$215K +3,066 +1%
GFPC
122
Global Financial Private Capital
Florida
$17.7M +$252K +3,595 +1%
Principal Financial Group
123
Principal Financial Group
Iowa
$17.7M – – –
CTC
124
Central Trust Company
Missouri
$17.7M -$496K -7,079 -3%
FAAS
125
First Allied Advisory Services
California
$17.6M +$3.17M +45,131 +22%
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5
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