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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 %
CAG
101
Crestwood Advisors Group
Massachusetts
$26.8M +$908K +11,823 +4%
MA
102
MUFG Americas
New York
$26.8M -$557K -7,258 -2%
GC
103
Grimes & Company
Massachusetts
$26.8M +$446K +5,813 +2%
SB
104
Simmons Bank
Arkansas
$26.5M -$1.03M -13,419 -4%
DT
105
Diversified Trust
Tennessee
$26.5M +$227K +2,956 +0.9%
MFW
106
Meristem Family Wealth
Minnesota
$26.3M -$9.83K -128 -0%
1832 Asset Management
107
1832 Asset Management
Ontario, Canada
$26.2M -$1.35M -17,620 -5%
CA
108
Cetera Advisors
Colorado
$25.4M +$3.94M +51,293 +18%
CCM
109
Covington Capital Management
California
$24.5M +$3.97M +51,650 +19%
CAN
110
Cetera Advisor Networks
California
$24.3M +$4.52M +58,869 +23%
JPMorgan Chase & Co
111
JPMorgan Chase & Co
New York
$23.9M +$4.5M +58,564 +23%
HL
112
HeadInvest LLC
Maine
$23.9M -$195K -2,542 -0.8%
Jones Financial Companies
113
Jones Financial Companies
Missouri
$23.7M +$1.43M +18,648 +6%
TC
114
Telemus Capital
Michigan
$23.7M +$312K +4,065 +1%
PAG
115
Private Advisor Group
New Jersey
$23.3M -$32.3M -414,319 -58%
OAM
116
Oppenheimer Asset Management
New York
$23.2M – – –
BF
117
BOK Financial
Oklahoma
$23.1M -$401K -5,221 -2%
CTA
118
Chesley Taft & Associates
Illinois
$22.6M -$225K -2,928 -1%
SF
119
Synovus Financial
Georgia
$21.8M +$21.3M +277,782 +4,655%
FNBOH
120
First National Bank of Hutchinson
Kansas
$21.5M -$177K -2,301 -0.8%
IA
121
IFP Advisors
Florida
$21.3M +$1.61M +21,024 +8%
TFO
122
Tarbox Family Office
California
$21.3M +$83K +1,080 +0.4%
MCM
123
MAI Capital Management
Ohio
$21.2M +$1.18M +15,317 +6%
IH
124
IFC Holdings
Florida
$20.9M +$450K +5,858 +2%
CW
125
Cobiz Wealth
Colorado
$20.8M +$436K +5,671 +2%
3 4
5
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