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

909 hedge funds and large institutions have $17.8B invested in iShares Core S&P Small-Cap ETF in 2017 Q1 according to their latest regulatory filings, with 97 funds opening new positions, 411 increasing their positions, 297 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
909
Holders Change
+41
Holders Change %
+4.72%
% of All Funds
22.66%
Holding in Top 10
171
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+5.56%
% of All Funds
4.26%
New
97
Increased
411
Reduced
297
Closed
42
Calls
$16.1M
Puts
$11.4M
Net Calls
+$4.76M
Net Calls Change
-$5.25M

Top Buyers

1
BlackRock
1
BlackRock
New York
$334M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$698M
3
Bank of America
3
Bank of America
North Carolina
$1.26B
4
RJA
4
Raymond James & Associates
Florida
$300M
5
Wells Fargo
5
Wells Fargo
California
$2.9B

Top Sellers

1
VC
1
Vicus Capital
Pennsylvania
$21.1M
2
VA
2
Valmark Advisers
Ohio
$274M
3
Bessemer Group
3
Bessemer Group
New Jersey
$32.7M
4
Baird Financial Group
4
Baird Financial Group
Wisconsin
$43M
5
CC
5
Cadinha & Co
Hawaii
$1.86M
Name Holding Trade Value Shares
Change 		Shares
Change %
Franklin Resources
126
Franklin Resources
California
$16.5M +$13.7M +198,100 +482%
PV
127
Private Vista
Illinois
$16.5M +$4.17M +59,839 +34%
CFP
128
Cornerstone Financial Partners
North Carolina
$15.7M +$1.17M +16,934 +8%
JPMorgan Chase & Co
129
JPMorgan Chase & Co
New York
$15.6M +$4.12M +59,617 +36%
MA
130
Montag & Associates
Georgia
$15.4M -$914K -13,216 -6%
VCM
131
Vision Capital Management
Oregon
$15.3M +$3.68M +53,209 +32%
CA
132
Cornerstone Advisory
Maryland
$15.3M -$246K -3,554 -2%
SWP
133
Stratos Wealth Partners
Ohio
$15.2M +$2.34M +33,905 +18%
CB
134
Community Bank
New York
$15.2M -$128K -1,845 -0.8%
KWMG
135
King Wealth Management Group
Florida
$15.1M +$169K +2,449 +1%
RWM
136
Rezny Wealth Management
Florida
$15M +$2.33M +33,696 +18%
LF
137
Lee Financial
Texas
$14.9M +$5.81M +84,061 +64%
TCOV
138
Trust Company of Vermont
Vermont
$14.9M +$277K +4,009 +2%
FCBT
139
First Citizens Bank & Trust
North Carolina
$14.8M -$1.17M -16,914 -7%
VC
140
Vestor Capital
Illinois
$14.7M +$96.1K +1,390 +0.7%
GIM
141
Goelzer Investment Management
Indiana
$14.5M +$1.46M +21,136 +11%
RCAG
142
Rehmann Capital Advisory Group
Michigan
$14.5M +$1.82M +26,357 +14%
TPWA
143
TRUE Private Wealth Advisors
Oregon
$14.5M -$13.7M -202,093 -49%
SPC
144
Sigma Planning Corp
Michigan
$14.4M +$2.35M +33,991 +19%
BFG
145
Barber Financial Group
Kansas
$14.3M +$417K +6,033 +3%
IA
146
IFP Advisors
Florida
$14.2M +$1.8M +25,975 +14%
FHB
147
First Hawaiian Bank
Hawaii
$14.2M +$3.82M +55,171 +37%
IFA
148
Interactive Financial Advisors
Illinois
$14.1M -$425K -6,147 -3%
Fiera Capital (Canada)
149
Fiera Capital (Canada)
Quebec, Canada
$14.1M +$45.1K +652 +0.3%
GWM
150
Geneos Wealth Management
Colorado
$13.9M +$9.02M +130,369 +184%
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