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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 %
IA
126
IFP Advisors
Florida
$17.4M +$2.99M +42,618 +21%
SGAM
127
Steinberg Global Asset Management
Florida
$17.4M +$371K +5,295 +2%
MCM
128
MAI Capital Management
Ohio
$17.3M +$3.27M +46,590 +23%
CCFCSB
129
Cape Cod Five Cents Savings Bank
Massachusetts
$17.2M -$507K -7,230 -3%
CFP
130
Cornerstone Financial Partners
North Carolina
$17.2M +$1.22M +17,386 +8%
Fiera Capital (Canada)
131
Fiera Capital (Canada)
Quebec, Canada
$17.1M +$2.8M +39,905 +20%
COPPSERS
132
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$16.9M -$18.9K -270 -0.1%
IH
133
IFC Holdings
Florida
$16.8M +$3.71M +52,933 +28%
CA
134
Cornerstone Advisory
Maryland
$16.5M +$1.05M +14,935 +7%
Franklin Resources
135
Franklin Resources
California
$16.5M -$239K -3,410 -1%
LF
136
Lee Financial
Texas
$16.1M +$969K +13,820 +6%
JPMorgan Chase & Co
137
JPMorgan Chase & Co
New York
$16M +$155K +2,214 +1%
SWP
138
Stratos Wealth Partners
Ohio
$15.9M +$537K +7,655 +3%
RWM
139
Rezny Wealth Management
Florida
$15.6M +$372K +5,301 +2%
KWMG
140
King Wealth Management Group
Florida
$15.6M +$243K +3,459 +2%
TCOV
141
Trust Company of Vermont
Vermont
$15.5M +$436K +6,221 +3%
CB
142
Community Bank
New York
$15.4M -$20.5K -293 -0.1%
SPC
143
Sigma Planning Corp
Michigan
$15.4M +$743K +10,601 +5%
OAM
144
Oppenheimer Asset Management
New York
$15.1M +$4.83M +68,913 +47%
VCM
145
Vision Capital Management
Oregon
$14.8M -$755K -10,771 -5%
CAN
146
Cetera Advisor Networks
California
$14.8M +$1.44M +20,485 +11%
CCA
147
Conservest Capital Advisors
Pennsylvania
$14.4M +$618K +8,810 +4%
LP
148
LGL Partners
Pennsylvania
$14.2M -$2.65M -37,864 -16%
WAM
149
Wallington Asset Management
Indiana
$14.2M +$154K +2,200 +1%
FHB
150
First Hawaiian Bank
Hawaii
$14.1M -$240K -3,417 -2%
4 5
6
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