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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 %
FMI
151
Factory Mutual Insurance
Massachusetts
$13.8M – – –
WAM
152
Wallington Asset Management
Indiana
$13.8M +$74.7K +1,080 +0.5%
MCM
153
MAI Capital Management
Ohio
$13.8M +$3.28M +47,494 +31%
AIS
154
Accurate Investment Solutions
Pennsylvania
$13.6M +$8.12M +117,411 +148%
CCA
155
Conservest Capital Advisors
Pennsylvania
$13.6M +$13.6M +195,986 New
FDCC
156
Foster Dykema Cabot & Co
Massachusetts
$13.3M +$175K +2,531 +1%
CAN
157
Cetera Advisor Networks
California
$13.2M +$4.42M +63,875 +51%
HI
158
Hudock Inc
Pennsylvania
$13.1M -$876K -12,667 -6%
HW
159
Hancock Whitney
Mississippi
$13.1M -$1.17M -16,896 -8%
TFA
160
Transamerica Financial Advisors
Florida
$13.1M -$1.65M -23,787 -11%
SFA
161
Stewardship Financial Advisors
Georgia
$13M +$1.52M +21,982 +13%
IH
162
IFC Holdings
Florida
$12.9M -$732K -10,570 -5%
HCA
163
Heck Capital Advisors
Wisconsin
$12.7M +$2.16M +31,230 +20%
ECM
164
Exchange Capital Management
Michigan
$12.6M -$210K -3,038 -2%
SFS
165
Summit Financial Strategies
Ohio
$12.5M -$379K -5,476 -3%
Two Sigma Advisers
166
Two Sigma Advisers
New York
$12.4M -$830K -12,000 -6%
GA
167
Geneva Advisors
Illinois
$12.3M -$1.06M -15,369 -8%
SMC
168
Smith, Moore & Co
Missouri
$12.2M +$46.4K +671 +0.4%
Brown Advisory
169
Brown Advisory
Maryland
$12.2M +$1.63M +23,638 +16%
SBSB
170
Sullivan, Bruyette, Speros & Blaney
Virginia
$12.2M -$210K -3,035 -2%
BMM
171
Buffington Mohr McNeal
Idaho
$12.1M +$4.06M +58,663 +51%
KA
172
Klingman & Associates
New York
$12.1M +$795K +11,498 +7%
FANJ
173
Financial Architects (New Jersey)
New Jersey
$12M +$205K +2,960 +2%
BFO
174
Boston Family Office
Massachusetts
$11.9M +$194K +2,806 +2%
TCM
175
Twele Capital Management
Minnesota
$11.9M +$90.9K +1,315 +0.8%
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