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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 %
FCBT
151
First Citizens Bank & Trust
North Carolina
$14.1M -$934K -13,326 -6%
FMI
152
Factory Mutual Insurance
Massachusetts
$14M – – –
BTS
153
BB&T Securities
Virginia
$13.9M +$2.72M +38,728 +24%
HCM
154
Hollencrest Capital Management
California
$13.9M +$13.1M +187,399 +1,729%
HI
155
Hudock Inc
Pennsylvania
$13.7M +$391K +5,584 +3%
SFA
156
Stewardship Financial Advisors
Georgia
$13.6M +$454K +6,474 +3%
MA
157
Montag & Associates
Georgia
$13.6M -$2.05M -29,211 -13%
PAS
158
Park Avenue Securities
New York
$13.5M +$13.5M +192,359 New
HW
159
Hancock Whitney
Mississippi
$13.4M +$64.1K +914 +0.5%
VC
160
Vestor Capital
Illinois
$13.4M -$1.56M -22,195 -10%
FDCC
161
Foster Dykema Cabot & Co
Massachusetts
$13.3M -$91.1K -1,300 -0.7%
GIM
162
Goelzer Investment Management
Indiana
$13.3M -$1.44M -20,586 -10%
KA
163
Klingman & Associates
New York
$13.2M +$937K +13,359 +8%
TCM
164
Twele Capital Management
Minnesota
$13.1M +$1.07M +15,220 +9%
DADC
165
D.A. Davidson & Co
Montana
$13.1M +$3.28M +46,790 +33%
BMM
166
Buffington Mohr McNeal
Idaho
$13.1M +$836K +11,921 +7%
SI
167
SII Investments
Wisconsin
$12.8M +$1.9M +27,026 +17%
Brown Advisory
168
Brown Advisory
Maryland
$12.8M +$421K +6,006 +3%
BFO
169
Boston Family Office
Massachusetts
$12.7M +$632K +9,009 +5%
SMC
170
Smith, Moore & Co
Missouri
$12.7M +$325K +4,630 +3%
HCA
171
Heck Capital Advisors
Wisconsin
$12.6M -$226K -3,219 -2%
SFS
172
Summit Financial Strategies
Ohio
$12.6M -$27K -385 -0.2%
GA
173
Geneva Advisors
Illinois
$12.6M +$47.7K +681 +0.4%
TFA
174
Transamerica Financial Advisors
Florida
$12.2M -$1.07M -15,271 -8%
SBSB
175
Sullivan, Bruyette, Speros & Blaney
Virginia
$12.2M -$114K -1,622 -0.9%
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