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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 %
KWMG
151
King Wealth Management Group
Florida
$17.3M +$240K +3,130 +1%
PW
152
Price Wealth
Texas
$17.2M +$17.2M +224,033 New
BBA
153
BLB&B Advisors
Pennsylvania
$17.1M +$1.27M +16,555 +8%
HSA
154
HBK Sorce Advisory
Pennsylvania
$17.1M +$8.98M +116,928 +111%
LP
155
LGL Partners
Pennsylvania
$16.9M +$7.74M +100,784 +84%
KA
156
Klingman & Associates
New York
$16.6M +$790K +10,287 +5%
CCFCSB
157
Cape Cod Five Cents Savings Bank
Massachusetts
$16.5M -$806K -10,494 -5%
LNC
158
Lincoln National Corp
Pennsylvania
$16.4M +$10M +130,299 +156%
CPO
159
Cerity Partners OCIO
New York
$16.4M -$70.6K -919 -0.4%
ECM
160
ETrade Capital Management
Virginia
$16.3M +$7.63M +99,366 +88%
CA
161
Cornerstone Advisory
Maryland
$16.2M -$1.09M -14,145 -6%
CCA
162
Conservest Capital Advisors
Pennsylvania
$16M -$50.8K -661 -0.3%
CB
163
Community Bank
New York
$16M -$817K -10,631 -5%
GIM
164
Goelzer Investment Management
Indiana
$15.8M +$797K +10,373 +5%
Principal Financial Group
165
Principal Financial Group
Iowa
$15.8M -$2.82M -36,695 -15%
FCBT
166
First Citizens Bank & Trust
North Carolina
$15.7M -$77.7K -1,011 -0.5%
WAM
167
Wallington Asset Management
Indiana
$15.6M -$6.15K -80 -0%
TCM
168
Twele Capital Management
Minnesota
$15.5M -$24.2K -315 -0.2%
HW
169
Hancock Whitney
Mississippi
$15.4M +$599K +7,805 +4%
Carson Wealth (CWM LLC)
170
Carson Wealth (CWM LLC)
Nebraska
$15.2M +$2.73M +35,531 +22%
FHB
171
First Hawaiian Bank
Hawaii
$15.1M +$578K +7,521 +4%
RWM
172
Rezny Wealth Management
Florida
$15.1M +$568K +7,395 +4%
VC
173
Vestor Capital
Illinois
$15M -$67.4K -878 -0.4%
CGI
174
Cougar Global Investments
Ontario, Canada
$15M +$4.05M +52,684 +37%
JFA
175
JNBA Financial Advisors
Minnesota
$14.9M -$780K -10,153 -5%
5 6
7
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