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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 %
CAL
176
Capital Analysts LLC
Pennsylvania
$12.1M +$604K +8,615 +5%
BBA
177
BLB&B Advisors
Pennsylvania
$12.1M +$739K +10,548 +6%
BCI
178
Brinker Capital Investments
Pennsylvania
$11.9M +$467K +6,660 +4%
ICOA
179
Investment Centers of America
North Dakota
$11.8M +$2.43M +34,713 +26%
NQWM
180
Northwest Quadrant Wealth Management
Oregon
$11.7M +$1.36M +19,397 +13%
PI
181
PineBridge Investments
New York
$11.5M -$15.8K -225 -0.1%
RCAG
182
Rehmann Capital Advisory Group
Michigan
$11.5M -$3.18M -45,357 -22%
SC
183
Stratford Consulting
Texas
$11.4M +$71.3K +1,017 +0.6%
Prudential Financial
184
Prudential Financial
New Jersey
$11.3M -$7.16M -102,074 -39%
CBB
185
Citizens Business Bank
California
$11.3M -$149K -2,119 -1%
Millennium Management
186
Millennium Management
New York
$11.3M +$11.3M +160,600 New
FWM
187
FFT Wealth Management
Pennsylvania
$11.2M +$424K +6,047 +4%
ECM
188
Exchange Capital Management
Michigan
$11.2M -$1.61M -22,925 -13%
PCFFS
189
Pacific Center for Financial Services
California
$11M +$388K +5,539 +4%
SIC
190
Shoker Investment Counsel
Ohio
$10.8M +$1.06M +15,065 +11%
TPWA
191
TRUE Private Wealth Advisors
Oregon
$10.7M -$4.22M -60,143 -28%
PWLP
192
Prio Wealth Limited Partnership
Massachusetts
$10.7M +$1.98M +28,215 +23%
CS
193
Comerica Securities
Michigan
$10.7M +$438K +6,241 +4%
CAPTRUST Financial Advisors
194
CAPTRUST Financial Advisors
North Carolina
$10.6M +$331K +4,715 +3%
PHAM
195
Palisades Hudson Asset Management
Florida
$10.5M -$43K -614 -0.4%
FANJ
196
Financial Architects (New Jersey)
New Jersey
$10.4M -$1.82M -26,004 -15%
FHA
197
First Horizon Advisors
Tennessee
$10.4M +$710K +10,234 +7%
MMA
198
Miracle Mile Advisors
California
$10.3M -$135K -1,924 -1%
PMG
199
ProVise Management Group
Florida
$10.2M -$341K -4,868 -3%
JWM
200
Jacobus Wealth Management
Wisconsin
$10.1M +$121K +1,729 +1%
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