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iShares Core S&P Small-Cap ETF
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Overview Fund Activity

941 hedge funds and large institutions have $20B invested in iShares Core S&P Small-Cap ETF in 2017 Q3 according to their latest regulatory filings, with 68 funds opening new positions, 464 increasing their positions, 291 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
941
Holders Change
+24
Holders Change %
+2.62%
% of All Funds
23.5%
Holding in Top 10
165
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+4.43%
% of All Funds
4.12%
New
68
Increased
464
Reduced
291
Closed
35
Calls
$31.1M
Puts
$14.1M
Net Calls
+$17M
Net Calls Change
+$7.24M

Top Buyers

1
BlackRock
1
BlackRock
New York
$577M
2
Bank of America
2
Bank of America
North Carolina
$1.57B
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$1.02B
4
UBS Group
4
UBS Group
Switzerland
$1.11B
5
SIM
5
Scottrade Investment Management
Missouri
$104M

Top Sellers

1
HNB
1
Huntington National Bank
Ohio
$124M
2
Public Sector Pension Investment Board (PSP Investments)
2
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$24.1M
3
Bessemer Group
3
Bessemer Group
New Jersey
$34.3M
4
Wells Fargo
4
Wells Fargo
California
$1.89B
5
Citigroup
5
Citigroup
New York
$15.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFS
176
Summit Financial Strategies
Ohio
$13.3M -$36.9K -497 -0.3%
SMC
177
Smith, Moore & Co
Missouri
$13.3M -$68.9K -928 -0.5%
SC
178
Stratford Consulting
Texas
$12.9M +$863K +11,629 +7%
CAPTRUST Financial Advisors
179
CAPTRUST Financial Advisors
North Carolina
$12.9M +$1.57M +20,954 +14%
SBSB
180
Sullivan, Bruyette, Speros & Blaney
Virginia
$12.4M -$498K -6,708 -4%
TFA
181
Transamerica Financial Advisors
Florida
$12.3M -$667K -8,987 -5%
GBT
182
Grove Bank & Trust
Florida
$12.1M +$4.36M +58,794 +57%
Carson Wealth (CWM LLC)
183
Carson Wealth (CWM LLC)
Nebraska
$12.1M +$1.32M +17,843 +12%
PWLP
184
Prio Wealth Limited Partnership
Massachusetts
$11.9M +$577K +7,770 +5%
RCAG
185
Rehmann Capital Advisory Group
Michigan
$11.8M -$402K -5,420 -3%
FHA
186
First Horizon Advisors
Tennessee
$11.8M +$545K +7,248 +5%
PCFFS
187
Pacific Center for Financial Services
California
$11.7M +$74.6K +1,005 +0.6%
SIC
188
Shoker Investment Counsel
Ohio
$11.7M +$244K +3,283 +2%
CS
189
Comerica Securities
Michigan
$11.7M +$392K +5,277 +3%
CBB
190
Citizens Business Bank
California
$11.7M -$299K -4,024 -2%
FWM
191
FFT Wealth Management
Pennsylvania
$11.6M -$272K -3,670 -2%
PWAG
192
Polaris Wealth Advisory Group
California
$11.6M +$2.38M +32,019 +26%
I
193
IberiaBank
Louisiana
$11.6M +$3.58M +48,191 +45%
FANJ
194
Financial Architects (New Jersey)
New Jersey
$11.5M +$476K +6,415 +4%
MMA
195
Miracle Mile Advisors
California
$11.4M +$467K +6,289 +4%
HighTower Advisors
196
HighTower Advisors
Illinois
$11.4M +$2.62M +35,346 +30%
PHAM
197
Palisades Hudson Asset Management
Florida
$11.2M +$159K +2,138 +1%
JWM
198
Jacobus Wealth Management
Wisconsin
$11.2M +$467K +6,291 +4%
DCM
199
DeGreen Capital Management
Arizona
$11.1M +$1.22M +16,384 +12%
HCA
200
Heck Capital Advisors
Wisconsin
$11M -$2.35M -31,717 -18%
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