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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
BlackRock
New York
$334M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$698M
3
Bank of America
Bank of America
North Carolina
$1.26B
4
RJA
Raymond James & Associates
Florida
$300M
5
Wells Fargo
Wells Fargo
California
$2.9B

Top Sellers

1
VC
Vicus Capital
Pennsylvania
$21.1M
2
VA
Valmark Advisers
Ohio
$274M
3
Bessemer Group
Bessemer Group
New Jersey
$32.7M
4
Baird Financial Group
Baird Financial Group
Wisconsin
$43M
5
CC
Cadinha & Co
Hawaii
$1.86M
Name Holding Trade Value Shares
Change 		Shares
Change %
Mariner
201
Mariner
Kansas
$9.87M +$376K +5,443 +4%
FHA
202
First Horizon Advisors
Tennessee
$9.7M +$1.22M +17,557 +14%
DADC
203
D.A. Davidson & Co
Montana
$9.68M -$3.09M -44,730 -24%
PAM
204
Peninsula Asset Management
Florida
$9.63M -$63.3K -915 -0.7%
SIC
205
Shoker Investment Counsel
Ohio
$9.62M -$659K -9,527 -6%
PL
206
Polianta Ltd
Jersey
$9.34M -$885K -12,800 -9%
CCWA
207
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$9.27M -$249K -3,596 -3%
ICOA
208
Investment Centers of America
North Dakota
$9.26M +$754K +10,891 +9%
HFA
209
High Falls Advisors
New York
$9.23M -$466K -6,732 -5%
CC
210
Chanos & Company
New York
$9.2M -$538K -7,777 -6%
GG
211
Gofen & Glossberg
Illinois
$9.15M -$131K -1,889 -1%
SFS
212
Sowell Financial Services
Arkansas
$9.12M -$4.96M -72,239 -35%
NPC
213
National Planning Corporation
California
$9M -$12M -176,962 -57%
ACM
214
Aviance Capital Management
Florida
$8.91M -$31.5M -455,370 -78%
CIM
215
CIM Investment Management
Pennsylvania
$8.9M +$2.11M +30,551 +31%
Carson Wealth (CWM LLC)
216
Carson Wealth (CWM LLC)
Nebraska
$8.9M +$4.47M +64,567 +101%
DCM
217
DeGreen Capital Management
Arizona
$8.87M +$372K +5,381 +4%
RTS
218
Round Table Services
New Jersey
$8.84M -$2.03M -29,336 -19%
PWS
219
Paragon Wealth Strategies
Florida
$8.74M +$348K +5,033 +4%
PWLP
220
Prio Wealth Limited Partnership
Massachusetts
$8.58M +$621K +8,980 +8%
PWAG
221
Polaris Wealth Advisory Group
California
$8.47M -$280K -4,045 -3%
EVM
222
Evelyn V. Moreno
$8.23M +$1.22M +17,567 +17%
NCM
223
Neumann Capital Management
California
$8.21M -$337K -4,870 -4%
LA
224
Leonetti & Associates
Illinois
$8.2M +$124K +1,791 +2%
NCM
225
Noesis Capital Mangement
Florida
$8.02M -$133K -1,925 -2%
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