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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 %
Carson Wealth (CWM LLC)
201
Carson Wealth (CWM LLC)
Nebraska
$10.1M +$1.11M +15,888 +12%
1GA
202
1st Global Advisors
Texas
$10.1M -$1.05M -15,035 -9%
NPC
203
National Planning Corporation
California
$10.1M +$713K +10,081 +8%
RIG
204
RiverFront Investment Group
Virginia
$9.59M -$13.9M -198,629 -59%
PAM
205
Peninsula Asset Management
Florida
$9.47M -$298K -4,255 -3%
LSERS
206
Louisiana State Employees Retirement System
Louisiana
$9.44M +$2.74M +39,100 +41%
CCWA
207
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$9.44M +$46.7K +666 +0.5%
GG
208
Gofen & Glossberg
Illinois
$9.42M +$149K +2,120 +2%
PWS
209
Paragon Wealth Strategies
Florida
$9.19M +$325K +4,641 +4%
RIA
210
Regal Investment Advisors
Michigan
$9.09M +$3.33M +47,537 +58%
CIM
211
CIM Investment Management
Pennsylvania
$9.02M -$6.31K -90 -0.1%
RTS
212
Round Table Services
New Jersey
$8.95M -$10.5K -150 -0.1%
HFA
213
High Falls Advisors
New York
$8.75M -$609K -8,690 -7%
RC
214
Randolph Company
Ohio
$8.71M -$8.53M -121,726 -49%
PWAG
215
Polaris Wealth Advisory Group
California
$8.68M +$86.7K +1,237 +1%
BIC
216
Bridges Investment Counsel
Nebraska
$8.55M +$2.49M +35,478 +41%
SFS
217
Sowell Financial Services
Arkansas
$8.39M -$892K -12,759 -10%
CGI
218
Cougar Global Investments
Ontario, Canada
$8.37M -$17.9M -255,095 -68%
LA
219
Leonetti & Associates
Illinois
$8.32M +$6.94K +99 +0.1%
NCM
220
Neumann Capital Management
California
$8.31M -$13.7K -195 -0.2%
HighTower Advisors
221
HighTower Advisors
Illinois
$8.28M +$612K +8,742 +8%
NCM
222
Noesis Capital Mangement
Florida
$8.06M -$67.2K -958 -0.8%
CPA
223
Capital Planning Advisors
California
$8.01M +$2.21M +31,463 +38%
EVM
224
Evelyn V. Moreno
$8M -$344K -4,900 -4%
GLA
225
Good Life Advisors
Pennsylvania
$7.87M +$991K +14,221 +14%
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