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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 %
RCAG
201
Rehmann Capital Advisory Group
Michigan
$12.3M +$147K +1,910 +1%
FHA
202
First Horizon Advisors
Tennessee
$12.3M +$168K +2,165 +1%
CAPTRUST Financial Advisors
203
CAPTRUST Financial Advisors
North Carolina
$12.2M -$999K -13,012 -8%
TAT
204
TD Ameritrade Trust
Colorado
$12.2M +$927K +11,773 +8%
PCFFS
205
Pacific Center for Financial Services
California
$12.1M +$230 +3 +0%
GG
206
Gofen & Glossberg
Illinois
$12.1M +$1.78M +23,184 +17%
FANJ
207
Financial Architects (New Jersey)
New Jersey
$12.1M +$206K +2,679 +2%
CPA
208
Capital Planning Advisors
California
$12.1M +$1.78M +23,177 +17%
SBSB
209
Sullivan, Bruyette, Speros & Blaney
Virginia
$12M -$810K -10,545 -6%
AWA
210
Alaska Wealth Advisors
Alaska
$11.9M +$11.9M +155,476 New
HCA
211
Heck Capital Advisors
Wisconsin
$11.8M +$430K +5,601 +4%
CTA
212
Colonial Trust Advisors
South Carolina
$11.8M +$3.83M +49,925 +48%
MMA
213
Miracle Mile Advisors
California
$11.7M -$87.9K -1,145 -0.7%
PHAM
214
Palisades Hudson Asset Management
Florida
$11.6M -$33.7K -439 -0.3%
GLA
215
Good Life Advisors
Pennsylvania
$11.4M +$1.42M +18,213 +14%
PMG
216
ProVise Management Group
Florida
$11.1M -$107K -1,391 -1%
BFG
217
Barber Financial Group
Kansas
$10.8M +$10.5M +137,179 +3,975%
QFA
218
Quattro Financial Advisors
Texas
$10.8M +$4.13M +53,252 +62%
CCWA
219
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$10.8M +$275K +3,574 +3%
RIG
220
RiverFront Investment Group
Virginia
$10.7M +$182K +2,366 +2%
MIAN
221
Mariner Independent Advisor Network
Kansas
$10.6M +$59K +768 +0.6%
PWS
222
Paragon Wealth Strategies
Florida
$10.5M +$107K +1,399 +1%
ECM
223
Exchange Capital Management
Michigan
$10.1M -$897K -11,685 -8%
RIA
224
Regal Investment Advisors
Michigan
$10.1M -$48K -625 -0.5%
Luther King Capital Management (LKCM)
225
Luther King Capital Management (LKCM)
Texas
$9.99M +$4.18M +54,386 +72%
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9
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