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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
1
BlackRock
New York
$334M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$698M
3
Bank of America
3
Bank of America
North Carolina
$1.26B
4
RJA
4
Raymond James & Associates
Florida
$300M
5
Wells Fargo
5
Wells Fargo
California
$2.9B

Top Sellers

1
VC
1
Vicus Capital
Pennsylvania
$21.1M
2
VA
2
Valmark Advisers
Ohio
$274M
3
Bessemer Group
3
Bessemer Group
New Jersey
$32.7M
4
Baird Financial Group
4
Baird Financial Group
Wisconsin
$43M
5
CC
5
Cadinha & Co
Hawaii
$1.86M
Name Holding Trade Value Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$2.9B +$89.5M +1,294,228 +3%
Bank of America
2
Bank of America
North Carolina
$1.26B +$213M +3,083,942 +20%
UBS Group
3
UBS Group
Switzerland
$896M +$84.9M +1,227,496 +10%
Morgan Stanley
4
Morgan Stanley
New York
$753M +$50.4M +728,222 +7%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$698M +$225M +3,259,161 +48%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$583M +$66.6M +963,200 +13%
S
7
Schroders
United Kingdom
$446M +$446M +6,452,518 New
BlackRock
8
BlackRock
New York
$334M +$268M +3,879,557 +411%
PNC Financial Services Group
9
PNC Financial Services Group
Pennsylvania
$318M +$25.7M +371,236 +9%
RJA
10
Raymond James & Associates
Florida
$300M +$180M +2,606,713 +151%
US Bancorp
11
US Bancorp
Minnesota
$296M +$17.4M +251,620 +6%
Northwestern Mutual Wealth Management
12
Northwestern Mutual Wealth Management
Wisconsin
$284M +$20.8M +300,927 +8%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$275M +$8.33M +120,395 +3%
VA
14
Valmark Advisers
Ohio
$274M -$42.1M -608,249 -13%
KeyBank National Association
15
KeyBank National Association
Ohio
$271M +$21.9M +316,635 +9%
Northern Trust
16
Northern Trust
Illinois
$255M +$18M +260,419 +8%
LPL Financial
17
LPL Financial
California
$246M +$36.4M +535,753 +17%
Ameriprise
18
Ameriprise
Minnesota
$240M +$81.5M +1,179,634 +51%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$215M +$35.3M +510,423 +20%
STMM
20
South Texas Money Management
Texas
$189M +$2.36M +34,061 +1%
RFC
21
Regions Financial Corp
Alabama
$166M +$15.2M +219,244 +10%
Fifth Third Bancorp
22
Fifth Third Bancorp
Ohio
$157M +$44.3M +640,812 +39%
AA
23
Alesco Advisors
New York
$145M -$696K -10,059 -0.5%
Goldman Sachs
24
Goldman Sachs
New York
$142M +$10.4M +149,753 +8%
SMM
25
Stadion Money Management
Georgia
$139M -$13.8M -199,815 -9%
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