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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 %
Wells Fargo
1
Wells Fargo
California
$1.86B -$1.09B -15,502,362 -37%
Bank of America
2
Bank of America
North Carolina
$1.36B +$83.2M +1,186,743 +7%
UBS Group
3
UBS Group
Switzerland
$936M +$27.6M +394,330 +3%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$851M +$143M +2,036,878 +20%
Morgan Stanley
5
Morgan Stanley
New York
$801M +$37.7M +537,349 +5%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$613M +$21.8M +311,467 +4%
BlackRock
7
BlackRock
New York
$357M +$18.6M +265,573 +6%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$350M +$71.8M +1,024,568 +26%
RJA
9
Raymond James & Associates
Florida
$331M +$27.1M +385,924 +9%
US Bancorp
10
US Bancorp
Minnesota
$306M +$6.61M +94,212 +2%
Northwestern Mutual Wealth Management
11
Northwestern Mutual Wealth Management
Wisconsin
$299M +$11.3M +161,060 +4%
PNC Financial Services Group
12
PNC Financial Services Group
Pennsylvania
$287M -$35.2M -501,491 -11%
Ameriprise
13
Ameriprise
Minnesota
$282M +$37.7M +538,351 +15%
KeyBank National Association
14
KeyBank National Association
Ohio
$280M +$5.59M +79,727 +2%
VA
15
Valmark Advisers
Ohio
$275M -$2.01M -28,641 -0.7%
Northern Trust
16
Northern Trust
Illinois
$250M -$9.17M -130,766 -4%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$235M +$16.7M +238,390 +8%
LPL Financial
18
LPL Financial
California
$224M -$30M -428,304 -12%
Goldman Sachs
19
Goldman Sachs
New York
$211M +$67.2M +958,894 +47%
STMM
20
South Texas Money Management
Texas
$196M +$3.45M +49,227 +2%
Fifth Third Bancorp
21
Fifth Third Bancorp
Ohio
$171M +$12.2M +174,271 +8%
RFC
22
Regions Financial Corp
Alabama
$170M +$2.35M +33,464 +1%
State Street
23
State Street
Massachusetts
$170M +$32.9M +468,893 +24%
AA
24
Alesco Advisors
New York
$156M +$9.63M +137,311 +7%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$136M +$5.83M +83,132 +4%
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