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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 %
Wells Fargo
1
Wells Fargo
California
$1.97B +$12.9M +167,424 +0.7%
Bank of America
2
Bank of America
North Carolina
$1.73B +$115M +1,492,642 +7%
UBS Group
3
UBS Group
Switzerland
$1.18B +$31.5M +410,372 +3%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$1.13B +$73.6M +958,850 +7%
Morgan Stanley
5
Morgan Stanley
New York
$945M +$61.8M +805,087 +7%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$726M +$36.3M +473,119 +5%
BlackRock
7
BlackRock
New York
$592M -$5.39M -70,205 -0.9%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$455M -$12M -156,489 -3%
RJA
9
Raymond James & Associates
Florida
$383M -$1.56M -20,319 -0.4%
Ameriprise
10
Ameriprise
Minnesota
$377M +$32.3M +420,615 +9%
Northwestern Mutual Wealth Management
11
Northwestern Mutual Wealth Management
Wisconsin
$363M +$11.3M +147,110 +3%
LPL Financial
12
LPL Financial
California
$347M +$99.8M +1,298,856 +40%
US Bancorp
13
US Bancorp
Minnesota
$344M +$9.88M +128,685 +3%
PNC Financial Services Group
14
PNC Financial Services Group
Pennsylvania
$336M +$14.8M +193,012 +5%
VA
15
Valmark Advisers
Ohio
$309M +$11.4M +149,053 +4%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$309M +$24.5M +319,479 +9%
KeyBank National Association
17
KeyBank National Association
Ohio
$306M -$4.96M -64,618 -2%
Northern Trust
18
Northern Trust
Illinois
$270M -$480K -6,245 -0.2%
S
19
Schroders
United Kingdom
$264M -$235M -3,056,449 -47%
Goldman Sachs
20
Goldman Sachs
New York
$243M +$4.75M +61,804 +2%
State Street
21
State Street
Massachusetts
$209M +$21.3M +276,722 +11%
STMM
22
South Texas Money Management
Texas
$208M -$6.62M -86,187 -3%
RFC
23
Regions Financial Corp
Alabama
$203M +$8.49M +110,530 +4%
SMM
24
Stadion Money Management
Georgia
$190M -$13.8M -179,242 -7%
Fifth Third Bancorp
25
Fifth Third Bancorp
Ohio
$189M +$4.13M +53,791 +2%
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