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iShares Core S&P Small-Cap ETF
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Overview Fund Activity

707 hedge funds and large institutions have $10.5B invested in iShares Core S&P Small-Cap ETF in 2016 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 308 increasing their positions, 229 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
707
Holders Change
+25
Holders Change %
+3.67%
% of All Funds
18.89%
Holding in Top 10
100
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+3.09%
% of All Funds
2.67%
New
57
Increased
308
Reduced
229
Closed
26
Calls
$20.4M
Puts
$7.24M
Net Calls
+$13.2M
Net Calls Change
+$9.73M

Top Buyers

1
SMM
1
Stadion Money Management
Georgia
$245M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$135M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$31.6M
4
TC
4
Telemus Capital
Michigan
$23.9M
5
GC
5
Grimes & Company
Massachusetts
$23.5M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$1.67B
2
LPL Financial
2
LPL Financial
California
$101M
3
HNB
3
Huntington National Bank
Ohio
$54.3M
4
State Street
4
State Street
Massachusetts
$53.1M
5
Bessemer Group
5
Bessemer Group
New Jersey
$4.11M
Name Holding Trade Value Shares
Change 		Shares
Change %
FAAS
251
First Allied Advisory Services
California
$3.32M -$968K -16,590 -23%
VFS
252
VSR Financial Services
Kansas
$3.25M -$3.02M -52,052 -48%
EFSCE
253
Enterprise Financial Services Corp (EFSC)
Missouri
$3.23M -$15.1K -260 -0.5%
BCM
254
Boltwood Capital Management
California
$3.19M +$69.7K +1,200 +2%
B
255
Bailard
California
$3.12M +$3.12M +53,768 New
EA
256
Elm Advisors
California
$3.11M -$20.3K -350 -0.6%
MSA
257
Mason Street Advisors
Wisconsin
$3.11M -$237K -4,078 -7%
BTNA
258
Bremer Trust National Association
Minnesota
$3.03M +$597K +10,278 +25%
RIA
259
Regal Investment Advisors
Michigan
$3M +$145K +2,488 +5%
JCM
260
Janney Capital Management
Pennsylvania
$2.98M +$195K +3,352 +7%
CPA
261
Capital Planning Advisors
California
$2.95M -$30.8K -530 -1%
NEAM
262
New England Asset Management
Connecticut
$2.94M +$11K +190 +0.4%
EC
263
Estate Counselors
Wisconsin
$2.93M +$38.4K +660 +1%
CIR
264
Clear Investment Research
Georgia
$2.92M +$53.5K +920 +2%
Luther King Capital Management (LKCM)
265
Luther King Capital Management (LKCM)
Texas
$2.9M +$258K +4,442 +10%
WP
266
WealthSource Partners
California
$2.9M +$63.3K +1,090 +2%
MBT
267
Montecito Bank & Trust
California
$2.88M -$150K -2,574 -5%
BRM
268
Boston Research & Management
Massachusetts
$2.8M +$126K +2,174 +5%
BWFA
269
Baltimore-Washington Financial Advisors
Maryland
$2.78M +$477K +8,212 +21%
RWG
270
Regal Wealth Group
California
$2.7M +$78.1K +1,344 +3%
HFS
271
HL Financial Services
Kentucky
$2.69M +$107K +1,844 +4%
LDB
272
Lee, Danner & Bass
Tennessee
$2.67M +$1.16K +20 +0%
CTA
273
Colonial Trust Advisors
South Carolina
$2.67M -$85.9K -1,478 -3%
CCM
274
Colorado Capital Management
Colorado
$2.66M -$24.9K -428 -0.9%
TG
275
Threshold Group
Washington
$2.63M +$10.6K +182 +0.4%
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