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

868 hedge funds and large institutions have $15.6B invested in iShares Core S&P Small-Cap ETF in 2016 Q4 according to their latest regulatory filings, with 159 funds opening new positions, 381 increasing their positions, 218 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
868
Holders Change
+119
Holders Change %
+15.89%
% of All Funds
21.73%
Holding in Top 10
162
Holding in Top 10 Change
+53
Holding in Top 10 Change %
+48.62%
% of All Funds
4.06%
New
159
Increased
381
Reduced
218
Closed
30
Calls
$38M
Puts
$28M
Net Calls
+$10M
Net Calls Change
-$11.4M

Top Buyers

1
Wells Fargo
Wells Fargo
California
$2.8B
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$262M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$470M
4
Bank of America
Bank of America
North Carolina
$1.04B
5
Morgan Stanley
Morgan Stanley
New York
$698M

Top Sellers

1
CS
Credit Suisse
Switzerland
$0
2
RIG
RiverFront Investment Group
Virginia
$46.9M
3
VA
Valmark Advisers
Ohio
$314M
4
SMM
Stadion Money Management
Georgia
$152M
5
TC
Telemus Capital
Michigan
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
B
251
Bailard
California
$5.98M +$295K +4,290 +5%
WI
252
WrapManager Inc
California
$5.98M -$187K -2,726 -3%
CCMG
253
Clark Capital Management Group
Pennsylvania
$5.91M +$1.91M +27,730 +48%
BFM
254
Boston Financial Management
Massachusetts
$5.87M -$139K -2,020 -2%
BOTW
255
Bank of the West
California
$5.71M +$347K +5,052 +6%
TYCC
256
Texas Yale Capital Corp
Florida
$5.7M – – –
JWBC
257
J.W. Burns & Co
New York
$5.64M +$3.9M +56,648 +223%
SBL
258
Sargent Bickham Lagudis
Colorado
$5.64M +$5.47M +79,632 +3,315%
IF
259
Ironwood Financial
Arizona
$5.6M +$174K +2,536 +3%
RIA
260
Regal Investment Advisors
Michigan
$5.55M +$927K +13,474 +20%
HJA
261
Hugh Johnson Advisors
New York
$5.52M +$257K +3,740 +5%
PBO
262
Peoples Bank (Ohio)
Ohio
$5.5M -$72.1K -1,048 -1%
NAM
263
NTV Asset Management
West Virginia
$5.48M +$306K +4,450 +6%
AIS
264
Accurate Investment Solutions
Pennsylvania
$5.44M +$1.22M +17,692 +29%
STB
265
S&T Bank
Pennsylvania
$5.36M -$241K -3,498 -4%
GLA
266
Good Life Advisors
Pennsylvania
$5.32M +$5.32M +76,988 New
HSA
267
HBK Sorce Advisory
Pennsylvania
$5.26M +$2.06M +29,952 +64%
HPWM
268
Highland Private Wealth Management
Washington
$5.24M -$300K -4,360 -5%
ODG
269
O'Dell Group
Ohio
$5.23M +$5.23M +76,010 New
TCM
270
Traynor Capital Management
Pennsylvania
$5.22M +$2.82M +83,172 +118%
AP
271
Agilis Partners
Massachusetts
$5.15M +$5.15M +74,894 New
Luther King Capital Management (LKCM)
272
Luther King Capital Management (LKCM)
Texas
$5.11M +$1.62M +23,586 +46%
WDL
273
Well Done LLC
Michigan
$4.99M +$4.06M +59,034 +436%
CPA
274
Capital Planning Advisors
California
$4.99M +$575K +8,360 +13%
FWCM
275
Ferguson Wellman Capital Management
Oregon
$4.97M -$49.2K -716 -1%
9 10
11
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