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

749 hedge funds and large institutions have $12.1B invested in iShares Core S&P Small-Cap ETF in 2016 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 318 increasing their positions, 242 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
749
Holders Change
+42
Holders Change %
+5.94%
% of All Funds
20.02%
Holding in Top 10
109
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+9%
% of All Funds
2.91%
New
69
Increased
318
Reduced
242
Closed
18
Calls
$32.4M
Puts
$11M
Net Calls
+$21.4M
Net Calls Change
+$8.25M

Top Buyers

1
Wells Fargo
Wells Fargo
California
$2.15B
2
CS
Credit Suisse
Switzerland
$149M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$289M
4
HNB
Huntington National Bank
Ohio
$94.6M
5
RIG
RiverFront Investment Group
Virginia
$85.8M

Top Sellers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$58.5M
2
SMM
Stadion Money Management
Georgia
$169M
3
STMM
South Texas Money Management
Texas
$164M
4
VA
Valmark Advisers
Ohio
$320M
5
Goldman Sachs
Goldman Sachs
New York
$107M
Name Holding Trade Value Shares
Change 		Shares
Change %
MBT
276
Montecito Bank & Trust
California
$3.14M +$68.2K +1,098 +2%
CIR
277
Clear Investment Research
Georgia
$3.1M -$21.5K -346 -0.7%
BRM
278
Boston Research & Management
Massachusetts
$3.02M +$30.8K +496 +1%
FAM
279
Foothills Asset Management
Arizona
$3.01M +$642K +10,348 +27%
HFS
280
HL Financial Services
Kentucky
$2.98M +$101K +1,626 +4%
GWM
281
Geneos Wealth Management
Colorado
$2.94M +$507K +8,170 +21%
RWG
282
Regal Wealth Group
California
$2.92M +$35.8K +576 +1%
BCM
283
Barometer Capital Management
Ontario, Canada
$2.89M +$2.89M +46,600 New
HSA
284
HBK Sorce Advisory
Pennsylvania
$2.89M +$387K +6,238 +15%
CTA
285
Colonial Trust Advisors
South Carolina
$2.88M +$26.2K +422 +0.9%
GC
286
Garde Capital
Washington
$2.87M +$2.87M +53,798 New
LDB
287
Lee, Danner & Bass
Tennessee
$2.85M -$8.07K -130 -0.3%
CB
288
Commerce Bank
Missouri
$2.81M +$869 +14 +0%
CCM
289
Colorado Capital Management
Colorado
$2.79M -$58K -934 -2%
TG
290
Threshold Group
Washington
$2.77M -$43.3K -698 -2%
SIA
291
Starfire Investment Advisers
Michigan
$2.75M -$11.9K -192 -0.4%
LIM
292
Leavell Investment Management
Alabama
$2.72M +$60.8K +980 +2%
CGH
293
Crossmark Global Holdings
Texas
$2.69M +$2.69M +72,386 New
PJSIMP
294
P.J. Schmidt Investment Management (PJS)
Wisconsin
$2.66M +$112K +1,806 +4%
ATC
295
Adirondack Trust Company
New York
$2.62M -$53.4K -860 -2%
TNBTD
296
Trustmark National Bank Trust Department
Mississippi
$2.59M -$79K -1,272 -3%
RCG
297
Ruggie Capital Group
Florida
$2.56M +$437K +7,044 +21%
Franklin Resources
298
Franklin Resources
California
$2.55M – – –
ACM
299
Armbruster Capital Management
New York
$2.53M -$52.8K -850 -2%
RPGK
300
Retirement Planning Group (Kansas)
Kansas
$2.53M +$2.61K +42 +0.1%
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