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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
+$416M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$197M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$150M
4
Bank of America
Bank of America
North Carolina
+$143M
5
Morgan Stanley
Morgan Stanley
New York
+$142M

Top Sellers

1
CS
Credit Suisse
Switzerland
-$149M
2
RIG
RiverFront Investment Group
Virginia
-$48.1M
3
VA
Valmark Advisers
Ohio
-$41.1M
4
SMM
Stadion Money Management
Georgia
-$35.6M
5
TC
Telemus Capital
Michigan
-$24.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWA
276
BlueSky Wealth Advisors
North Carolina
$4.93M +$4.93M +71,710 New
SGK
277
Steigerwald Gordon & Koch
Virginia
$4.93M +$96.1K +1,406 +2%
NP
278
NorthRock Partners
Minnesota
$4.93M +$4.93M +71,720 New
HCP
279
Holt Capital Partners
Texas
$4.91M +$3.08M +44,830 +169%
FMC
280
First Merchants Corp
Indiana
$4.87M -$291K -4,232 -6%
GWM
281
Geneos Wealth Management
Colorado
$4.86M +$1.6M +23,296 +49%
FCI
282
Financial Counselors Inc
Kansas
$4.85M +$4.85M +70,518 New
SAM
283
Solaris Asset Management
New York
$4.72M +$4.72M +68,698 New
BPB
284
Badgley, Phelps & Bell
Washington
$4.66M +$4.66M +67,728 New
CC
285
Courier Capital
New York
$4.54M +$2.49M +36,154 +121%
AC
286
Addenda Capital
Quebec, Canada
$4.53M – – –
TIM
287
Tortoise Investment Management
New York
$4.5M -$53.1K -772 -1%
ONB
288
Old National Bancorp
Indiana
$4.44M -$70.8K -1,030 -2%
BTNA
289
Bremer Trust National Association
Minnesota
$4.41M +$182K +2,640 +4%
Carson Wealth (CWM LLC)
290
Carson Wealth (CWM LLC)
Nebraska
$4.4M -$173K -2,520 -4%
QAM
291
QCI Asset Management
New York
$4.24M -$197K -2,864 -4%
AWA
292
AmeriServ Wealth Advisors
Pennsylvania
$4.23M +$4.23M +61,906 New
TCM
293
Towercrest Capital Management
Pennsylvania
$4.21M -$203K -2,950 -5%
WT
294
Whittier Trust
California
$4.2M +$2.44M +35,534 +139%
NC
295
NewSquare Capital
Pennsylvania
$4.19M +$1.72M +25,016 +70%
CAM
296
Capstone Asset Management
Texas
$4.18M -$741K -10,772 -15%
GS
297
Girard Securities
California
$4.17M +$6.33K +92 +0.2%
WCM
298
Windsor Capital Management
Arizona
$4.16M +$82.5K +1,200 +2%
ABC
299
Associated Banc-Corp
Wisconsin
$4.05M -$239K -3,470 -6%
FCAG
300
First Capital Advisors Group
New Jersey
$4.01M +$4.01M +58,382 New
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