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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 %
MAS
301
Madden Advisory Services
Florida
$2.51M – – –
Brown Advisory
302
Brown Advisory
Maryland
$2.49M +$70.4K +1,134 +3%
FT
303
Fiduciary Trust
Massachusetts
$2.48M -$2.48K -40 -0.1%
CWM
304
Concert Wealth Management
California
$2.46M +$490K +7,916 +25%
CAM
305
Congress Asset Management
Massachusetts
$2.45M +$457K +7,358 +23%
FNBT
306
FineMark National Bank & Trust
Florida
$2.43M -$112K -1,810 -4%
SIAM
307
Sterling Investment Advisors (Missouri)
Missouri
$2.41M +$288K +4,634 +14%
MIAN
308
Mariner Independent Advisor Network
Kansas
$2.4M +$225K +3,624 +10%
BPC
309
Banque Pictet & Cie
Switzerland
$2.4M – – –
FTIOP
310
Fiduciary Trust International of Pennsylvania
Pennsylvania
$2.38M +$5.59K +90 +0.2%
SFM
311
Signet Financial Management
New Jersey
$2.34M -$129K -2,072 -5%
Cetera Investment Advisers
312
Cetera Investment Advisers
Illinois
$2.3M +$1.83M +29,482 +388%
WA
313
WBH Advisory
Maryland
$2.27M +$89.5K +1,442 +4%
NPF
314
Norris Perne & French
Michigan
$2.25M -$157K -2,534 -7%
NDSI
315
Newman Dignan & Sheerar Inc
Rhode Island
$2.23M -$32.3K -520 -1%
NC
316
NewSquare Capital
Pennsylvania
$2.23M +$77.1K +1,242 +4%
CPIG
317
Chicago Partners Investment Group
Illinois
$2.22M -$89.3K -1,438 -4%
PWM
318
Perigon Wealth Management
California
$2.2M +$241K +3,888 +12%
BCMO
319
Buckingham Capital Management (Ohio)
Ohio
$2.19M -$101K -1,620 -4%
AC
320
Alley Company
Illinois
$2.18M +$25.3K +408 +1%
TFF
321
The Family Firm
Maryland
$2.17M -$61.1K -984 -3%
MFP
322
Mosaic Financial Partners
California
$2.17M -$5.46K -88 -0.3%
LA
323
Lynch & Associates
Indiana
$2.12M +$163K +2,624 +8%
LNC
324
Lincoln National Corp
Pennsylvania
$2.12M +$434K +6,992 +26%
ST
325
Spinnaker Trust
Maine
$2.1M +$59.6K +960 +3%
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