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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 %
CCM
301
Canal Capital Management
Virginia
$3.98M -$59.1K -860 -1%
MWM
302
Marietta Wealth Management
Georgia
$3.97M +$3.97M +57,666 New
AIM
303
Advantage Investment Management
Iowa
$3.95M -$57.1K -830 -1%
BOH
304
Bank of Hawaii
Hawaii
$3.85M -$493K -7,170 -11%
EC
305
Estate Counselors
Wisconsin
$3.84M +$270K +3,920 +8%
LFAS
306
Level Four Advisory Services
Texas
$3.81M +$3.81M +55,408 New
TC
307
Trust Company
Kansas
$3.8M -$153K -2,224 -4%
QCG
308
Quadrant Capital Group
Ohio
$3.77M -$244K -3,566 -6%
BCM
309
Boltwood Capital Management
California
$3.76M -$179K -2,600 -5%
EFSCE
310
Enterprise Financial Services Corp (EFSC)
Missouri
$3.69M -$75.2K -1,094 -2%
DC
311
Davenport & Co
Virginia
$3.69M +$2.38M +34,684 +183%
WP
312
WealthSource Partners
California
$3.67M +$31.5K +458 +0.9%
MI
313
Moneywise Inc
Virginia
$3.66M -$93.9K -1,366 -3%
BWFA
314
Baltimore-Washington Financial Advisors
Maryland
$3.64M +$85.5K +1,244 +2%
WA
315
WealthTrust-Arizona
Arizona
$3.58M +$2.62M +38,102 +272%
EA
316
Elm Advisors
California
$3.56M -$97.7K -1,420 -3%
CB
317
Commerce Bank
Missouri
$3.55M +$441K +6,416 +14%
HFS
318
HL Financial Services
Kentucky
$3.51M +$212K +3,084 +6%
NEAM
319
New England Asset Management
Connecticut
$3.49M +$9.9K +144 +0.3%
PAG
320
Private Advisory Group
Washington
$3.48M +$3.48M +50,574 New
TPSF
321
Texas Permanent School Fund
Texas
$3.46M -$619K -9,000 -15%
BHB
322
Bank Hapoalim BM
Israel
$3.46M +$3.46M +50,320 New
PJSIMP
323
P.J. Schmidt Investment Management (PJS)
Wisconsin
$3.43M +$493K +7,168 +17%
TG
324
Threshold Group
Washington
$3.43M +$365K +5,308 +12%
BCM
325
Barometer Capital Management
Ontario, Canada
$3.38M +$179K +2,600 +6%
11 12
13
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