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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 %
MSA
326
Mason Street Advisors
Wisconsin
$3.35M -$1.29M -18,742 -28%
BRM
327
Boston Research & Management
Massachusetts
$3.31M -$36.2K -526 -1%
FAM
328
Foothills Asset Management
Arizona
$3.31M -$17.2K -250 -0.5%
LIM
329
Leavell Investment Management
Alabama
$3.3M +$289K +4,200 +10%
RWG
330
Regal Wealth Group
California
$3.29M +$48.3K +702 +1%
CFG
331
Citizens Financial Group
Rhode Island
$3.28M -$367K -5,338 -10%
CTA
332
Colonial Trust Advisors
South Carolina
$3.25M +$63.5K +924 +2%
MC
333
Middleton & Co
Massachusetts
$3.25M +$2.23M +64,968 +221%
MBT
334
Montecito Bank & Trust
California
$3.22M -$257K -3,736 -7%
KL
335
KWMG LLC
Kansas
$3.2M -$714K -10,380 -18%
FTS
336
Fifth Third Securities
Ohio
$3.17M +$1.63M +23,668 +105%
LDB
337
Lee, Danner & Bass
Tennessee
$3.13M -$22.7K -330 -0.7%
CWM
338
Concert Wealth Management
California
$3.11M +$382K +5,556 +14%
SIA
339
Starfire Investment Advisers
Michigan
$3.1M +$58.9K +856 +2%
PCM
340
Pointe Capital Management
Michigan
$3.1M +$3.1M +45,126 New
CIR
341
Clear Investment Research
Georgia
$3.1M -$339K -4,932 -10%
LNC
342
Lincoln National Corp
Pennsylvania
$3.08M +$734K +10,678 +31%
MWM
343
MinichMacGregor Wealth Management
New York
$3.04M +$1.77M +25,710 +139%
CAM
344
Congress Asset Management
Massachusetts
$3.03M +$321K +4,670 +12%
FNBT
345
FineMark National Bank & Trust
Florida
$3.02M +$329K +4,778 +12%
BAS
346
Brown Advisory Securities
Maryland
$2.98M +$911K +13,230 +44%
TNBTD
347
Trustmark National Bank Trust Department
Mississippi
$2.92M +$55.4K +806 +2%
ATC
348
Adirondack Trust Company
New York
$2.92M +$18.4K +268 +0.6%
FTIOP
349
Fiduciary Trust International of Pennsylvania
Pennsylvania
$2.91M +$271K +3,940 +10%
BAAM
350
Baker Avenue Asset Management
California
$2.85M -$2.49M -36,180 -47%
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