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

707 hedge funds and large institutions have $10.5B invested in iShares Core S&P Small-Cap ETF in 2016 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 308 increasing their positions, 229 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
707
Holders Change
+25
Holders Change %
+3.67%
% of All Funds
18.89%
Holding in Top 10
100
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+3.09%
% of All Funds
2.67%
New
57
Increased
308
Reduced
229
Closed
26
Calls
$20.4M
Puts
$7.24M
Net Calls
+$13.2M
Net Calls Change
+$9.73M

Top Buyers

1
SMM
Stadion Money Management
Georgia
$245M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$135M
3
RJFSA
Raymond James Financial Services Advisors
Florida
$31.6M
4
TC
Telemus Capital
Michigan
$23.9M
5
GC
Grimes & Company
Massachusetts
$23.5M

Top Sellers

1
Wells Fargo
Wells Fargo
California
$1.67B
2
LPL Financial
LPL Financial
California
$101M
3
HNB
Huntington National Bank
Ohio
$54.3M
4
State Street
State Street
Massachusetts
$53.1M
5
Bessemer Group
Bessemer Group
New Jersey
$4.11M
Name Holding Trade Value Shares
Change 		Shares
Change %
WT
351
Whittier Trust
California
$1.37M +$62.8K +1,080 +5%
BJ
352
Brouwer & Janachowski
California
$1.33M -$80.1K -1,378 -6%
DWT
353
Dorsey & Whitney Trust
South Dakota
$1.33M – – –
BRWA
354
B. Riley Wealth Advisors
Florida
$1.33M +$45K +774 +4%
BFPW
355
BOK Financial Private Wealth
Colorado
$1.32M +$1.32M +22,770 New
BHBT
356
Burke & Herbert Bank & Trust
Virginia
$1.32M +$165K +2,838 +14%
FPTW
357
Franklin, Parlapiano, Turner & Welch
Texas
$1.3M -$36.4K -626 -3%
FFWA
358
FRG Family Wealth Advisors
Washington
$1.3M +$58.1K +1,000 +5%
PA
359
Pinnacle Associates
New York
$1.3M -$4.07K -70 -0.3%
BAS
360
Brown Advisory Securities
Maryland
$1.28M +$784K +13,490 +158%
Natixis Advisors
361
Natixis Advisors
Massachusetts
$1.27M +$1.27M +21,914 New
BWAM
362
Boyd Watterson Asset Management
Ohio
$1.27M – – –
CWM
363
Cranbrook Wealth Management
Michigan
$1.27M +$857K +14,744 +210%
CFB
364
Cullen/Frost Bankers
Texas
$1.26M +$37.8K +650 +3%
RW
365
Rand Wealth
Maryland
$1.26M -$13.3K -228 -1%
TFCP
366
Twin Focus Capital Partners
Massachusetts
$1.24M +$8.95K +154 +0.7%
PWAP
367
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$1.23M +$415K +7,136 +51%
RBC
368
Ronald Blue & Co
Georgia
$1.22M +$485K +8,348 +66%
RJT
369
Raymond James Trust
Florida
$1.19M +$4.77K +82 +0.4%
Invesco
370
Invesco
Georgia
$1.18M +$71.1K +1,224 +6%
PFM
371
Parsec Financial Management
North Carolina
$1.17M +$32.3K +556 +3%
CASB
372
Cape Ann Savings Bank
Massachusetts
$1.17M +$58.7K +1,010 +5%
CF
373
Corrigan Financial
Rhode Island
$1.17M +$209K +3,596 +22%
TI
374
Truepoint Inc
Ohio
$1.15M – – –
William Blair & Company
375
William Blair & Company
Illinois
$1.14M +$116 +2 +0%
13 14
15
16 17