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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 %
BA
351
BlackRock Advisors
Delaware
$1.65M +$110K +1,774 +7%
HCP
352
Holt Capital Partners
Texas
$1.65M +$1.09M +17,600 +198%
BG
353
Bahl & Gaynor
Ohio
$1.6M +$106K +1,700 +7%
TCOT
354
Trust Company of Toledo
Ohio
$1.59M – – –
WT
355
Whittier Trust
California
$1.58M +$124K +1,998 +8%
JWBC
356
J.W. Burns & Co
New York
$1.58M +$573K +9,232 +57%
PA
357
Pinnacle Associates
New York
$1.55M +$160K +2,580 +12%
Geode Capital Management
358
Geode Capital Management
Massachusetts
$1.52M – – –
EFS
359
Essex Financial Services
Connecticut
$1.51M +$427K +6,882 +39%
SS
360
Simplicity Solutions
Minnesota
$1.5M +$407K +6,560 +37%
KT
361
Kanaly Trust
Texas
$1.49M -$364K -5,860 -20%
NCM
362
Narwhal Capital Management
Georgia
$1.49M -$94.2K -1,518 -6%
BCM
363
Brookstone Capital Management
Illinois
$1.48M +$449K +7,230 +43%
HH
364
Hilltop Holdings
Texas
$1.48M +$700K +11,274 +90%
GXMC
365
Global X Management Company
New York
$1.48M +$1.48M +23,830 New
DWT
366
Dorsey & Whitney Trust
South Dakota
$1.47M +$49.7K +800 +3%
RJT
367
Raymond James Trust
Florida
$1.46M +$187K +3,018 +15%
CHJWM
368
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.44M +$285K +4,600 +25%
PWAP
369
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$1.41M +$98.3K +1,584 +7%
BFPW
370
BOK Financial Private Wealth
Colorado
$1.4M -$13K -210 -0.9%
BWAM
371
Boyd Watterson Asset Management
Ohio
$1.4M +$37.3K +600 +3%
FTS
372
Fifth Third Securities
Ohio
$1.39M -$69.7K -1,124 -5%
FFWA
373
FRG Family Wealth Advisors
Washington
$1.39M – – –
Natixis Advisors
374
Natixis Advisors
Massachusetts
$1.38M +$16.3K +262 +1%
RW
375
Rand Wealth
Maryland
$1.36M +$15.8K +254 +1%
13 14
15
16 17