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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 %
FPTW
376
Franklin, Parlapiano, Turner & Welch
Texas
$1.36M -$35.3K -568 -3%
CASB
377
Cape Ann Savings Bank
Massachusetts
$1.35M +$105K +1,692 +8%
NPT
378
Nixon Peabody Trust
Massachusetts
$1.35M +$140K +2,252 +12%
CT
379
Cambridge Trust
Massachusetts
$1.32M -$154K -2,480 -10%
CF
380
Corrigan Financial
Rhode Island
$1.31M +$66.9K +1,078 +5%
BRWA
381
B. Riley Wealth Advisors
Florida
$1.29M -$125K -2,018 -9%
CFB
382
Cullen/Frost Bankers
Texas
$1.28M -$64.1K -1,032 -5%
BJ
383
Brouwer & Janachowski
California
$1.28M -$144K -2,314 -10%
BHBT
384
Burke & Herbert Bank & Trust
Virginia
$1.28M -$132K -2,132 -9%
RCA
385
Rowland Carmichael Advisors
Arizona
$1.28M -$200K -3,226 -14%
PFM
386
Parsec Financial Management
North Carolina
$1.27M +$17.4K +280 +1%
Invesco
387
Invesco
Georgia
$1.25M -$8.57K -138 -0.7%
EDRIA
388
Edmonds Duncan Registered Investment Advisors
Kansas
$1.21M +$319K +5,290 +36%
SWA
389
Sutton Wealth Advisors
Florida
$1.19M -$15.4K -248 -1%
PCM
390
Parsons Capital Management
Rhode Island
$1.18M -$18.6K -300 -2%
DC
391
Davenport & Co
Virginia
$1.18M +$560K +9,014 +91%
CONA
392
Capital One National Association
New York
$1.16M +$51.6K +832 +5%
Schroder Investment Management Group
393
Schroder Investment Management Group
United Kingdom
$1.16M – – –
MWM
394
MinichMacGregor Wealth Management
New York
$1.15M +$72.9K +1,174 +7%
APSP
395
Asset Planning Services (Pennsylvania)
Pennsylvania
$1.15M +$364K +5,866 +47%
NCM
396
Novare Capital Management
North Carolina
$1.14M +$178K +2,870 +19%
PAM
397
Peak Asset Management
Colorado
$1.14M +$79K +1,272 +7%
William Blair & Company
398
William Blair & Company
Illinois
$1.13M -$80.5K -1,296 -7%
CCP
399
Cardan Capital Partners
Colorado
$1.11M +$194K +3,120 +21%
FNBOO
400
First National Bank of Omaha
Nebraska
$1.11M – – –
14 15
16
17 18