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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 %
ECM
376
Ensemble Capital Management
California
$2.37M +$2.37M +34,420 New
WWM
377
Willingdon Wealth Management
North Carolina
$2.35M +$1.89M +27,440 +408%
LA
378
Lynch & Associates
Indiana
$2.33M -$23.9K -348 -1%
ST
379
Spinnaker Trust
Maine
$2.32M – – –
WI
380
Wintrust Investments
Illinois
$2.32M +$479K +6,966 +26%
BCMO
381
Buckingham Capital Management (Ohio)
Ohio
$2.32M -$106K -1,536 -4%
BCM
382
Brookstone Capital Management
Illinois
$2.3M +$664K +9,658 +40%
LFPWM
383
Leicht Financial Planning & Wealth Management
New Jersey
$2.29M +$2.29M +67,452 New
CPSAC
384
Chas P. Smith & Associates (CPS)
Florida
$2.27M +$188K +2,728 +9%
RCG
385
Ruggie Capital Group
Florida
$2.25M -$597K -8,676 -21%
AIA
386
Allegis Investment Advisors
Idaho
$2.22M -$1.95M -28,316 -47%
MWM
387
Mascoma Wealth Management
New Hampshire
$2.22M +$2.22M +32,238 New
BPC
388
Banque Pictet & Cie
Switzerland
$2.19M -$468K -6,800 -18%
SS
389
Simplicity Solutions
Minnesota
$2.18M +$510K +7,418 +31%
FNT
390
First National Trust
Pennsylvania
$2.17M +$67.5K +982 +3%
RJT
391
Raymond James Trust
Florida
$2.13M +$517K +7,520 +32%
TCM
392
Telos Capital Management
California
$2.13M -$42.5K -618 -2%
MAS
393
Managed Account Services
Florida
$2.12M +$2.12M +30,866 New
Millennium Management
394
Millennium Management
New York
$2.12M -$8.02M -116,592 -79%
GKWIM
395
Gerber Kawasaki Wealth & Investment Management
California
$2.11M +$2.11M +30,752 New
AMG
396
Asset Management Group
Connecticut
$2.09M +$74.8K +1,088 +4%
CWM
397
Cranbrook Wealth Management
Michigan
$2.05M +$127K +1,848 +7%
PCMK
398
Paragon Capital Management (Kansas)
Kansas
$2.04M +$184K +2,678 +10%
HH
399
Hilltop Holdings
Texas
$2.03M +$393K +5,720 +24%
AIP
400
Ameritas Investment Partners
Nebraska
$2.03M +$56.5K +822 +3%
14 15
16
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