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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 %
IPC
401
Independent Portfolio Consultants
Florida
$1.09M +$248K +3,990 +29%
OA
402
Outfitter Advisors
Virginia
$1.09M – – –
ST
403
Somerset Trust
Pennsylvania
$1.08M -$745 -12 -0.1%
CI
404
Chartist Inc
California
$1.07M +$4.35K +70 +0.4%
OLA
405
Oliver Luxxe Assets
New Jersey
$1.06M -$40.6K -654 -4%
SCA
406
Stonebridge Capital Advisors
Minnesota
$1.06M +$1.06M +16,998 New
PAM
407
PVG Asset Management
Colorado
$1.05M +$1.05M +16,900 New
SCA
408
Snowden Capital Advisors
New York
$1.04M +$133K +2,144 +15%
CIS
409
Connors Investor Services
Pennsylvania
$1.04M – – –
TNB
410
Thomasville National Bank
Georgia
$1.04M -$20.4K -328 -2%
AWA
411
Arete Wealth Advisors
Illinois
$1.03M +$1.03M +16,536 New
SC
412
Savant Capital
Illinois
$1.02M -$4.59K -74 -0.4%
CC
413
Cadinha & Co
Hawaii
$1.01M -$8.07K -130 -0.8%
CPO
414
Cerity Partners OCIO
New York
$991K -$100K -1,616 -9%
CBU
415
CIBC Bank USA
Illinois
$991K +$171K +2,746 +21%
TI
416
Truepoint Inc
Ohio
$983K -$250K -4,020 -20%
CCT
417
Country Club Trust
Missouri
$946K +$131K +2,108 +16%
ACN
418
Advisor Consultant Network
Ohio
$946K +$946K +15,244 New
BA
419
Bristlecone Advisors
Washington
$942K -$11.2K -180 -1%
LIC
420
Lodestar Investment Counsel
Illinois
$941K – – –
OC
421
Oarsman Capital
Wisconsin
$938K +$46.7K +752 +5%
MCM
422
Maple Capital Management
Vermont
$936K +$37.3K +600 +4%
FWP
423
FAS Wealth Partners
Kansas
$933K +$296K +4,768 +46%
NFG
424
Next Financial Group
Texas
$923K +$658K +10,600 +249%
RBC
425
Ronald Blue & Co
Georgia
$919K -$388K -6,252 -30%
15 16
17
18 19