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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 %
BA
401
BlackRock Advisors
Delaware
$2.01M +$182K +2,650 +10%
FFWA
402
FRG Family Wealth Advisors
Washington
$2M +$459K +6,670 +30%
NL
403
NWAM LLC
Washington
$1.99M +$97.1K +1,412 +5%
CL
404
Choreo LLC
Illinois
$1.97M +$18.8K +274 +1%
QA
405
Quantitative Advantage
Minnesota
$1.95M -$319K -4,634 -14%
Chevy Chase Trust
406
Chevy Chase Trust
Maryland
$1.95M -$85.1K -1,238 -4%
First Trust Advisors
407
First Trust Advisors
Illinois
$1.94M -$333K -4,850 -15%
PIM
408
Parker Investment Management
California
$1.93M +$1.93M +28,004 New
RSA
409
Robertson Stephens Advisors
California
$1.9M +$1.9M +27,644 New
PGFC
410
Peapack-Gladstone Financial Corp
New Jersey
$1.89M +$34.5K +502 +2%
PA
411
Pinnacle Associates
New York
$1.88M +$164K +2,382 +10%
AC
412
Abbrea Capital
California
$1.85M +$1.85M +26,922 New
RIG
413
Renaissance Investment Group
Massachusetts
$1.84M +$1.84M +26,806 New
NFG
414
Next Financial Group
Texas
$1.8M +$777K +11,304 +76%
BG
415
Bahl & Gaynor
Ohio
$1.78M +$11.4K +166 +0.6%
ACM
416
AUA Capital Management
Pennsylvania
$1.76M +$1.76M +25,626 New
TCOT
417
Trust Company of Toledo
Ohio
$1.76M – – –
BIM
418
Baldwin Investment Management
Pennsylvania
$1.76M -$199K -2,900 -10%
NPT
419
Nixon Peabody Trust
Massachusetts
$1.75M +$262K +3,804 +18%
FWM
420
Frontier Wealth Management
Missouri
$1.74M +$732K +10,650 +72%
SCA
421
Snowden Capital Advisors
New York
$1.74M +$583K +8,480 +50%
PWAP
422
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$1.73M +$160K +2,326 +10%
BJ
423
BlackRock Japan
Japan
$1.72M -$582K -8,458 -25%
CA
424
Cambridge Advisors
Nebraska
$1.72M -$206K -2,990 -11%
1GA
425
1st Global Advisors
Texas
$1.71M +$1.44M +20,988 +548%
15 16
17
18 19