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iShares Core S&P Small-Cap ETF
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Overview Fund Activity

707 hedge funds and large institutions have $10.5B invested in iShares Core S&P Small-Cap ETF in 2016 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 308 increasing their positions, 229 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
707
Holders Change
+25
Holders Change %
+3.67%
% of All Funds
18.89%
Holding in Top 10
100
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+3.09%
% of All Funds
2.67%
New
57
Increased
308
Reduced
229
Closed
26
Calls
$20.4M
Puts
$7.24M
Net Calls
+$13.2M
Net Calls Change
+$9.73M

Top Buyers

1
SMM
Stadion Money Management
Georgia
$245M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$135M
3
RJFSA
Raymond James Financial Services Advisors
Florida
$31.6M
4
TC
Telemus Capital
Michigan
$23.9M
5
GC
Grimes & Company
Massachusetts
$23.5M

Top Sellers

1
Wells Fargo
Wells Fargo
California
$1.67B
2
LPL Financial
LPL Financial
California
$101M
3
HNB
Huntington National Bank
Ohio
$54.3M
4
State Street
State Street
Massachusetts
$53.1M
5
Bessemer Group
Bessemer Group
New Jersey
$4.11M
Name Holding Trade Value Shares
Change 		Shares
Change %
RFS
426
Rockefeller Financial Services
New York
$774K – – –
MJRIC
427
Mogy Joel R Investment Counsel
California
$773K +$3.49K +60 +0.5%
CBU
428
CIBC Bank USA
Illinois
$768K +$5.81K +100 +0.8%
CCT
429
Country Club Trust
Missouri
$763K -$29K -500 -4%
MFT
430
Moisand Fitzgerald Tamayo
Florida
$748K +$116 +2 +0%
BAC
431
Boys Arnold & Co
North Carolina
$734K +$734K +12,630 New
APSP
432
Asset Planning Services (Pennsylvania)
Pennsylvania
$732K +$172K +2,966 +31%
HH
433
Hilltop Holdings
Texas
$731K +$41.6K +716 +6%
IWM
434
Integrated Wealth Management
California
$727K -$72.5K -1,248 -9%
IC
435
Investment Counsel
Michigan
$711K +$465K +8,000 +189%
CLOS
436
Compagnie Lombard Odier SCmA
Switzerland
$709K +$709K +12,200 New
FMWA
437
Forvis Mazars Wealth Advisors
Missouri
$699K -$1.28K -22 -0.2%
SI
438
Stephens Inc
Arkansas
$697K +$697K +11,994 New
FA
439
FCG Advisors
New Jersey
$694K +$694K +11,952 New
OMC
440
Overbrook Management Corp
New York
$691K – – –
1IA
441
1834 Investment Advisors
Wisconsin
$682K +$124K +2,140 +22%
AW
442
ACG Wealth
Georgia
$679K -$20.6K -354 -3%
WDL
443
Well Done LLC
Michigan
$676K +$65.4K +1,126 +11%
SWM
444
SVA Wealth Management
Wisconsin
$670K +$106K +1,820 +19%
GF
445
Gerstein Fisher
New York
$658K -$23.6K -406 -3%
TTWM
446
TCV Trust & Wealth Management
Virginia
$645K – – –
LBC
447
Lowe Brockenbrough & Co
Virginia
$637K – – –
LIA
448
LBMC Investment Advisors
Tennessee
$634K +$50.2K +864 +9%
TIA
449
Tiemann Investment Advisors
California
$631K +$73.7K +1,268 +13%
WS
450
Wedbush Securities
California
$630K +$156K +2,690 +33%
16 17
18
19 20