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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 %
FWM
426
Frontier Wealth Management
Missouri
$913K – – –
OCM
427
One Capital Management
California
$910K -$86.9K -1,400 -9%
ACM
428
Argentus Capital Management
Texas
$903K +$21.9K +352 +2%
CWM
429
Connecticut Wealth Management
Connecticut
$902K +$902K +14,620 New
PL
430
Parthenon LLC
Kentucky
$898K +$16.1K +260 +2%
BIM
431
Bridgecreek Investment Management
Oklahoma
$897K -$838K -13,500 -48%
AW
432
ACG Wealth
Georgia
$883K +$157K +2,530 +22%
I
433
IberiaBank
Louisiana
$877K -$207K -3,328 -19%
AIG
434
American International Group
New York
$875K -$4.52M -72,800 -84%
FIG
435
FundX Investment Group
California
$872K +$872K +14,050 New
WA
436
WealthTrust-Arizona
Arizona
$870K +$206K +3,320 +31%
MCTIC
437
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$868K -$812K – –
AOWM
438
Alpha Omega Wealth Management
Virginia
$853K -$17.3K -278 -2%
WS
439
Wedbush Securities
California
$844K +$171K +2,758 +25%
JFGIW
440
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$843K +$593K +9,552 +237%
DY
441
Dowling & Yahnke
California
$840K -$16.1K -260 -2%
AFG
442
Arkansas Financial Group
Arkansas
$837K +$6.46K +104 +0.8%
CIC
443
Carnegie Investment Counsel
Ohio
$834K +$3.14K +52 +0.4%
TH
444
TCTC Holdings
Texas
$832K -$29.2K -470 -3%
TFCP
445
Twin Focus Capital Partners
Massachusetts
$828K -$500K -8,054 -38%
RFS
446
Rockefeller Financial Services
New York
$826K – – –
MJRIC
447
Mogy Joel R Investment Counsel
California
$826K – – –
DCM
448
Donaldson Capital Management
Indiana
$807K -$73.9K -1,190 -8%
MCWS
449
McKinley Carter Wealth Services
West Virginia
$801K +$160K +2,584 +25%
MFT
450
Moisand Fitzgerald Tamayo
Florida
$796K -$3.11K -50 -0.4%
16 17
18
19 20