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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 %
BAC
451
Boys Arnold & Co
North Carolina
$784K – – –
AFP
452
Ausdal Financial Partners
Iowa
$784K +$160K +2,572 +26%
SI
453
Stephens Inc
Arkansas
$777K +$32.6K +526 +4%
CWA
454
Cypress Wealth Advisors
California
$760K +$157K +2,530 +26%
CLOS
455
Compagnie Lombard Odier SCmA
Switzerland
$757K – – –
SCA
456
Stillwater Capital Advisors
Pennsylvania
$751K +$251K +4,044 +50%
BB
457
Busey Bank
Illinois
$738K -$128K -2,058 -15%
FMWA
458
Forvis Mazars Wealth Advisors
Missouri
$738K -$8.94K -144 -1%
OMC
459
Overbrook Management Corp
New York
$730K -$8.69K -140 -1%
1IA
460
1834 Investment Advisors
Wisconsin
$725K -$3.85K -62 -0.5%
SWM
461
SVA Wealth Management
Wisconsin
$723K +$7.08K +114 +1%
IWM
462
Integrated Wealth Management
California
$719K -$57.5K -926 -7%
TSWM
463
Triangle Securities Wealth Management
North Carolina
$714K +$714K +11,498 New
KPAG
464
KLS Professional Advisors Group
New York
$710K +$136K +2,192 +24%
CWM
465
Cornerstone Wealth Management
Missouri
$701K +$701K +11,368 New
CA
466
Commerzbank Aktiengesellschaft
Germany
$698K +$698K +11,252 New
LIA
467
LBMC Investment Advisors
Tennessee
$690K +$12.4K +200 +2%
TTWM
468
TCV Trust & Wealth Management
Virginia
$689K – – –
LBC
469
Lowe Brockenbrough & Co
Virginia
$681K – – –
GF
470
Gerstein Fisher
New York
$670K -$33.3K -536 -5%
AssetMark Inc
471
AssetMark Inc
California
$664K +$67.5K +1,088 +11%
HB
472
Homrich & Berg
Georgia
$662K +$662K +10,668 New
TIA
473
Tiemann Investment Advisors
California
$660K -$13.4K -216 -2%
MIC
474
Meridian Investment Counsel
California
$659K – – –
HCC
475
Hirtle Callaghan & Co
Pennsylvania
$659K +$38.1K +614 +6%
17 18
19
20 21