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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 %
Invesco
451
Invesco
Georgia
$1.44M +$51.2K +744 +4%
RPG
452
Risk Paradigm Group
Texas
$1.43M +$813K +11,820 +131%
FHC
453
First Heartland Consultants
Missouri
$1.41M +$782K +11,378 +125%
MCTIC
454
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$1.41M -$868K – –
NSB
455
Norway Savings Bank
Maine
$1.41M +$1.41M +20,466 New
EFS
456
Essex Financial Services
Connecticut
$1.38M -$288K -4,196 -17%
JIP
457
Jaffetilchin Investment Partners
Florida
$1.36M +$1.36M +19,776 New
AIG
458
American International Group
New York
$1.34M +$372K +5,408 +38%
EDRIA
459
Edmonds Duncan Registered Investment Advisors
Kansas
$1.33M -$44.1K -642 -3%
KBFS
460
Kohmann Bosshard Financial Services
Ohio
$1.33M +$1.33M +38,500 New
PCM
461
Parsons Capital Management
Rhode Island
$1.33M +$15.5K +226 +1%
William Blair & Company
462
William Blair & Company
Illinois
$1.32M +$68.8K +1,000 +5%
SWA
463
Sutton Wealth Advisors
Florida
$1.32M – – –
ACP
464
Aveo Capital Partners
Colorado
$1.32M +$1.32M +19,204 New
BHBT
465
Burke & Herbert Bank & Trust
Virginia
$1.3M -$110K -1,600 -8%
BJ
466
Brouwer & Janachowski
California
$1.3M -$112K -1,634 -8%
I
467
IberiaBank
Louisiana
$1.29M +$320K +4,648 +33%
PAM
468
Peak Asset Management
Colorado
$1.29M +$30.9K +450 +2%
OA
469
Outfitter Advisors
Virginia
$1.28M +$75.7K +1,100 +6%
Schroder Investment Management Group
470
Schroder Investment Management Group
United Kingdom
$1.28M – – –
FHA
471
Flagship Harbor Advisors
Massachusetts
$1.25M +$1.25M +36,832 New
GC
472
Gilbert & Cook
Iowa
$1.24M +$1.24M +18,046 New
MCWS
473
McKinley Carter Wealth Services
West Virginia
$1.22M +$330K +4,802 +37%
NFG
474
Nations Financial Group
Iowa
$1.21M +$520K +7,568 +76%
SCA
475
Stonebridge Capital Advisors
Minnesota
$1.18M +$7.02K +102 +0.6%
17 18
19
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