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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
1
Wells Fargo
California
$2.15B
2
CS
2
Credit Suisse
Switzerland
$149M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$289M
4
HNB
4
Huntington National Bank
Ohio
$94.6M
5
RIG
5
RiverFront Investment Group
Virginia
$85.8M

Top Sellers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$58.5M
2
SMM
2
Stadion Money Management
Georgia
$169M
3
STMM
3
South Texas Money Management
Texas
$164M
4
VA
4
Valmark Advisers
Ohio
$320M
5
Goldman Sachs
5
Goldman Sachs
New York
$107M
Name Holding Trade Value Shares
Change 		Shares
Change %
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$86.4M +$17.4M +280,298 +25%
RIG
27
RiverFront Investment Group
Virginia
$85.8M +$85.8M +1,382,740 New
Members Trust
28
Members Trust
Florida
$82.4M +$868K +13,988 +1%
Fifth Third Bancorp
29
Fifth Third Bancorp
Ohio
$80M +$9.78M +157,544 +14%
Public Sector Pension Investment Board (PSP Investments)
30
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$79.8M +$5.59M +90,000 +8%
HTC
31
Haverford Trust Company
Pennsylvania
$74.7M +$383K +6,168 +0.5%
Comerica Bank
32
Comerica Bank
Texas
$67.3M -$1.66M -26,740 -2%
BIT
33
BlackRock Institutional Trust
California
$59.2M +$3.49M +56,208 +6%
Northwestern Mutual Wealth Management
34
Northwestern Mutual Wealth Management
Wisconsin
$58.5M -$141M -2,273,178 -71%
State Street
35
State Street
Massachusetts
$55.2M -$1.47M -23,686 -3%
Bank of Montreal
36
Bank of Montreal
Ontario, Canada
$54.9M +$15.3M +246,660 +39%
BlackRock
37
BlackRock
New York
$51M +$5.12M +82,400 +11%
RJFSA
38
Raymond James Financial Services Advisors
Florida
$47.7M +$13.9M +223,982 +41%
BIM
39
BlackRock Investment Management
Delaware
$46.7M +$7.96M +128,246 +21%
Truist Financial
40
Truist Financial
North Carolina
$45.7M +$718K +11,566 +2%
DWM
41
Destination Wealth Management
California
$45M -$1.04M -16,686 -2%
UB
42
UMB Bank
Missouri
$43M +$232K +3,740 +0.5%
M&T Bank
43
M&T Bank
New York
$42.8M +$476K +7,662 +1%
LTFS
44
Ladenburg Thalmann Financial Services
Florida
$40.6M +$5.22M +84,116 +15%
EMA
45
Efficient Market Advisors
California
$38.2M -$744K -11,984 -2%
CI
46
Conning Inc
Connecticut
$37.6M +$372K +6,000 +1%
MIH
47
Madison Investment Holdings
Wisconsin
$35.8M -$1.57M -25,296 -4%
WF
48
WealthTrust Fairport
Ohio
$35.1M -$45.7K -736 -0.1%
AI
49
Atria Investments
North Carolina
$35M +$1.23M +19,740 +4%
Principal Financial Group
50
Principal Financial Group
Iowa
$34.7M +$152K +2,442 +0.4%
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