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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 %
CCT
476
Capital City Trust
Florida
$653K – – –
WTC
477
WhitTier Trust Company
Nevada
$651K – – –
HCM
478
Hodges Capital Management
Texas
$646K -$193K -3,100 -23%
AFWA
479
Ancora Family Wealth Advisors
Ohio
$636K +$123K +1,980 +24%
LWM
480
LBA Wealth Management
Florida
$635K +$11.1K +178 +2%
WT
481
Washington Trust
Rhode Island
$633K +$200K +3,228 +46%
NFG
482
Nations Financial Group
Iowa
$620K +$114K +1,840 +23%
CFA
483
Cahill Financial Advisors
Minnesota
$611K +$23.7K +382 +4%
MCM
484
Mitchell Capital Management
Kansas
$602K +$602K +9,706 New
MPM
485
Meritage Portfolio Management
Kansas
$597K -$2.49K -40 -0.4%
M
486
MOTCO
Texas
$594K +$275K +4,420 +86%
ANB
487
Amarillo National Bank
Texas
$586K – – –
MC
488
Martin & Co
Tennessee
$584K +$395K +19,870 +208%
FMW
489
Farr Miller & Washington
District of Columbia
$571K +$34.5K +556 +6%
BDF
490
Balasa Dinverno & Foltz
$569K -$103K -1,664 -15%
NAM
491
North American Management
Massachusetts
$569K -$69.9K -1,126 -11%
AL
492
Aspiriant LLC
California
$568K -$36K -580 -6%
FHC
493
First Heartland Consultants
Missouri
$566K -$111K -1,786 -16%
FIB
494
First Interstate Bank
Montana
$564K +$14.9K +240 +3%
SNT
495
Security National Trust
West Virginia
$562K +$16.8K +270 +3%
BC
496
Bartlett & Co
Ohio
$561K – – –
RPG
497
Risk Paradigm Group
Texas
$560K -$21.2K -342 -4%
CFA
498
CT Financial Advisors
Pennsylvania
$559K -$41.8K -674 -7%
VIA
499
Vantage Investment Advisors
Pennsylvania
$558K -$110K -1,776 -17%
EWA
500
Exencial Wealth Advisors
Oklahoma
$554K +$30.9K +520 +6%
18 19
20
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