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iShares Core S&P Small-Cap ETF
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Overview Fund Activity

707 hedge funds and large institutions have $10.5B invested in iShares Core S&P Small-Cap ETF in 2016 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 308 increasing their positions, 229 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
707
Holders Change
+25
Holders Change %
+3.67%
% of All Funds
18.89%
Holding in Top 10
100
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+3.09%
% of All Funds
2.67%
New
57
Increased
308
Reduced
229
Closed
26
Calls
$20.4M
Puts
$7.24M
Net Calls
+$13.2M
Net Calls Change
+$9.73M

Top Buyers

1
SMM
1
Stadion Money Management
Georgia
$245M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$135M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$31.6M
4
TC
4
Telemus Capital
Michigan
$23.9M
5
GC
5
Grimes & Company
Massachusetts
$23.5M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$1.67B
2
LPL Financial
2
LPL Financial
California
$101M
3
HNB
3
Huntington National Bank
Ohio
$54.3M
4
State Street
4
State Street
Massachusetts
$53.1M
5
Bessemer Group
5
Bessemer Group
New Jersey
$4.11M
Name Holding Trade Value Shares
Change 		Shares
Change %
CSIC
526
Clifford Swan Investment Counsel
California
$384K -$62.1K -1,070 -14%
BA
527
BKS Advisors
Michigan
$384K -$1.16K -20 -0.3%
HPC
528
HM Payson & Co
Maine
$383K – – –
LWCFA
529
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$379K -$120K -2,070 -24%
SCA
530
STALEY CAPITAL ADVISERS
Pennsylvania
$379K +$158K +2,730 +72%
DT
531
Diversified Trust
Tennessee
$376K – – –
CGI
532
Cougar Global Investments
Ontario, Canada
$373K -$4.76M -82,022 -93%
RMDI
533
R.M. Davis Inc
Maine
$373K +$144K +2,474 +63%
SFI
534
SPC Financial Inc
Maryland
$371K +$8.73K +150 +2%
BFA
535
Bragg Financial Advisors
North Carolina
$370K -$72.2K -1,244 -16%
ST
536
Sageworth Trust
Pennsylvania
$369K – – –
ACP
537
Aviance Capital Partners
Florida
$369K – – –
SRC
538
Shufro Rose & Co
New York
$364K +$1.16K +20 +0.3%
BUB
539
BBVA USA Bancshares
Texas
$359K -$52.5K -904 -13%
CB
540
Chemical Bank
Michigan
$358K +$2.56K +44 +0.7%
WWM
541
Willingdon Wealth Management
North Carolina
$353K +$4.18K +72 +1%
CAL
542
Capital Advisors Ltd
Ohio
$351K +$10.6K +182 +3%
PCM
543
Perritt Capital Management
Illinois
$349K – – –
CWM
544
Calamos Wealth Management
Illinois
$349K – – –
PWW
545
Pettyjohn Wood & White
Virginia
$348K +$10.6K +182 +3%
HFS
546
Haverford Financial Services
Pennsylvania
$343K – – –
SAA
547
Southeast Asset Advisors
Georgia
$329K +$329K +5,660 New
CMP
548
Courage Miller Partners
Virginia
$325K -$9.76K -168 -3%
RT
549
Rockland Trust
Massachusetts
$323K +$32.6K +560 +11%
RWA
550
Ropes Wealth Advisors
Massachusetts
$317K -$108K -1,864 -25%
20 21
22
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