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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 %
FPCP
526
Fort Point Capital Partners
California
$881K +$737K +21,764 +511%
AF
527
Arrow Financial
New York
$873K +$304K +4,426 +54%
FMI
528
Fiduciary Management Inc
Wisconsin
$873K +$873K +12,690 New
MFT
529
Moisand Fitzgerald Tamayo
Florida
$870K -$11.4K -166 -1%
HB
530
Homrich & Berg
Georgia
$869K +$135K +1,964 +18%
MSAM
531
Moloney Securities Asset Management
Missouri
$869K +$869K +12,638 New
SI
532
Stephens Inc
Arkansas
$865K +$4.13K +60 +0.5%
IWA
533
IBEX Wealth Advisors
New Jersey
$864K +$864K +25,424 New
DCM
534
Donaldson Capital Management
Indiana
$856K -$37.1K -540 -4%
OC
535
Oarsman Capital
Wisconsin
$852K -$187K -2,720 -18%
WTC
536
WhitTier Trust Company
Nevada
$852K +$131K +1,900 +18%
CWA
537
Cypress Wealth Advisors
California
$842K – – –
WT
538
Washington Trust
Rhode Island
$836K +$135K +1,964 +19%
SWM
539
SVA Wealth Management
Wisconsin
$828K +$27.8K +404 +3%
FMWA
540
Forvis Mazars Wealth Advisors
Missouri
$816K -$1.65K -24 -0.2%
CIAS
541
Capital Investment Advisory Services
North Carolina
$813K +$813K +11,820 New
OMC
542
Overbrook Management Corp
New York
$809K – – –
BB
543
Busey Bank
Illinois
$806K -$11K -160 -1%
TSWM
544
Triangle Securities Wealth Management
North Carolina
$801K +$10.3K +150 +1%
TTWM
545
TCV Trust & Wealth Management
Virginia
$782K +$18.6K +270 +2%
HPC
546
HM Payson & Co
Maine
$779K +$329K +4,780 +73%
Natixis Advisors
547
Natixis Advisors
Massachusetts
$775K +$12.5K +364 +2%
IWM
548
Integrated Wealth Management
California
$767K -$29.3K -426 -4%
LIA
549
LBMC Investment Advisors
Tennessee
$764K – – –
SAM
550
Summit Asset Management
Tennessee
$764K +$271K +3,942 +55%
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22
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