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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 %
CIBC World Market
551
CIBC World Market
Ontario, Canada
$316K +$64.6K +1,112 +26%
CCM
552
Coe Capital Management
Illinois
$314K +$1.74K +30 +0.6%
EWM
553
Empirical Wealth Management
Washington
$312K +$312K +5,376 New
RC
554
RegentAtlantic Capital
New Jersey
$310K +$67.5K +1,160 +28%
SBH
555
Segall Bryant & Hamill
Illinois
$309K +$116 +2 +0%
FFBTD
556
First Financial Bank - Trust Division
Ohio
$307K -$36.8K -634 -11%
KLI
557
Kelman-Lazarov Inc
Tennessee
$304K -$14.7K -252 -5%
HS
558
Horan Securities
United States
$303K -$533K -8,692 -64%
LIA
559
LS Investment Advisors
Michigan
$301K – – –
AFS
560
Aft Forsyth & Sober
Florida
$299K -$81.3K -1,400 -21%
M
561
MOTCO
Texas
$299K – – –
PG
562
Patten Group
Tennessee
$299K – – –
CG
563
Colony Group
Massachusetts
$294K +$29.1K +500 +11%
CIM
564
Confluence Investment Management
Missouri
$292K +$3.38K +58 +1%
ANTB
565
AMG National Trust Bank
Colorado
$291K +$41.4K +714 +17%
FPCG
566
Fort Pitt Capital Group
Pennsylvania
$289K +$77.2K +1,328 +36%
ZF
567
Zhang Financial
Michigan
$286K -$31.7K -546 -10%
GP
568
Girard Partners
Pennsylvania
$286K +$51.6K +886 +22%
BOS
569
Bingham Osborn & Scarborough
California
$284K -$6.05K -104 -2%
SG
570
Strid Group
Pennsylvania
$281K +$930 +16 +0.3%
DDC
571
Daniel Devine & Co
Florida
$279K – – –
AIP
572
ARS Investment Partners
New York
$279K – – –
PO
573
Private Ocean
California
$278K +$464 +8 +0.2%
AP
574
Advisor Partners
California
$275K +$27.3K +470 +11%
SFG
575
SevenBridge Financial Group
Pennsylvania
$275K +$275K +4,728 New
21 22
23
24 25