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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
$2.8B
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$262M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$470M
4
Bank of America
Bank of America
North Carolina
$1.04B
5
Morgan Stanley
Morgan Stanley
New York
$698M

Top Sellers

1
CS
Credit Suisse
Switzerland
$0
2
RIG
RiverFront Investment Group
Virginia
$46.9M
3
VA
Valmark Advisers
Ohio
$314M
4
SMM
Stadion Money Management
Georgia
$152M
5
TC
Telemus Capital
Michigan
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BFA
576
Beaumont Financial Advisors
Massachusetts
$635K +$40K +582 +7%
AL
577
Aspiriant LLC
California
$629K -$138 -2 -0%
MC
578
Moors & Cabot
Massachusetts
$625K +$68.7K +996 +12%
PTB
579
Pioneer Trust Bank
Oregon
$625K +$166K +2,420 +36%
PPA
580
Parametric Portfolio Associates
Washington
$624K +$39.1K +568 +7%
MBTD
581
Mechanics Bank - Trust Department
California
$623K +$10.3K +150 +2%
PL
582
Plancorp LLC
Missouri
$622K +$622K +9,036 New
BC
583
Bartlett & Co
Ohio
$621K – – –
VIA
584
Vantage Investment Advisors
Pennsylvania
$616K -$1.79K -26 -0.3%
FBA
585
Front Barnett Associates
Illinois
$616K +$67K +974 +12%
CI
586
Cigna Investments
Connecticut
$610K +$610K +8,880 New
FIB
587
First Interstate Bank
Montana
$608K -$16.5K -240 -3%
SCG
588
Sonata Capital Group
Washington
$605K – – –
RMDI
589
R.M. Davis Inc
Maine
$603K +$161K +2,350 +37%
FFBTD
590
First Financial Bank - Trust Division
Ohio
$601K +$204K +2,966 +51%
LWMT
591
Legacy Wealth Management (Tennessee)
Tennessee
$596K +$2.48K +36 +0.4%
CB
592
Chemical Bank
Michigan
$590K +$161K +2,336 +37%
PWMAG
593
Pinnacle Wealth Management Advisory Group
New Jersey
$587K +$157K +2,282 +37%
OCG
594
Opus Capital Group
Ohio
$584K -$2.06K -30 -0.4%
DBT
595
Dubuque Bank & Trust
Iowa
$584K – – –
ACM
596
Azimuth Capital Management
Michigan
$581K +$358K +5,210 +161%
BCM
597
BTC Capital Management
Iowa
$577K – – –
BO
598
Bank OZK
Arkansas
$557K +$32.4K +470 +6%
FIM
599
Frontier Investment Management
Texas
$552K -$1.37K -20 -0.2%
NAM
600
North American Management
Massachusetts
$550K -$80.2K -1,166 -13%
22 23
24
25 26