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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
1
Wells Fargo
California
$2.15B
2
CS
2
Credit Suisse
Switzerland
$149M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$289M
4
HNB
4
Huntington National Bank
Ohio
$94.6M
5
RIG
5
RiverFront Investment Group
Virginia
$85.8M

Top Sellers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$58.5M
2
SMM
2
Stadion Money Management
Georgia
$169M
3
STMM
3
South Texas Money Management
Texas
$164M
4
VA
4
Valmark Advisers
Ohio
$320M
5
Goldman Sachs
5
Goldman Sachs
New York
$107M
Name Holding Trade Value Shares
Change 		Shares
Change %
WF
601
Welch & Forbes
Massachusetts
$283K -$6.2K -100 -2%
NIC
602
Northwest Investment Counselors
Oregon
$283K – – –
CCA
603
Cobblestone Capital Advisors
New York
$282K -$8.68K -140 -3%
CAM
604
Concorde Asset Management
Michigan
$280K +$280K +4,510 New
AWM
605
Avior Wealth Management
Nebraska
$278K +$3.73K +60 +1%
HCIA
606
Hochman Cole Investment Advisors
Illinois
$278K +$26.2K +422 +10%
CFS
607
Commonwealth Financial Services
West Virginia
$277K – – –
CCA
608
Clearwater Capital Advisors
Illinois
$274K +$35K +568 +15%
SFG
609
SevenBridge Financial Group
Pennsylvania
$271K -$15.1K -250 -5%
SFI
610
SPC Financial Inc
Maryland
$270K -$126K -2,028 -32%
OA
611
Oxbow Advisors
Texas
$270K – – –
NGA
612
Naples Global Advisors
Florida
$269K – – –
ANTB
613
AMG National Trust Bank
Colorado
$267K -$44.3K -714 -14%
DE
614
Day & Ennis
Georgia
$267K +$19.7K +318 +8%
CL
615
CPWM LLC
Washington
$267K +$267K +4,302 New
TAM
616
Trillium Asset Management
Massachusetts
$265K – – –
VWM
617
Vector Wealth Management
Minnesota
$264K – – –
FPCP
618
Fort Point Capital Partners
California
$264K +$5.21K +84 +2%
GC
619
Gibson Capital
Pennsylvania
$264K +$264K +4,260 New
MWM
620
Modera Wealth Management
New Jersey
$263K -$11.2K -180 -4%
IC
621
Iconiq Capital
California
$256K – – –
CS
622
Cannell & Spears
New York
$254K – – –
HWM
623
Highwater Wealth Management
Colorado
$254K +$254K +4,090 New
WCWM
624
Wooster Corthell Wealth Management
Connecticut
$249K -$26.5K -426 -10%
ANBT
625
American National Bank & Trust
Texas
$248K – – –
23 24
25
26 27