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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 %
SCA
601
STALEY CAPITAL ADVISERS
Pennsylvania
$529K – – –
CHA
602
Cedar Hill Associates
Illinois
$526K +$526K +7,650 New
PIM
603
Penobscot Investment Management
Massachusetts
$525K – – –
IC
604
Intersect Capital
California
$525K +$137K +1,996 +35%
BC
605
Brinker Capital
Pennsylvania
$525K +$525K +7,630 New
TSS
606
Two Sigma Securities
New York
$523K +$523K +7,604 New
BA
607
BKS Advisors
Michigan
$521K +$76.4K +1,112 +17%
MC
608
Martin & Co
Tennessee
$519K -$1.5M -21,860 -74%
CT
609
Coastline Trust
Rhode Island
$518K -$66.7K -970 -11%
NSIM
610
North Star Investment Management
Illinois
$517K +$17.2K +250 +3%
EDRH
611
Edmond de Rothschild Holding
Switzerland
$513K +$253K +3,680 +97%
BUB
612
BBVA USA Bancshares
Texas
$512K -$27.1K -394 -5%
KIA
613
KCM Investment Advisors
California
$503K -$73.6K -1,070 -13%
HCMT
614
Highland Capital Management (Tennessee)
Tennessee
$494K -$4.13K -60 -0.8%
BBHC
615
Brown Brothers Harriman & Co
New York
$491K -$41.3K -600 -8%
BCM
616
Brookmont Capital Management
Texas
$490K +$244K +7,092 +99%
RWA
617
Ropes Wealth Advisors
Massachusetts
$486K +$111K +1,620 +30%
HCM
618
Harvest Capital Management
New Hampshire
$477K – – –
OFG
619
Oxford Financial Group
Indiana
$477K +$477K +6,930 New
RA
620
RFG Advisory
Alabama
$472K – – –
LCC
621
Lincoln Capital Corp
Rhode Island
$468K +$468K +6,800 New
MCM
622
Millie Capital Management
California
$464K +$78.3K +1,140 +20%
CG
623
Colony Group
Massachusetts
$463K -$6.18K -90 -1%
NGA
624
Naples Global Advisors
Florida
$453K +$155K +2,250 +52%
VWA
625
V Wealth Advisors
Kansas
$452K +$452K +6,538 New
23 24
25
26 27