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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 %
IIC
626
Integrated Investment Consultants
Michigan
$204K – – –
PWMAG
627
Pinnacle Wealth Management Advisory Group
New Jersey
$203K +$203K +3,490 New
GLA
628
Great Lakes Advisors
Illinois
$202K -$174K -2,998 -46%
BHTS
629
Bar Harbor Trust Services
Maine
$202K +$202K +3,482 New
KTC
630
Kistler-Tiffany Companies
Pennsylvania
$199K -$814 -14 -0.4%
SFPM
631
Sensible Financial Planning & Management
Massachusetts
$191K – – –
JGIA
632
Jackson Grant Investment Advisers
Connecticut
$190K +$1.28K +22 +0.7%
S
633
SignatureFD
Georgia
$179K +$1.86K +32 +1%
MWP
634
MYCIO Wealth Partners
Pennsylvania
$177K +$10.4K +178 +6%
WCM
635
Wealthcare Capital Management
Virginia
$171K +$26.2K +452 +18%
TFO
636
Tarbox Family Office
California
$168K – – –
SEI Investments
637
SEI Investments
Pennsylvania
$153K +$45K +772 +42%
MFBTD
638
MB Financial Bank - Trust Department
Illinois
$139K – – –
GI
639
Gradient Investments
Minnesota
$136K -$35.2K -604 -21%
PFBT
640
Parkside Financial Bank & Trust
Missouri
$132K +$34.1K +590 +35%
FM
641
Forward Management
California
$126K +$126K +2,160 New
HDIM
642
Hanson & Doremus Investment Management
Vermont
$125K – – –
CG
643
Cutler Group
California
$122K -$46.2K -798 -27%
BKA
644
Brick & Kyle Associates
Pennsylvania
$122K – – –
SF
645
Synovus Financial
Georgia
$121K – – –
RFWA
646
RPg Family Wealth Advisory
Massachusetts
$115K +$9.88K +170 +9%
CFA
647
Carroll Financial Associates
North Carolina
$115K +$13.4K +230 +13%
TSW
648
Thompson Siegel & Walmsley
Virginia
$101K – – –
FMA
649
FNY Managed Accounts
New York
$101K +$101K +1,730 New
WEC
650
Winslow Evans & Crocker
Massachusetts
$95.8K +$349 +6 +0.4%
24 25
26
27 28