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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
+$416M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$197M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$150M
4
Bank of America
Bank of America
North Carolina
+$143M
5
Morgan Stanley
Morgan Stanley
New York
+$142M

Top Sellers

1
CS
Credit Suisse
Switzerland
-$149M
2
RIG
RiverFront Investment Group
Virginia
-$48.1M
3
VA
Valmark Advisers
Ohio
-$41.1M
4
SMM
Stadion Money Management
Georgia
-$35.6M
5
TC
Telemus Capital
Michigan
-$24.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
LWCFA
626
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$449K – – –
KA
627
Kovack Advisors
Florida
$444K -$21.3K -310 -5%
EWM
628
Empirical Wealth Management
Washington
$444K +$60.8K +884 +16%
BFA
629
Bragg Financial Advisors
North Carolina
$438K – – –
ACP
630
Aviance Capital Partners
Florida
$437K – – –
ST
631
Sageworth Trust
Pennsylvania
$436K – – –
SAA
632
Southeast Asset Advisors
Georgia
$434K +$38.5K +560 +10%
SRC
633
Shufro Rose & Co
New York
$431K – – –
ST
634
Smithfield Trust
Pennsylvania
$426K +$160K +2,332 +60%
SBH
635
Segall Bryant & Hamill
Illinois
$425K +$59.2K +862 +16%
SFA
636
Sequoia Financial Advisors
Ohio
$421K -$17.9K -260 -4%
SC
637
Scotia Capital
Ontario, Canada
$420K -$39.8K -578 -9%
CAL
638
Capital Advisors Ltd
Ohio
$417K +$5.23K +76 +1%
CAM
639
Concorde Asset Management
Michigan
$416K +$106K +1,542 +34%
AWM
640
AE Wealth Management
Kansas
$415K +$415K +6,030 New
PCM
641
Perritt Capital Management
Illinois
$413K – – –
BDF
642
Balasa Dinverno & Foltz
$410K -$220K -3,200 -35%
HFS
643
Haverford Financial Services
Pennsylvania
$406K – – –
CGL
644
Clarius Group LLC
Washington
$406K – – –
BWP
645
BSW Wealth Partners
Colorado
$406K +$406K +5,898 New
CSIC
646
Clifford Swan Investment Counsel
California
$401K – – –
AllianceBernstein
647
AllianceBernstein
Tennessee
$393K -$9.49K -138 -2%
DIA
648
Dana Investment Advisors
Wisconsin
$392K +$392K +5,700 New
CCM
649
Coe Capital Management
Illinois
$391K – – –
FB
650
Fulton Bank
Pennsylvania
$387K -$189K -2,756 -33%
24 25
26
27 28