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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 %
BHTS
651
Bar Harbor Trust Services
Maine
$216K – – –
GLA
652
Great Lakes Advisors
Illinois
$216K +$124 +2 +0.1%
IUHSA
653
Itau Unibanco Holding S.A.
Brazil
$214K +$214K +3,460 New
KTC
654
Kistler-Tiffany Companies
Pennsylvania
$213K – – –
IIC
655
Integrated Investment Consultants
Michigan
$213K – – –
MLIC
656
Mandatum Life Insurance Company
Finland
$207K +$207K +3,330 New
SEI Investments
657
SEI Investments
Pennsylvania
$206K +$43.2K +696 +27%
LFG
658
LifePlan Financial Group
Ohio
$206K +$206K +3,324 New
HS
659
Huntington Steele
Pennsylvania
$205K +$205K +3,304 New
SFPM
660
Sensible Financial Planning & Management
Massachusetts
$204K – – –
JGIA
661
Jackson Grant Investment Advisers
Connecticut
$203K – – –
MWP
662
MYCIO Wealth Partners
Pennsylvania
$202K +$13.6K +220 +7%
CNBT
663
Canandaigua National Bank & Trust
New York
$201K -$21.3K -344 -10%
WB
664
WesBanco Bank
West Virginia
$201K +$201K +3,236 New
ACM
665
Azimuth Capital Management
Michigan
$201K +$201K +3,238 New
WC
666
Woodstock Corp
Massachusetts
$201K +$201K +3,244 New
DLHL
667
Donald L. Hagan LLC
Florida
$200K -$2.15M -34,474 -91%
HIMC
668
Heritage Investors Management Corp
Maryland
$200K +$200K +3,224 New
JFA
669
JNBA Financial Advisors
Minnesota
$198K -$16.4M -265,010 -99%
S
670
SignatureFD
Georgia
$198K +$7.32K +118 +4%
WA
671
WFG Advisors
Texas
$190K +$129K +2,078 +211%
BHIA
672
Birch Hill Investment Advisors
Massachusetts
$190K +$190K +3,060 New
WCM
673
Wealthcare Capital Management
Virginia
$182K -$993 -16 -0.5%
TFO
674
Tarbox Family Office
California
$180K – – –
HDIM
675
Hanson & Doremus Investment Management
Vermont
$176K +$42.9K +692 +32%
25 26
27
28 29