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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 %
EA
651
Edge Advisors
Georgia
$385K +$385K +5,600 New
Manulife (Manufacturers Life Insurance)
652
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$381K +$190K +5,520 +99%
CWM
653
Calamos Wealth Management
Illinois
$376K +$22.7K +330 +6%
SYBT
654
Stock Yards Bank & Trust
Kentucky
$374K – – –
RC
655
RegentAtlantic Capital
New Jersey
$374K – – –
B
656
Bridgeworth
Alabama
$374K +$374K +5,366 New
HCM
657
Howland Capital Management
Massachusetts
$373K – – –
AFS
658
Aft Forsyth & Sober
Florida
$368K – – –
SHGA
659
Sand Hill Global Advisors
California
$368K +$368K +5,354 New
BOS
660
Bingham Osborn & Scarborough
California
$359K +$32K +466 +10%
KLI
661
Kelman-Lazarov Inc
Tennessee
$359K – – –
HWM
662
Highwater Wealth Management
Colorado
$357K +$75.9K +1,104 +27%
LIA
663
LS Investment Advisors
Michigan
$356K – – –
CMP
664
Courage Miller Partners
Virginia
$351K -$32.6K -474 -8%
PCA
665
Peddock Capital Advisors
Massachusetts
$347K +$17.4K +252 +5%
RT
666
Rockland Trust
Massachusetts
$346K -$8.94K -130 -3%
WF
667
Welch & Forbes
Massachusetts
$341K +$27.7K +404 +9%
BW
668
Bison Wealth
Georgia
$340K +$2.2K +32 +0.7%
Parallax Volatility Advisers
669
Parallax Volatility Advisers
California
$336K +$336K +4,880 +244,000%
ZF
670
Zhang Financial
Michigan
$334K +$141K +4,150 +73%
AWM
671
Avior Wealth Management
Nebraska
$333K +$24.8K +360 +8%
PO
672
Private Ocean
California
$331K +$1.24K +18 +0.4%
AAP
673
Arax Advisory Partners
Colorado
$331K +$331K +4,808 New
ANBT
674
American National Bank & Trust
Texas
$329K +$54.5K +794 +20%
GP
675
Girard Partners
Pennsylvania
$328K +$157K +4,570 +92%
25 26
27
28 29