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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 %
PS
676
Portfolio Solutions
Michigan
$327K – – –
PG
677
Proffitt & Goodson
Tennessee
$325K – – –
PMFA
678
Plante Moran Financial Advisors
Michigan
$324K +$4.81K +70 +2%
HS
679
Horan Securities
United States
$323K +$155K +4,544 +93%
SQA
680
Simon Quick Advisors
New Jersey
$323K +$323K +4,698 New
WA1
681
Wimmer Associates 1
California
$322K +$322K +4,680 New
Jane Street
682
Jane Street
New York
$315K -$6.63M -96,534 -95%
PFGIA
683
Patriot Financial Group Insurance Agency
Massachusetts
$315K +$315K +9,270 New
CCA
684
Cobblestone Capital Advisors
New York
$314K +$1.24K +18 +0.4%
NIC
685
Northwest Investment Counselors
Oregon
$313K – – –
SFI
686
SPC Financial Inc
Maryland
$313K +$14.2K +206 +5%
PFS
687
Prospera Financial Services
Texas
$310K +$60.8K +882 +24%
IC
688
Iconiq Capital
California
$309K +$26K +378 +9%
HCIA
689
Hochman Cole Investment Advisors
Illinois
$308K – – –
SLG
690
Stanley-Laman Group
Pennsylvania
$306K +$306K +4,456 New
FPCG
691
Fort Pitt Capital Group
Pennsylvania
$302K -$40.3K -586 -12%
OA
692
Oxbow Advisors
Texas
$299K – – –
CIBC World Market
693
CIBC World Market
Ontario, Canada
$298K +$26.3K +766 +10%
ANTB
694
AMG National Trust Bank
Colorado
$296K – – –
EWM
695
Evercore Wealth Management
New York
$294K -$77.3K -1,122 -21%
PG
696
Patten Group
Tennessee
$294K +$119K +3,464 +68%
TAM
697
Trillium Asset Management
Massachusetts
$293K – – –
GC
698
Gibson Capital
Pennsylvania
$292K – – –
SCM
699
SOL Capital Management
Maryland
$287K -$27.8K -404 -9%
C
700
CFO4Life
Texas
$287K +$20.1K +292 +8%
26 27
28
29 30