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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 %
FM
701
Forward Management
California
$55K -$79.4K -1,276 -59%
RFA
702
Reilly Financial Advisors
California
$53K – – –
PSUF
703
People's United Financial
Connecticut
$52K – – –
WTB
704
Washington Trust Bank
Washington
$50K -$10.2K -164 -17%
TWA
705
TCI Wealth Advisors
Arizona
$46K – – –
FNBSF
706
First National Bank Sioux Falls
South Dakota
$45K -$4.97K -80 -10%
LWA
707
Lenox Wealth Advisors
New York
$45K – – –
JIC
708
Joel Isaacson & Co
New York
$43K – – –
KPCM
709
Kings Point Capital Management
New York
$40K – – –
PAI
710
Pittenger & Anderson Inc
Nebraska
$39K -$39K -630 -50%
OC
711
Oakworth Capital
Alabama
$37K – – –
NR
712
Newfound Research
Massachusetts
$37K +$4.14K +66 +13%
FPB
713
First PREMIER Bank
South Dakota
$34K +$34K +542 New
CAPTRUST Financial Advisors
714
CAPTRUST Financial Advisors
North Carolina
$34K +$34K +584 New
ZB
715
Zions Bancorporation
Utah
$33K – – –
VCM
716
Vigilant Capital Management
Maine
$31K -$5.7K -92 -16%
BFEC
717
Benjamin F. Edwards & Company
Missouri
$29K – – –
FFC
718
First Financial Corp
Indiana
$28K – – –
CDIA
719
Capital Directions Investment Advisors
Georgia
$27K – – –
GWS
720
Glassman Wealth Services
Virginia
$25K – – –
AWMS
721
Advocacy Wealth Management Services
Georgia
$24K +$24K +382 New
ADL
722
Asset Dedication LLC
California
$23K +$17.9K +288 +351%
LNB
723
Ledyard National Bank
$21K – – –
TCM
724
TD Capital Management
Tennessee
$21K +$123 +2 +0.6%
AA
725
Apriem Advisors
California
$21K +$17K +280 +424%
27 28
29
30 31