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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 %
CCA
701
Clearwater Capital Advisors
Illinois
$286K -$21.3K -308 -7%
CL
702
CPWM LLC
Washington
$285K -$10.4K -152 -4%
CS
703
Cannell & Spears
New York
$281K – – –
SCM
704
Sterling Capital Management
North Carolina
$280K +$280K +4,068 New
MWM
705
Modera Wealth Management
New Jersey
$279K -$11.8K -172 -4%
LW
706
Linscomb Wealth
Texas
$279K +$279K +4,050 New
FMBTD
707
First Midwest Bank Trust Division
Illinois
$278K +$278K +4,042 New
VWM
708
Vector Wealth Management
Minnesota
$277K -$15.4K -224 -5%
RhumbLine Advisers
709
RhumbLine Advisers
Massachusetts
$275K -$213K -3,100 -44%
PVH
710
Psagot Value Holdings
Israel
$275K – – –
FWSM
711
First Wilshire Securities Management
California
$275K +$275K +4,000 New
DMC
712
Drexel Morgan & Co
Pennsylvania
$274K – – –
LSA
713
L & S Advisors
California
$272K +$272K +3,952 New
SFG
714
SevenBridge Financial Group
Pennsylvania
$271K – – –
PAM
715
Premier Asset Management
Illinois
$270K – – –
AC
716
Alexandria Capital
Virginia
$268K – – –
CHC
717
City Holding Co
West Virginia
$267K – – –
RFWA
718
RPg Family Wealth Advisory
Massachusetts
$263K +$176K +2,554 +201%
DE
719
Day & Ennis
Georgia
$262K -$33.8K -492 -11%
MWM
720
Mission Wealth Management
California
$262K +$262K +3,812 New
MCM
721
MV Capital Management
Maryland
$261K +$16K +232 +7%
Neuberger Berman Group
722
Neuberger Berman Group
New York
$261K +$261K +3,802 New
UBWV
723
United Bank (West Virginia)
West Virginia
$259K – – –
PP
724
Palladium Partners
Virginia
$259K +$9.62K +140 +4%
SA
725
Strategic Advisors
New York
$258K +$14K +204 +6%
27 28
29
30 31