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iShares Core S&P Small-Cap ETF
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Overview Fund Activity

682 hedge funds and large institutions have $10.1B invested in iShares Core S&P Small-Cap ETF in 2016 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 270 increasing their positions, 259 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
682
Holders Change
+1
Holders Change %
+0.15%
% of All Funds
18.2%
Holding in Top 10
97
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+3.19%
% of All Funds
2.59%
New
57
Increased
270
Reduced
259
Closed
47
Calls
$11.9M
Puts
$8.51M
Net Calls
+$3.42M
Net Calls Change
+$810K

Top Buyers

1
UBS Group
UBS Group
Switzerland
$564M
2
1832 Asset Management
1832 Asset Management
Ontario, Canada
$35.6M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$174M
4
State Street
State Street
Massachusetts
$81.7M
5
Bessemer Group
Bessemer Group
New Jersey
$27.5M

Top Sellers

1
KPAG
KLS Professional Advisors Group
New York
$728K
2
LPL Financial
LPL Financial
California
$203M
3
HNB
Huntington National Bank
Ohio
$50.7M
4
Wells Fargo
Wells Fargo
California
$1.92B
5
Fidelity Investments
Fidelity Investments
Massachusetts
$79.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
GHA
51
GW Henssler & Associates
Georgia
$29.2M -$1.03M -18,370 -3%
CIA
52
Capital Investment Advisors
Georgia
$29M -$520K -9,238 -2%
AIM
53
Acropolis Investment Management
Missouri
$28.4M +$1.22M +21,724 +5%
Bessemer Group
54
Bessemer Group
New Jersey
$27.5M +$20.1M +357,330 +272%
SIC
55
Sigma Investment Counselors
Michigan
$26.9M +$1.81M +32,084 +7%
BSB
56
Bangor Savings Bank
Maine
$25.7M -$683K -12,138 -3%
UCFA
57
United Capital Financial Advisors
Texas
$25.6M -$1.32M -23,478 -5%
MA
58
MUFG Americas
New York
$24.6M -$3.31M -58,866 -12%
BP
59
Ballentine Partners
Massachusetts
$23.9M -$1.04M -18,510 -4%
JWA
60
JFS Wealth Advisors
Pennsylvania
$23.8M +$525K +9,328 +2%
WA
61
Wealth Architects
California
$22.3M +$1.06M +18,766 +5%
CIA
62
Choate Investment Advisors
Massachusetts
$20.8M +$12.5M +221,438 +150%
TAT
63
TD Ameritrade Trust
Colorado
$20.8M -$1.29M -22,892 -6%
SB
64
Simmons Bank
Arkansas
$20.7M +$20.7M +367,456 New
BHWM
65
Bar Harbor Wealth Management
New Hampshire
$20.4M -$157K -2,786 -0.8%
LSERS
66
Louisiana State Employees Retirement System
Louisiana
$20.1M +$281K +5,000 +1%
WCF
67
West Coast Financial
California
$20M +$2.2M +39,030 +12%
TFA
68
Transamerica Financial Advisors
Florida
$20M -$5.57M -99,022 -22%
Creative Planning
69
Creative Planning
Kansas
$19.8M -$1.58M -27,996 -7%
SSB
70
Sandy Spring Bank
Maryland
$19.5M +$935K +16,612 +5%
TCT
71
TIAA CREF Trust
Missouri
$19.5M +$483K +8,578 +3%
SLT
72
St Louis Trust
Missouri
$19.4M +$8.45M +150,174 +77%
PAG
73
Private Advisor Group
New Jersey
$19.2M -$471K -8,372 -2%
AI
74
Accredited Investors
Minnesota
$18.7M -$7.57M -134,416 -29%
APCM
75
Alaska Permanent Capital Management
Alaska
$18.7M -$123K -2,190 -0.7%
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