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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 %
Baird Financial Group
51
Baird Financial Group
Wisconsin
$34.5M +$302K +4,862 +0.9%
WCF
52
West Coast Financial
California
$34.2M +$9.09M +146,486 +36%
CIA
53
Capital Investment Advisors
Georgia
$31.2M -$236K -3,804 -0.8%
SIC
54
Sigma Investment Counselors
Michigan
$31.1M +$612K +9,858 +2%
GHA
55
GW Henssler & Associates
Georgia
$30.8M -$1.18M -18,982 -4%
AIM
56
Acropolis Investment Management
Missouri
$30.7M -$946K -15,246 -3%
GC
57
Grimes & Company
Massachusetts
$28M +$2.91M +46,930 +12%
BSB
58
Bangor Savings Bank
Maine
$27.6M -$53.5K -862 -0.2%
BP
59
Ballentine Partners
Massachusetts
$26.6M +$332K +5,342 +1%
UCFA
60
United Capital Financial Advisors
Texas
$26.4M -$893K -14,380 -3%
MA
61
MUFG Americas
New York
$26.2M -$515K -8,304 -2%
WA
62
Wealth Architects
California
$25.8M +$39.9K +642 +0.2%
AI
63
Accredited Investors
Minnesota
$25.7M +$2.79M +44,978 +12%
JWA
64
JFS Wealth Advisors
Pennsylvania
$25.7M -$1.12M -18,046 -4%
PAG
65
Private Advisor Group
New Jersey
$25.3M +$444K +7,200 +2%
Lazard Asset Management
66
Lazard Asset Management
New York
$24.9M -$252K -4,056 -1%
SLT
67
St Louis Trust
Missouri
$24.8M +$1.17M +18,850 +5%
CIA
68
Choate Investment Advisors
Massachusetts
$24.4M +$60.1K +968 +0.2%
TC
69
Telemus Capital
Michigan
$24.1M -$1.38M -22,280 -5%
Prudential Financial
70
Prudential Financial
New Jersey
$23.2M -$4.54M -73,200 -16%
SOMRS
71
State of Michigan Retirement System
Michigan
$23.1M +$2.61M +42,000 +13%
SB
72
Simmons Bank
Arkansas
$23M +$412K +6,630 +2%
1832 Asset Management
73
1832 Asset Management
Ontario, Canada
$22.9M -$491K -7,920 -2%
SSB
74
Sandy Spring Bank
Maryland
$22.6M +$595K +9,578 +3%
Creative Planning
75
Creative Planning
Kansas
$22.3M +$1.48M +23,792 +7%
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