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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
1
Wells Fargo
California
$2.8B
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$262M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$470M
4
Bank of America
4
Bank of America
North Carolina
$1.04B
5
Morgan Stanley
5
Morgan Stanley
New York
$698M

Top Sellers

1
CS
1
Credit Suisse
Switzerland
$0
2
RIG
2
RiverFront Investment Group
Virginia
$46.9M
3
VA
3
Valmark Advisers
Ohio
$314M
4
SMM
4
Stadion Money Management
Georgia
$152M
5
TC
5
Telemus Capital
Michigan
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WF
51
WealthTrust Fairport
Ohio
$39.1M +$170K +2,470 +0.4%
CI
52
Conning Inc
Connecticut
$38.1M -$3.62M -52,580 -9%
Baird Financial Group
53
Baird Financial Group
Wisconsin
$38M +$18.7M +536,554 +97%
PAG
54
Private Advisor Group
New Jersey
$37.1M +$8.7M +125,754 +31%
Cambridge Investment Research Advisors
55
Cambridge Investment Research Advisors
Iowa
$35.8M +$13M +189,646 +57%
SIC
56
Sigma Investment Counselors
Michigan
$34.8M +$388K +5,638 +1%
CIA
57
Capital Investment Advisors
Georgia
$34M -$560K -8,138 -2%
GHA
58
GW Henssler & Associates
Georgia
$34M -$56.5K -822 -0.2%
CC
59
Cadinha & Co
Hawaii
$33.6M +$32.5M +472,428 +2,907%
AIM
60
Acropolis Investment Management
Missouri
$32.8M -$1.19M -17,248 -3%
GC
61
Grimes & Company
Massachusetts
$32.3M +$1.24M +17,978 +4%
BFA
62
BlackRock Fund Advisors
California
$30.3M +$6.92M +100,666 +30%
BSB
63
Bangor Savings Bank
Maine
$30.3M -$354K -5,154 -1%
CIA
64
Choate Investment Advisors
Massachusetts
$30M +$2.92M +42,480 +11%
Citigroup
65
Citigroup
New York
$29.4M +$22.3M +324,654 +315%
EMA
66
Efficient Market Advisors
California
$29.2M -$13.2M -191,550 -31%
SB
67
Suntrust Banks
Georgia
$29.1M +$6.83M +99,306 +31%
JWA
68
JFS Wealth Advisors
Pennsylvania
$28.4M -$112K -1,628 -0.4%
SLT
69
St Louis Trust
Missouri
$28.3M +$911K +13,256 +3%
AI
70
Accredited Investors
Minnesota
$28.2M -$245K -3,560 -0.9%
BP
71
Ballentine Partners
Massachusetts
$28.2M -$1.18M -17,230 -4%
WA
72
Wealth Architects
California
$27.9M -$642K -9,332 -2%
FA
73
FDx Advisors
Illinois
$27.8M +$15.3M +266,304 +123%
NA
74
Nottingham Advisors
New York
$27.6M +$5.55M +80,774 +25%
Lazard Asset Management
75
Lazard Asset Management
New York
$27.5M -$127K -1,844 -0.5%
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