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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 %
WAS
726
Winch Advisory Services
Wisconsin
$258K +$258K +3,750 New
IFB
727
iAB Financial Bank
Indiana
$255K +$7.56K +110 +3%
GC
728
Garde Capital
Washington
$254K -$3.45M -50,112 -93%
IC
729
Investment Counsel
Michigan
$254K – – –
IWA
730
Intercontinental Wealth Advisors
Texas
$253K – – –
P
731
Pitcairn
Pennsylvania
$253K – – –
AF
732
Affiance Financial
Minnesota
$252K +$6.19K +90 +3%
ATC
733
Argent Trust Co
Tennessee
$251K +$251K +3,652 New
RWM
734
RKL Wealth Management
Pennsylvania
$251K +$251K +3,656 New
AP
735
Advisor Partners
California
$248K -$92.1K -1,338 -27%
Toronto Dominion Bank
736
Toronto Dominion Bank
Ontario, Canada
$248K – – –
FG
737
Fiduciary Group
Georgia
$247K -$3.99K -58 -2%
1SB
738
1ST Source Bank
Indiana
$246K +$246K +3,578 New
CIM
739
Confluence Investment Management
Missouri
$245K -$101K -1,460 -29%
WB
740
WesBanco Bank
West Virginia
$245K +$22.7K +330 +10%
CWM
741
Concentric Wealth Management
California
$243K +$243K +3,540 New
IIC
742
Integrated Investment Consultants
Michigan
$241K – – –
GLA
743
Great Lakes Advisors
Illinois
$240K +$275 +4 +0.1%
CCM
744
Coldstream Capital Management
Washington
$239K +$239K +3,470 New
BHTS
745
Bar Harbor Trust Services
Maine
$236K -$3.16K -46 -1%
DAS
746
Dynamic Advisor Solutions
Arizona
$234K -$111K -1,612 -32%
MWP
747
MYCIO Wealth Partners
Pennsylvania
$233K +$9.33K +136 +4%
PAS
748
Partnervest Advisory Services
California
$232K +$232K +3,376 New
HS
749
Huntington Steele
Pennsylvania
$228K +$962 +14 +0.4%
JGIA
750
Jackson Grant Investment Advisers
Connecticut
$227K +$1.51K +22 +0.7%
28 29
30
31 32