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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 %
HDIM
776
Hanson & Doremus Investment Management
Vermont
$190K -$4.54K -66 -2%
SEI Investments
777
SEI Investments
Pennsylvania
$179K -$48.8K -712 -21%
CFS
778
Commonwealth Financial Services
West Virginia
$168K +$16.3K +480 +11%
BRC
779
Bell Rock Capital
Delaware
$167K +$167K +2,420 New
MFBTD
780
MB Financial Bank - Trust Department
Illinois
$165K – – –
CPA
781
Clear Perspective Advisors
Illinois
$165K +$165K +2,406 New
ED
782
Exane Derivatives
France
$151K +$151K +2,198 New
BKA
783
Brick & Kyle Associates
Pennsylvania
$144K – – –
AIA
784
Armor Investment Advisors
North Carolina
$144K +$144K +2,098 New
SEIA
785
Signature Estate & Investment Advisors
California
$140K +$140K +2,032 New
BFEC
786
Benjamin F. Edwards & Company
Missouri
$139K +$107K +1,556 +334%
MCM
787
Manchester Capital Management
Vermont
$137K -$414K -6,038 -75%
SAS
788
Stelac Advisory Services
New York
$134K +$134K +1,946 New
WPA
789
West Paces Advisors
Georgia
$131K +$131K +1,900 New
WEC
790
Winslow Evans & Crocker
Massachusetts
$127K -$3.85K -56 -3%
PFBT
791
Parkside Financial Bank & Trust
Missouri
$125K -$31.6K -460 -20%
TSW
792
Thompson Siegel & Walmsley
Virginia
$119K – – –
WA
793
WFG Advisors
Texas
$117K -$94.4K -1,368 -45%
PSW
794
Portfolio Strategies (Washington)
Washington
$110K +$110K +1,604 New
GBBWRPM
795
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$109K – – –
MA
796
MCF Advisors
Kentucky
$109K +$36.6K +530 +51%
CDIA
797
Capital Directions Investment Advisors
Georgia
$104K +$74.3K +1,084 +250%
First Manhattan
798
First Manhattan
New York
$103K – – –
BAM
799
Barrett Asset Management
New York
$103K – – –
BIG
800
Bellwether Investment Group
Tennessee
$103K +$103K +1,504 New
30 31
32
33 34