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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 %
SOMRS
76
State of Michigan Retirement System
Michigan
$18.6M +$2.93M +52,000 +19%
NA
77
Nottingham Advisors
New York
$18.6M – – –
GT
78
Glenmede Trust
Pennsylvania
$18.4M -$152K -2,708 -0.8%
V
79
Veritable
Delaware
$18.3M +$1.52M +26,918 +9%
BIM
80
Bridges Investment Management
Nebraska
$18.2M +$400K +7,114 +2%
AAS
81
Annex Advisory Services
Wisconsin
$18.2M -$389K -6,914 -2%
HL
82
HeadInvest LLC
Maine
$18.2M -$29.7K -528 -0.2%
Lazard Asset Management
83
Lazard Asset Management
New York
$17.6M -$16.5M -293,412 -48%
BFA
84
BlackRock Fund Advisors
California
$17.4M -$6.12M -108,664 -26%
MPWT
85
MassMutual Private Wealth & Trust
Connecticut
$17.1M +$639K +11,346 +4%
Citigroup
86
Citigroup
New York
$17M +$43.1K +766 +0.3%
ABFS
87
Appropriate Balance Financial Services
Washington
$16.7M -$247K -4,394 -1%
Stifel Financial
88
Stifel Financial
Missouri
$16.6M +$701K +12,452 +4%
CTA
89
Chesley Taft & Associates
Illinois
$16.5M +$23.6K +420 +0.1%
BOS
90
Bank of Stockton
California
$16.3M +$36.8K +654 +0.2%
FNBOH
91
First National Bank of Hutchinson
Kansas
$16.1M +$181K +3,214 +1%
MFW
92
Meristem Family Wealth
Minnesota
$16M +$131K +2,332 +0.8%
PA
93
Planning Alternatives
Michigan
$16M +$9.25M +164,334 +137%
DIP
94
DT Investment Partners
Pennsylvania
$15.4M +$652K +11,582 +4%
LP
95
LGL Partners
Pennsylvania
$15.2M -$179K -3,174 -1%
CW
96
Cobiz Wealth
Colorado
$14.9M -$863K -15,336 -5%
AIG
97
American International Group
New York
$14.8M +$2.95M +52,478 +25%
JPMPWA
98
J.P. Morgan Private Wealth Advisors
California
$14.7M -$46.4K -824 -0.3%
WSFS
99
Wilmington Savings Fund Society
Delaware
$14.6M -$2.39M -42,544 -14%
HI
100
Hudock Inc
Pennsylvania
$14.3M -$1.08M -19,110 -7%
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