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iShares Core S&P Small-Cap ETF
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Overview Fund Activity

707 hedge funds and large institutions have $10.5B invested in iShares Core S&P Small-Cap ETF in 2016 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 308 increasing their positions, 229 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
707
Holders Change
+25
Holders Change %
+3.67%
% of All Funds
18.89%
Holding in Top 10
100
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+3.09%
% of All Funds
2.67%
New
57
Increased
308
Reduced
229
Closed
26
Calls
$20.4M
Puts
$7.24M
Net Calls
+$13.2M
Net Calls Change
+$9.73M

Top Buyers

1
SMM
1
Stadion Money Management
Georgia
$245M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$135M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$31.6M
4
TC
4
Telemus Capital
Michigan
$23.9M
5
GC
5
Grimes & Company
Massachusetts
$23.5M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$1.67B
2
LPL Financial
2
LPL Financial
California
$101M
3
HNB
3
Huntington National Bank
Ohio
$54.3M
4
State Street
4
State Street
Massachusetts
$53.1M
5
Bessemer Group
5
Bessemer Group
New Jersey
$4.11M
Name Holding Trade Value Shares
Change 		Shares
Change %
Kayne Anderson Rudnick Investment Management
76
Kayne Anderson Rudnick Investment Management
California
$19.7M +$19.7M +339,452 New
Creative Planning
77
Creative Planning
Kansas
$19.5M -$901K -15,504 -4%
AAS
78
Annex Advisory Services
Wisconsin
$19.4M +$630K +10,842 +3%
BIM
79
Bridges Investment Management
Nebraska
$19.3M +$519K +8,924 +3%
SOMRS
80
State of Michigan Retirement System
Michigan
$19.2M – – –
APCM
81
Alaska Permanent Capital Management
Alaska
$19.1M -$179K -3,080 -0.9%
BFA
82
BlackRock Fund Advisors
California
$19M +$1.04M +17,968 +6%
GT
83
Glenmede Trust
Pennsylvania
$18.9M -$11.5K -198 -0.1%
HL
84
HeadInvest LLC
Maine
$18.7M -$29.1K -500 -0.2%
NA
85
Nottingham Advisors
New York
$18.7M -$903K -15,534 -5%
V
86
Veritable
Delaware
$18.5M -$386K -6,640 -2%
Stifel Financial
87
Stifel Financial
Missouri
$18.3M +$1.12M +19,234 +7%
MFW
88
Meristem Family Wealth
Minnesota
$18.2M +$1.64M +28,202 +10%
MPWT
89
MassMutual Private Wealth & Trust
Connecticut
$17.6M -$5.58K -96 -0%
CTA
90
Chesley Taft & Associates
Illinois
$17.1M +$110K +1,900 +0.6%
BOS
91
Bank of Stockton
California
$17M +$214K +3,684 +1%
TFA
92
Transamerica Financial Advisors
Florida
$17M -$3.68M -63,268 -18%
PA
93
Planning Alternatives
Michigan
$16.7M +$227K +3,900 +1%
TAT
94
TD Ameritrade Trust
Colorado
$16.7M -$4.8M -82,534 -22%
DIP
95
DT Investment Partners
Pennsylvania
$16.5M +$561K +9,660 +4%
COPPSERS
96
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$15.8M +$1.45M +24,960 +10%
Janney Montgomery Scott
97
Janney Montgomery Scott
Pennsylvania
$15.6M +$11.1M +190,948 +245%
JFA
98
JNBA Financial Advisors
Minnesota
$15.6M +$4.58M +78,746 +42%
FNBOH
99
First National Bank of Hutchinson
Kansas
$15.5M -$429K -7,708 -3%
WSFS
100
Wilmington Savings Fund Society
Delaware
$15.3M +$240K +4,136 +2%
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4
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