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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 %
COPPSERS
101
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$13.9M +$1.13M +20,006 +9%
Cambridge Investment Research Advisors
102
Cambridge Investment Research Advisors
Iowa
$13.4M -$88.5K -1,572 -0.7%
NMIMC
103
Northwestern Mutual Investment Management Company
Wisconsin
$13.2M +$13.2M +234,300 New
SGAM
104
Steinberg Global Asset Management
Florida
$13M +$322K +5,712 +3%
CCFCSB
105
Cape Cod Five Cents Savings Bank
Massachusetts
$12.9M +$1.73M +30,774 +15%
Fiera Capital (Canada)
106
Fiera Capital (Canada)
Quebec, Canada
$12.9M +$1.34M +23,848 +12%
BF
107
BOK Financial
Oklahoma
$12.8M +$1.14M +20,332 +10%
CA
108
Cornerstone Advisory
Maryland
$12.8M -$718K -12,762 -5%
SB
109
Suntrust Banks
Georgia
$12.2M +$313K +5,566 +3%
VC
110
Vestor Capital
Illinois
$12.2M +$12.7K +226 +0.1%
CAG
111
Crestwood Advisors Group
Massachusetts
$11.7M +$11.7M +208,172 New
TCOV
112
Trust Company of Vermont
Vermont
$11.6M +$180K +3,204 +2%
SFS
113
Summit Financial Strategies
Ohio
$11.5M +$298K +5,292 +3%
WAM
114
Wealthspire Advisors (Maryland)
Maryland
$11.3M +$727K +12,912 +7%
CFP
115
Cornerstone Financial Partners
North Carolina
$11.3M -$13M -230,812 -53%
HA
116
Homestead Advisers
Virginia
$11.3M +$11.3M +200,000 New
IA
117
IFP Advisors
Florida
$11.1M +$7.55M +195,500 +215%
VFA
118
Voya Financial Advisors
Connecticut
$10.8M -$1.12M -19,908 -9%
JFA
119
JNBA Financial Advisors
Minnesota
$10.7M +$465K +8,262 +5%
RWM
120
Rezny Wealth Management
Florida
$10.6M +$16.7K +296 +0.2%
BWM
121
Braver Wealth Management
Massachusetts
$10.6M -$4.57M -81,196 -30%
PHAM
122
Palisades Hudson Asset Management
Florida
$10.4M -$672K -11,940 -6%
IH
123
IFC Holdings
Florida
$10.4M +$430K +7,610 +4%
MMA
124
Miracle Mile Advisors
California
$10.2M +$10.2M +180,616 New
CB
125
Community Bank
New York
$10.1M -$222K -3,940 -2%
3 4
5
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