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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 %
ABFS
101
Appropriate Balance Financial Services
Washington
$15.2M -$2.05M -35,234 -12%
CW
102
Cobiz Wealth
Colorado
$15.2M -$127K -2,178 -0.8%
LP
103
LGL Partners
Pennsylvania
$15.2M -$420K -7,264 -3%
TPWA
104
TRUE Private Wealth Advisors
Oregon
$15.1M +$6.15M +105,792 +69%
CCFCSB
105
Cape Cod Five Cents Savings Bank
Massachusetts
$14.8M +$1.47M +25,268 +11%
SB
106
Suntrust Banks
Georgia
$14.8M +$2.25M +38,782 +18%
AG
107
Advisor Group
Arizona
$14.7M +$14.7M +253,298 New
Cambridge Investment Research Advisors
108
Cambridge Investment Research Advisors
Iowa
$14.7M +$806K +13,872 +6%
JPMPWA
109
J.P. Morgan Private Wealth Advisors
California
$14.6M -$579K -9,960 -4%
CTC
110
Central Trust Company
Missouri
$14.5M +$7.52M +129,470 +107%
HI
111
Hudock Inc
Pennsylvania
$14.4M -$371K -6,382 -3%
BF
112
BOK Financial
Oklahoma
$14.3M +$1.07M +18,482 +8%
WAM
113
Wealthspire Advisors (Maryland)
Maryland
$13.8M +$2.07M +35,542 +18%
SGAM
114
Steinberg Global Asset Management
Florida
$13.5M +$96.7K +1,664 +0.7%
Fiera Capital (Canada)
115
Fiera Capital (Canada)
Quebec, Canada
$13.4M +$19.8K +340 +0.1%
CA
116
Cornerstone Advisory
Maryland
$13M -$216K -3,722 -2%
Susquehanna International Group
117
Susquehanna International Group
Pennsylvania
$12.7M +$11.1M +191,000 +675%
VC
118
Vestor Capital
Illinois
$12.6M +$8.6K +148 +0.1%
CAG
119
Crestwood Advisors Group
Massachusetts
$12.4M +$329K +5,666 +3%
HW
120
Hancock Whitney
Mississippi
$12.1M -$557K -9,586 -4%
CA
121
Cumberland Advisors
Florida
$12.1M +$12.1M +208,380 New
TCOV
122
Trust Company of Vermont
Vermont
$12M +$45.8K +788 +0.4%
SFS
123
Summit Financial Strategies
Ohio
$11.6M -$236K -4,058 -2%
HA
124
Homestead Advisers
Virginia
$11.6M – – –
IH
125
IFC Holdings
Florida
$11.4M +$690K +11,848 +6%
3 4
5
6 7