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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 %
BOS
101
Bank of Stockton
California
$20.9M +$488K +7,090 +2%
CTA
102
Chesley Taft & Associates
Illinois
$20.8M -$85.7K -1,246 -0.4%
VFA
103
Voya Financial Advisors
Connecticut
$20.6M +$3.64M +52,762 +22%
DT
104
Diversified Trust
Tennessee
$20.3M +$19.8M +288,490 +4,459%
PP
105
Pension Partners
New York
$19.9M +$19.9M +289,752 New
JFA
106
JNBA Financial Advisors
Minnesota
$19.8M +$19.5M +284,226 +8,904%
WSFS
107
Wilmington Savings Fund Society
Delaware
$19.7M +$1.14M +16,524 +6%
VC
108
Vicus Capital
Pennsylvania
$19.4M +$12.9M +187,096 +196%
CCFCSB
109
Cape Cod Five Cents Savings Bank
Massachusetts
$19.2M +$380K +5,528 +2%
PA
110
Planning Alternatives
Michigan
$19M -$354K -5,154 -2%
CW
111
Cobiz Wealth
Colorado
$18.9M -$227K -3,306 -1%
BF
112
BOK Financial
Oklahoma
$18.7M +$1.07M +15,536 +6%
TAT
113
TD Ameritrade Trust
Colorado
$18.3M -$522K -7,588 -3%
FI
114
FormulaFolio Investments
Michigan
$18M +$18M +262,362 New
FNBOH
115
First National Bank of Hutchinson
Kansas
$18M -$612K -8,904 -3%
ABFS
116
Appropriate Balance Financial Services
Washington
$17.2M -$407K -5,916 -2%
CTC
117
Central Trust Company
Missouri
$17.1M -$108K -1,574 -0.6%
RC
118
Randolph Company
Ohio
$16.8M +$16.8M +243,950 New
MA
119
Montag & Associates
Georgia
$16.2M +$7.35M +106,864 +83%
SGAM
120
Steinberg Global Asset Management
Florida
$16M +$186K +2,698 +1%
Jones Financial Companies
121
Jones Financial Companies
Missouri
$15.9M +$2.19M +31,824 +16%
FCBT
122
First Citizens Bank & Trust
North Carolina
$15.9M +$6.32M +91,918 +66%
Principal Financial Group
123
Principal Financial Group
Iowa
$15.8M -$22.6M -328,972 -59%
COPPSERS
124
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$15.7M +$2.22M +32,232 +16%
CAG
125
Crestwood Advisors Group
Massachusetts
$15.7M +$614K +8,924 +4%
3 4
5
6 7