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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 %
CFP
126
Cornerstone Financial Partners
North Carolina
$11.3M -$354K -6,108 -3%
VFA
127
Voya Financial Advisors
Connecticut
$11.1M +$212K +3,724 +2%
NMIMC
128
Northwestern Mutual Investment Management Company
Wisconsin
$10.8M -$2.85M -49,112 -21%
SBSB
129
Sullivan, Bruyette, Speros & Blaney
Virginia
$10.7M +$10.7M +184,984 New
PHAM
130
Palisades Hudson Asset Management
Florida
$10.6M -$161K -2,768 -1%
RWM
131
Rezny Wealth Management
Florida
$10.6M – – –
GIM
132
Goelzer Investment Management
Indiana
$10.5M +$569K +9,786 +6%
RCAG
133
Rehmann Capital Advisory Group
Michigan
$10.5M +$149K +2,566 +1%
BWM
134
Braver Wealth Management
Massachusetts
$10.4M -$455K -7,826 -4%
PMG
135
ProVise Management Group
Florida
$10.4M +$101K +1,740 +1%
CB
136
Community Bank
New York
$10.4M -$58.5K -1,006 -0.6%
GA
137
Geneva Advisors
Illinois
$10.3M +$265K +4,562 +3%
Jones Financial Companies
138
Jones Financial Companies
Missouri
$10.2M +$364K +6,272 +4%
SMC
139
Smith, Moore & Co
Missouri
$10.1M -$15.1K -260 -0.1%
MMA
140
Miracle Mile Advisors
California
$10.1M -$858K -14,106 -8%
BFO
141
Boston Family Office
Massachusetts
$10M +$2.09K +36 +0%
TCM
142
Twele Capital Management
Minnesota
$9.91M +$69K +1,188 +0.7%
KWMG
143
King Wealth Management Group
Florida
$9.9M -$83.5K -1,438 -0.8%
SC
144
Stratford Consulting
Texas
$9.5M +$371K +6,384 +4%
RTS
145
Round Table Services
New Jersey
$9.23M +$2.7M +46,500 +41%
SFA
146
Stewardship Financial Advisors
Georgia
$9.12M +$1.42M +24,466 +18%
CAL
147
Capital Analysts LLC
Pennsylvania
$9.07M -$173K -2,984 -2%
CBB
148
Citizens Business Bank
California
$8.94M +$1.84M +31,612 +26%
FWM
149
FFT Wealth Management
Pennsylvania
$8.83M -$21.3K -368 -0.2%
FA
150
FDx Advisors
Illinois
$8.82M -$155K -2,674 -2%
4 5
6
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