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

749 hedge funds and large institutions have $12.1B invested in iShares Core S&P Small-Cap ETF in 2016 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 318 increasing their positions, 242 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
749
Holders Change
+42
Holders Change %
+5.94%
% of All Funds
20.02%
Holding in Top 10
109
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+9%
% of All Funds
2.91%
New
69
Increased
318
Reduced
242
Closed
18
Calls
$32.4M
Puts
$11M
Net Calls
+$21.4M
Net Calls Change
+$8.25M

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$2.15B
2
CS
2
Credit Suisse
Switzerland
$149M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$289M
4
HNB
4
Huntington National Bank
Ohio
$94.6M
5
RIG
5
RiverFront Investment Group
Virginia
$85.8M

Top Sellers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$58.5M
2
SMM
2
Stadion Money Management
Georgia
$169M
3
STMM
3
South Texas Money Management
Texas
$164M
4
VA
4
Valmark Advisers
Ohio
$320M
5
Goldman Sachs
5
Goldman Sachs
New York
$107M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFP
126
Cornerstone Financial Partners
North Carolina
$12.5M +$383K +6,180 +3%
HA
127
Homestead Advisers
Virginia
$12.4M – – –
Jones Financial Companies
128
Jones Financial Companies
Missouri
$12.4M +$1.48M +23,910 +14%
COPPSERS
129
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$12.2M -$4.65M -74,834 -28%
SFS
130
Summit Financial Strategies
Ohio
$12.1M -$363K -5,852 -3%
GIM
131
Goelzer Investment Management
Indiana
$11.6M +$408K +6,566 +4%
GA
132
Geneva Advisors
Illinois
$11.5M +$493K +7,940 +4%
SBSB
133
Sullivan, Bruyette, Speros & Blaney
Virginia
$11.5M +$49.3K +794 +0.4%
RWM
134
Rezny Wealth Management
Florida
$11.3M -$337K -5,434 -3%
RCAG
135
Rehmann Capital Advisory Group
Michigan
$11.1M -$67.8K -1,092 -0.6%
DADC
136
D.A. Davidson & Co
Montana
$11M +$5.18M +83,428 +88%
PMG
137
ProVise Management Group
Florida
$11M -$93.5K -1,506 -0.8%
CB
138
Community Bank
New York
$11M -$59K -950 -0.5%
BWM
139
Braver Wealth Management
Massachusetts
$11M -$192K -3,090 -2%
MFS
140
MSI Financial Services
Massachusetts
$10.9M +$1.7M +27,328 +18%
SMC
141
Smith, Moore & Co
Missouri
$10.8M -$36.4K -586 -0.3%
BFO
142
Boston Family Office
Massachusetts
$10.7M -$30.9K -498 -0.3%
KWMG
143
King Wealth Management Group
Florida
$10.7M +$113K +1,818 +1%
TCM
144
Twele Capital Management
Minnesota
$10.5M -$37.7K -608 -0.4%
IH
145
IFC Holdings
Florida
$10.5M -$1.65M -26,672 -14%
PHAM
146
Palisades Hudson Asset Management
Florida
$10.4M -$886K -14,274 -8%
DCM
147
DeGreen Capital Management
Arizona
$10.4M +$1.17M +19,104 +13%
MMA
148
Miracle Mile Advisors
California
$10.3M -$55.9K -900 -0.5%
SFA
149
Stewardship Financial Advisors
Georgia
$10.2M +$497K +8,010 +5%
LSERS
150
Louisiana State Employees Retirement System
Louisiana
$10M -$15.7M -252,800 -61%
4 5
6
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