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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
Wells Fargo
California
$2.8B
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$262M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$470M
4
Bank of America
Bank of America
North Carolina
$1.04B
5
Morgan Stanley
Morgan Stanley
New York
$698M

Top Sellers

1
CS
Credit Suisse
Switzerland
$0
2
RIG
RiverFront Investment Group
Virginia
$46.9M
3
VA
Valmark Advisers
Ohio
$314M
4
SMM
Stadion Money Management
Georgia
$152M
5
TC
Telemus Capital
Michigan
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Janney Montgomery Scott
126
Janney Montgomery Scott
Pennsylvania
$15.5M +$6.93M +100,778 +81%
CA
127
Cornerstone Advisory
Maryland
$15.4M +$186K +2,712 +1%
MFS
128
MSI Financial Services
Massachusetts
$15.2M +$3.15M +45,856 +26%
CB
129
Community Bank
New York
$15.2M +$3M +43,638 +25%
KWMG
130
King Wealth Management Group
Florida
$14.9M +$3.03M +44,012 +26%
TFA
131
Transamerica Financial Advisors
Florida
$14.7M -$2.22M -32,260 -13%
NMIMC
132
Northwestern Mutual Investment Management Company
Wisconsin
$14.6M +$10.7M +155,800 +279%
VC
133
Vestor Capital
Illinois
$14.5M -$433K -6,292 -3%
TCOV
134
Trust Company of Vermont
Vermont
$14.5M +$144K +2,088 +1%
IFA
135
Interactive Financial Advisors
Illinois
$14.5M +$14.4M +209,190 +14,507%
CFP
136
Cornerstone Financial Partners
North Carolina
$14.5M +$646K +9,386 +5%
HW
137
Hancock Whitney
Mississippi
$14.2M -$276K -4,010 -2%
TPWA
138
TRUE Private Wealth Advisors
Oregon
$14.2M +$3.88M +113,738 +38%
Fiera Capital (Canada)
139
Fiera Capital (Canada)
Quebec, Canada
$14M -$2.87M -41,774 -17%
HI
140
Hudock Inc
Pennsylvania
$13.9M -$2.59M -37,740 -16%
CA
141
Cetera Advisors
Colorado
$13.9M +$7.33M +106,536 +111%
UCFA
142
United Capital Financial Advisors
Texas
$13.9M -$723K -21,022 -5%
BFG
143
Barber Financial Group
Kansas
$13.8M +$13.8M +200,608 New
FMI
144
Factory Mutual Insurance
Massachusetts
$13.8M +$13.8M +200,000 New
HA
145
Homestead Advisers
Virginia
$13.8M – – –
WAM
146
Wallington Asset Management
Indiana
$13.7M +$5.92M +86,160 +77%
IH
147
IFC Holdings
Florida
$13.6M +$1.93M +28,004 +17%
CGI
148
Cougar Global Investments
Ontario, Canada
$13.4M +$7.27M +105,656 +118%
GA
149
Geneva Advisors
Illinois
$13.3M +$552K +8,034 +4%
BTS
150
BB&T Securities
Virginia
$13.3M – – –
4 5
6
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