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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 %
DCM
151
DeGreen Capital Management
Arizona
$8.69M -$1.7M -29,258 -16%
MFS
152
MSI Financial Services
Massachusetts
$8.63M +$921K +15,846 +12%
SIC
153
Shoker Investment Counsel
Ohio
$8.63M +$169K +2,904 +2%
Two Sigma Advisers
154
Two Sigma Advisers
New York
$8.55M +$1.62M +27,800 +23%
PC
155
Premise Capital
Illinois
$8.45M +$7.13M +122,728 +540%
MCM
156
MAI Capital Management
Ohio
$8.36M +$232K +3,988 +3%
GT
157
Greenleaf Trust
Michigan
$8.33M +$4.24M +72,990 +104%
FANJ
158
Financial Architects (New Jersey)
New Jersey
$8.31M +$9.41K +162 +0.1%
PAM
159
Peninsula Asset Management
Florida
$8.31M -$339K -5,832 -4%
GG
160
Gofen & Glossberg
Illinois
$8.05M -$247K -4,250 -3%
PI
161
PineBridge Investments
New York
$7.93M -$1.35M -23,266 -15%
PWAG
162
Polaris Wealth Advisory Group
California
$7.75M -$81K -1,394 -1%
BAAM
163
Baker Avenue Asset Management
California
$7.68M -$2.54M -43,782 -25%
FCBT
164
First Citizens Bank & Trust
North Carolina
$7.42M -$421K -7,250 -5%
Legal & General Group
165
Legal & General Group
United Kingdom
$7.41M +$3.49M +60,000 +89%
CCWA
166
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$7.32M +$324K +5,582 +5%
NCM
167
Neumann Capital Management
California
$7.31M +$34.9K +600 +0.5%
SI
168
SII Investments
Wisconsin
$7.28M +$1.23M +21,100 +20%
JWM
169
Jacobus Wealth Management
Wisconsin
$7.18M +$464K +7,982 +7%
NCM
170
Noesis Capital Mangement
Florida
$7.15M +$166K +2,862 +2%
KA
171
Klingman & Associates
New York
$6.87M +$1.64M +28,160 +31%
BBA
172
BLB&B Advisors
Pennsylvania
$6.86M +$1.69M +29,082 +33%
NPC
173
National Planning Corporation
California
$6.78M +$1.75M +29,126 +35%
CIBC Private Wealth Group
174
CIBC Private Wealth Group
Georgia
$6.74M +$78.4K +1,350 +1%
SPC
175
Sigma Planning Corp
Michigan
$6.61M +$1.51M +25,904 +29%
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