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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 %
SI
151
SII Investments
Wisconsin
$9.77M +$1.98M +31,862 +25%
SC
152
Stratford Consulting
Texas
$9.75M -$395K -6,370 -4%
RTS
153
Round Table Services
New Jersey
$9.75M -$109K -1,760 -1%
CBB
154
Citizens Business Bank
California
$9.57M +$24.2K +390 +0.3%
CAL
155
Capital Analysts LLC
Pennsylvania
$9.44M -$254K -4,094 -3%
HFA
156
High Falls Advisors
New York
$9.44M +$9.4M +151,418 +24,188%
FWM
157
FFT Wealth Management
Pennsylvania
$9.37M -$75K -1,212 -0.8%
PAM
158
Peninsula Asset Management
Florida
$9.31M +$435K +7,006 +5%
SIC
159
Shoker Investment Counsel
Ohio
$9.31M +$90K +1,450 +1%
Millennium Management
160
Millennium Management
New York
$9.15M +$3.7M +59,618 +68%
PP
161
Pegasus Partners
Wisconsin
$9.13M +$7.05M +113,604 +340%
FANJ
162
Financial Architects (New Jersey)
New Jersey
$8.83M -$43.1K -694 -0.5%
MCM
163
MAI Capital Management
Ohio
$8.71M -$220K -3,542 -2%
FCBT
164
First Citizens Bank & Trust
North Carolina
$8.63M +$708K +11,406 +9%
FHB
165
First Hawaiian Bank
Hawaii
$8.52M +$1.66M +26,704 +24%
KA
166
Klingman & Associates
New York
$8.49M +$1.15M +18,482 +16%
BBA
167
BLB&B Advisors
Pennsylvania
$8.42M +$1.1M +17,662 +15%
GG
168
Gofen & Glossberg
Illinois
$8.42M -$176K -2,832 -2%
CAN
169
Cetera Advisor Networks
California
$8.36M +$2.63M +42,308 +46%
SPC
170
Sigma Planning Corp
Michigan
$8.16M +$1.09M +17,614 +15%
CCWA
171
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$8.06M +$237K +3,826 +3%
PWAG
172
Polaris Wealth Advisory Group
California
$8.04M -$238K -3,830 -3%
MA
173
Montag & Associates
Georgia
$8.01M +$2.81M +45,290 +54%
JWM
174
Jacobus Wealth Management
Wisconsin
$7.99M +$318K +5,130 +4%
IA
175
IFP Advisors
Florida
$7.85M +$1.71M +27,626 +28%
5 6
7
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