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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 %
Two Sigma Advisers
151
Two Sigma Advisers
New York
$13.2M +$5.54M +80,600 +73%
FDCC
152
Foster Dykema Cabot & Co
Massachusetts
$13M +$13M +189,112 New
GIM
153
Goelzer Investment Management
Indiana
$13M +$93.2K +1,356 +0.7%
MIAN
154
Mariner Independent Advisor Network
Kansas
$12.8M +$10.1M +147,586 +382%
SFS
155
Summit Financial Strategies
Ohio
$12.8M -$555K -8,070 -4%
SWP
156
Stratos Wealth Partners
Ohio
$12.8M +$4.96M +72,104 +63%
ECM
157
Exchange Capital Management
Michigan
$12.8M +$5.86M +85,190 +85%
HH
158
HWG Holdings
Texas
$12.7M +$12.7M +185,340 New
DADC
159
D.A. Davidson & Co
Montana
$12.7M +$465K +6,764 +4%
RWM
160
Rezny Wealth Management
Florida
$12.6M +$70K +1,018 +0.6%
RCAG
161
Rehmann Capital Advisory Group
Michigan
$12.6M +$245K +3,562 +2%
IA
162
IFP Advisors
Florida
$12.4M +$3.69M +53,624 +42%
SBSB
163
Sullivan, Bruyette, Speros & Blaney
Virginia
$12.3M -$486K -7,070 -4%
VanEck Associates
164
VanEck Associates
New York
$12.1M +$12.1M +175,596 New
SMC
165
Smith, Moore & Co
Missouri
$12.1M +$92K +1,338 +0.8%
SPC
166
Sigma Planning Corp
Michigan
$12M +$2.96M +43,116 +33%
SI
167
SII Investments
Wisconsin
$11.9M +$1.1M +15,980 +10%
FANJ
168
Financial Architects (New Jersey)
New Jersey
$11.8M +$1.99M +28,974 +20%
TCM
169
Twele Capital Management
Minnesota
$11.8M +$77.7K +1,130 +0.7%
BFO
170
Boston Family Office
Massachusetts
$11.7M -$184K -2,678 -2%
BWL
171
Bogart Wealth LLC
Virginia
$11.6M +$11.6M +169,396 New
LSERS
172
Louisiana State Employees Retirement System
Louisiana
$11.6M +$523K +7,600 +5%
VCM
173
Vision Capital Management
Oregon
$11.6M +$4.38M +63,738 +61%
AFG
174
Albion Financial Group
Utah
$11.5M +$11.5M +166,946 New
JPMorgan Chase & Co
175
JPMorgan Chase & Co
New York
$11.4M +$4.44M +64,516 +64%
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