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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 %
SFA
176
Stewardship Financial Advisors
Georgia
$11.4M +$70.7K +1,028 +0.6%
FAAS
177
First Allied Advisory Services
California
$11.3M +$4.71M +68,472 +72%
BWM
178
Braver Wealth Management
Massachusetts
$11.2M -$900K -13,082 -7%
KA
179
Klingman & Associates
New York
$11.2M +$1.81M +26,392 +19%
PI
180
PineBridge Investments
New York
$11.1M -$3.19M -46,440 -22%
CBB
181
Citizens Business Bank
California
$11.1M +$450K +6,546 +4%
PMG
182
ProVise Management Group
Florida
$11M -$1.24M -18,004 -10%
SC
183
Stratford Consulting
Texas
$10.9M +$57.5K +836 +0.5%
RTS
184
Round Table Services
New Jersey
$10.8M +$4.81K +70 +0%
MMA
185
Miracle Mile Advisors
California
$10.6M -$774K -11,260 -7%
RGI
186
River Global Investors
United Kingdom
$10.6M +$10.6M +153,660 New
NPC
187
National Planning Corporation
California
$10.5M +$7.8M +229,606 +288%
PC
188
Premise Capital
Illinois
$10.5M +$6.21M +180,700 +145%
HCA
189
Heck Capital Advisors
Wisconsin
$10.5M +$10.5M +152,366 New
Brown Advisory
190
Brown Advisory
Maryland
$10.5M +$7.72M +112,268 +280%
CAL
191
Capital Analysts LLC
Pennsylvania
$10.5M +$7.84K +114 +0.1%
MCM
192
MAI Capital Management
Ohio
$10.5M +$812K +11,806 +8%
JCM
193
Janney Capital Management
Pennsylvania
$10.4M +$5.01M +72,924 +93%
PHAM
194
Palisades Hudson Asset Management
Florida
$10.4M -$1.2M -17,402 -10%
FHB
195
First Hawaiian Bank
Hawaii
$10.3M +$876K +12,738 +9%
SIC
196
Shoker Investment Counsel
Ohio
$10.2M -$86.8K -1,262 -0.8%
HA
197
Harfst & Associates
Wyoming
$10.2M +$10.2M +147,810 New
PL
198
Polianta Ltd
Jersey
$10.2M +$10.2M +147,800 New
BBA
199
BLB&B Advisors
Pennsylvania
$10M +$716K +10,406 +8%
CA
200
Cumberland Advisors
Florida
$9.7M -$8.68M -126,260 -47%
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