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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 %
CC
201
Chanos & Company
New York
$9.68M +$9.68M +140,794 New
MP
202
Manifold Partners
California
$9.65M +$9.65M +140,306 New
HFA
203
High Falls Advisors
New York
$9.64M -$814K -11,838 -8%
PAM
204
Peninsula Asset Management
Florida
$9.64M -$672K -9,776 -7%
CCWA
205
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$9.46M +$531K +7,726 +6%
Mariner
206
Mariner
Kansas
$9.44M +$3.18M +46,316 +51%
JWM
207
Jacobus Wealth Management
Wisconsin
$9.42M +$571K +8,300 +6%
NQWM
208
Northwest Quadrant Wealth Management
Oregon
$9.42M +$9.42M +275,280 New
GG
209
Gofen & Glossberg
Illinois
$9.22M -$105K -1,530 -1%
LF
210
Lee Financial
Texas
$9.06M +$9.06M +131,734 New
FWM
211
FFT Wealth Management
Pennsylvania
$8.72M +$3.52M +102,294 +68%
PWAG
212
Polaris Wealth Advisory Group
California
$8.7M -$205K -2,988 -2%
LP
213
LGL Partners
Pennsylvania
$8.69M -$533K -15,506 -6%
CAN
214
Cetera Advisor Networks
California
$8.68M -$579K -8,412 -6%
NCM
215
Neumann Capital Management
California
$8.49M +$8.11K +118 +0.1%
ICOA
216
Investment Centers of America
North Dakota
$8.46M +$1.23M +17,842 +17%
DCM
217
DeGreen Capital Management
Arizona
$8.45M -$3.15M -45,776 -27%
PWS
218
Paragon Wealth Strategies
Florida
$8.34M +$8.34M +121,338 New
CAPTRUST Financial Advisors
219
CAPTRUST Financial Advisors
North Carolina
$8.12M +$8.08M +117,552 +20,129%
NCM
220
Noesis Capital Mangement
Florida
$8.11M -$78.4K -1,140 -1%
LA
221
Leonetti & Associates
Illinois
$8.03M +$1.91M +27,786 +31%
BMM
222
Buffington Mohr McNeal
Idaho
$7.98M +$7.98M +116,110 New
PWLP
223
Prio Wealth Limited Partnership
Massachusetts
$7.91M +$1.27M +18,540 +19%
BIC
224
Bridges Investment Counsel
Nebraska
$7.86M -$460K -6,692 -6%
EVM
225
Eaton Vance Management
Massachusetts
$7.73M +$868K +12,624 +13%
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