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iShares Core S&P Small-Cap ETF
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Overview Fund Activity

682 hedge funds and large institutions have $10.1B invested in iShares Core S&P Small-Cap ETF in 2016 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 270 increasing their positions, 259 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
682
Holders Change
+1
Holders Change %
+0.15%
% of All Funds
18.2%
Holding in Top 10
97
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+3.19%
% of All Funds
2.59%
New
57
Increased
270
Reduced
259
Closed
47
Calls
$11.9M
Puts
$8.51M
Net Calls
+$3.42M
Net Calls Change
+$810K

Top Buyers

1
UBS Group
UBS Group
Switzerland
$564M
2
1832 Asset Management
1832 Asset Management
Ontario, Canada
$35.6M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$174M
4
State Street
State Street
Massachusetts
$81.7M
5
Bessemer Group
Bessemer Group
New Jersey
$27.5M

Top Sellers

1
KPAG
KLS Professional Advisors Group
New York
$728K
2
LPL Financial
LPL Financial
California
$203M
3
HNB
Huntington National Bank
Ohio
$50.7M
4
Wells Fargo
Wells Fargo
California
$1.92B
5
Fidelity Investments
Fidelity Investments
Massachusetts
$79.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$1.92B -$56.1M -995,892 -3%
Bank of America
2
Bank of America
North Carolina
$718M -$3.42M -60,828 -0.5%
UBS Group
3
UBS Group
Switzerland
$564M +$54.1M +961,890 +11%
Morgan Stanley
4
Morgan Stanley
New York
$421M -$37.1M -659,114 -8%
Bank of New York Mellon
5
Bank of New York Mellon
New York
$324M -$15.2M -269,790 -4%
VA
6
Valmark Advisers
Ohio
$323M -$1.78M -31,586 -0.5%
PNC Financial Services Group
7
PNC Financial Services Group
Pennsylvania
$213M +$567K +10,066 +0.3%
LPL Financial
8
LPL Financial
California
$203M -$64.4M -1,167,920 -24%
US Bancorp
9
US Bancorp
Minnesota
$199M +$24.7K +438 +0%
KeyBank National Association
10
KeyBank National Association
Ohio
$190M +$486K +8,626 +0.3%
Northwestern Mutual Wealth Management
11
Northwestern Mutual Wealth Management
Wisconsin
$174M +$34.2M +608,482 +25%
STMM
12
South Texas Money Management
Texas
$171M +$4.83M +85,876 +3%
Northern Trust
13
Northern Trust
Illinois
$144M +$4.96M +88,092 +4%
SMM
14
Stadion Money Management
Georgia
$142M +$11.5M +203,894 +9%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$140M +$7.77M +138,114 +6%
AA
16
Alesco Advisors
New York
$124M +$6.24M +110,944 +5%
RFC
17
Regions Financial Corp
Alabama
$123M -$2.08M -37,014 -2%
SIM
18
Sentry Investment Management
Wisconsin
$122M +$6.01M +106,800 +5%
Goldman Sachs
19
Goldman Sachs
New York
$100M -$6.9M -122,660 -6%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$97.8M +$9.15M +162,558 +10%
Comerica Bank
21
Comerica Bank
Texas
$82.2M +$286K +5,030 +0.3%
State Street
22
State Street
Massachusetts
$81.7M +$26.6M +472,130 +48%
Fidelity Investments
23
Fidelity Investments
Massachusetts
$79.4M -$38.7M -687,070 -33%
BG
24
BlackRock Group
United Kingdom
$72.1M +$2.91M +51,622 +4%
HTC
25
Haverford Trust Company
Pennsylvania
$66.9M +$1.75M +31,056 +3%
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