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

707 hedge funds and large institutions have $10.5B invested in iShares Core S&P Small-Cap ETF in 2016 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 308 increasing their positions, 229 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
707
Holders Change
+25
Holders Change %
+3.67%
% of All Funds
18.89%
Holding in Top 10
100
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+3.09%
% of All Funds
2.67%
New
57
Increased
308
Reduced
229
Closed
26
Calls
$20.4M
Puts
$7.24M
Net Calls
+$13.2M
Net Calls Change
+$9.73M

Top Buyers

1
SMM
1
Stadion Money Management
Georgia
$245M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$135M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$31.6M
4
TC
4
Telemus Capital
Michigan
$23.9M
5
GC
5
Grimes & Company
Massachusetts
$23.5M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$1.67B
2
LPL Financial
2
LPL Financial
California
$101M
3
HNB
3
Huntington National Bank
Ohio
$54.3M
4
State Street
4
State Street
Massachusetts
$53.1M
5
Bessemer Group
5
Bessemer Group
New Jersey
$4.11M
Name Holding Trade Value Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$1.67B -$317M -5,463,404 -16%
Bank of America
2
Bank of America
North Carolina
$737M -$5.08M -87,432 -0.7%
UBS Group
3
UBS Group
Switzerland
$569M -$13.3M -228,538 -2%
Morgan Stanley
4
Morgan Stanley
New York
$438M +$3.74M +64,290 +0.9%
Bank of New York Mellon
5
Bank of New York Mellon
New York
$348M +$13.4M +231,038 +4%
VA
6
Valmark Advisers
Ohio
$320M -$13.7M -236,130 -4%
SMM
7
Stadion Money Management
Georgia
$245M +$97.8M +1,682,534 +66%
US Bancorp
8
US Bancorp
Minnesota
$218M +$13M +224,552 +6%
KeyBank National Association
9
KeyBank National Association
Ohio
$205M +$8.76M +150,794 +4%
PNC Financial Services Group
10
PNC Financial Services Group
Pennsylvania
$196M -$23.5M -405,080 -11%
Northwestern Mutual Wealth Management
11
Northwestern Mutual Wealth Management
Wisconsin
$187M +$7.23M +124,496 +4%
STMM
12
South Texas Money Management
Texas
$182M +$5.19M +89,244 +3%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$162M +$17.7M +304,952 +12%
Northern Trust
14
Northern Trust
Illinois
$150M +$1.41M +24,212 +0.9%
Fidelity Investments
15
Fidelity Investments
Massachusetts
$135M +$53M +912,696 +65%
SIM
16
Sentry Investment Management
Wisconsin
$127M +$930K +16,000 +0.7%
RFC
17
Regions Financial Corp
Alabama
$125M -$1.86M -32,026 -1%
AA
18
Alesco Advisors
New York
$125M -$2.42M -41,704 -2%
Goldman Sachs
19
Goldman Sachs
New York
$120M +$16.5M +283,746 +16%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$107M +$6.14M +105,604 +6%
LPL Financial
21
LPL Financial
California
$101M -$112M -1,931,640 -52%
Ameriprise
22
Ameriprise
Minnesota
$84M +$16.3M +282,376 +24%
BG
23
BlackRock Group
United Kingdom
$76.6M +$2.26M +38,914 +3%
Members Trust
24
Members Trust
Florida
$76.3M +$76.3M +1,313,620 New
HTC
25
Haverford Trust Company
Pennsylvania
$69.5M +$500K +8,604 +0.7%
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