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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
1
Wells Fargo
California
$2.8B
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$262M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$470M
4
Bank of America
4
Bank of America
North Carolina
$1.04B
5
Morgan Stanley
5
Morgan Stanley
New York
$698M

Top Sellers

1
CS
1
Credit Suisse
Switzerland
$0
2
RIG
2
RiverFront Investment Group
Virginia
$46.9M
3
VA
3
Valmark Advisers
Ohio
$314M
4
SMM
4
Stadion Money Management
Georgia
$152M
5
TC
5
Telemus Capital
Michigan
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$2.8B +$416M +6,050,212 +17%
Bank of America
2
Bank of America
North Carolina
$1.04B +$143M +2,077,178 +16%
UBS Group
3
UBS Group
Switzerland
$807M +$80.5M +1,171,120 +11%
Morgan Stanley
4
Morgan Stanley
New York
$698M +$142M +2,068,120 +26%
Bank of New York Mellon
5
Bank of New York Mellon
New York
$513M +$86.5M +1,257,422 +20%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$470M +$150M +2,180,332 +47%
VA
7
Valmark Advisers
Ohio
$314M -$41.1M -597,532 -12%
PNC Financial Services Group
8
PNC Financial Services Group
Pennsylvania
$290M +$54M +786,050 +23%
US Bancorp
9
US Bancorp
Minnesota
$277M +$13.3M +192,724 +5%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$265M +$57M +828,854 +27%
Northwestern Mutual Wealth Management
11
Northwestern Mutual Wealth Management
Wisconsin
$262M +$197M +2,863,774 +304%
KeyBank National Association
12
KeyBank National Association
Ohio
$247M +$4.38M +63,758 +2%
Northern Trust
13
Northern Trust
Illinois
$236M +$26M +378,360 +12%
LPL Financial
14
LPL Financial
California
$213M +$66.2M +957,628 +45%
STMM
15
South Texas Money Management
Texas
$186M +$4.05M +58,850 +2%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$179M +$33.2M +483,256 +23%
Ameriprise
17
Ameriprise
Minnesota
$158M +$29.8M +432,618 +23%
SMM
18
Stadion Money Management
Georgia
$152M -$35.6M -518,408 -19%
RFC
19
Regions Financial Corp
Alabama
$150M +$1.73M +25,090 +1%
AA
20
Alesco Advisors
New York
$144M -$4.13M -60,000 -3%
Goldman Sachs
21
Goldman Sachs
New York
$131M +$12.2M +177,998 +10%
SIM
22
Sentry Investment Management
Wisconsin
$129M -$226K -3,280 -0.2%
RJA
23
Raymond James & Associates
Florida
$119M +$10.6M +154,094 +10%
State Street
24
State Street
Massachusetts
$113M +$52M +755,622 +85%
Fifth Third Bancorp
25
Fifth Third Bancorp
Ohio
$112M +$22.9M +333,496 +26%
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