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

620 hedge funds and large institutions have $9.73B invested in iShares Core S&P Small-Cap ETF in 2015 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 288 increasing their positions, 180 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
620
Holders Change
+12
Holders Change %
+1.97%
% of All Funds
16.72%
Holding in Top 10
80
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-4.76%
% of All Funds
2.16%
New
43
Increased
288
Reduced
180
Closed
23
Calls
$19.5M
Puts
$4.42M
Net Calls
+$15M
Net Calls Change
+$470K

Top Buyers

1
Comerica Bank
1
Comerica Bank
Texas
$155M
2
UBS Group
2
UBS Group
Switzerland
$358M
3
BG
3
BlackRock Group
United Kingdom
$52.4M
4
Bank of America
4
Bank of America
North Carolina
$694M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$223M

Top Sellers

1
HNB
1
Huntington National Bank
Ohio
$55.4M
2
Goldman Sachs
2
Goldman Sachs
New York
$181M
3
SMM
3
Stadion Money Management
Georgia
$213M
4
MPWT
4
MassMutual Private Wealth & Trust
Connecticut
$2.43M
5
LSERS
5
Louisiana State Employees Retirement System
Louisiana
$14.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
GT
226
Greenleaf Trust
Michigan
$3.21M -$1.42M -24,152 -31%
GC
227
Garde Capital
Washington
$3.17M +$20.6K +350 +0.7%
Franklin Resources
228
Franklin Resources
California
$3.17M -$55.6K -944 -2%
LDB
229
Lee, Danner & Bass
Tennessee
$3.16M +$40.1K +680 +1%
BCM
230
Boltwood Capital Management
California
$3.08M -$36.5K -620 -1%
SI
231
SII Investments
Wisconsin
$3.07M +$453K +7,680 +17%
EVM
232
Evelyn V. Moreno
$2.96M -$108K -1,826 -4%
NEAM
233
New England Asset Management
Connecticut
$2.93M +$10.4K +176 +0.4%
BIM
234
Bridgecreek Investment Management
Oklahoma
$2.92M – – –
BCMO
235
Buckingham Capital Management (Ohio)
Ohio
$2.92M +$39.9K +676 +1%
FNBT
236
FineMark National Bank & Trust
Florida
$2.91M +$494K +8,382 +20%
ICOA
237
Investment Centers of America
North Dakota
$2.86M +$479K +8,118 +20%
CTA
238
Colonial Trust Advisors
South Carolina
$2.86M +$113K +1,918 +4%
MP
239
Manifold Partners
California
$2.78M +$1.22M +20,692 +78%
BTS
240
BB&T Securities
Virginia
$2.75M +$152K +2,572 +6%
CPA
241
Capital Planning Advisors
California
$2.74M +$2.39M +40,468 +679%
NAM
242
NTV Asset Management
West Virginia
$2.74M – – –
ATC
243
Adirondack Trust Company
New York
$2.73M +$56.6K +960 +2%
SFM
244
Signet Financial Management
New Jersey
$2.7M +$34.3K +582 +1%
PWLP
245
Prio Wealth Limited Partnership
Massachusetts
$2.64M +$448K +7,600 +20%
CIR
246
Clear Investment Research
Georgia
$2.61M +$69.8K +1,184 +3%
FHA
247
First Horizon Advisors
Tennessee
$2.6M +$946K +16,056 +57%
TCM
248
Towercrest Capital Management
Pennsylvania
$2.6M +$109K +1,850 +4%
CPIG
249
Chicago Partners Investment Group
Illinois
$2.57M -$124K -2,110 -5%
RPGK
250
Retirement Planning Group (Kansas)
Kansas
$2.57M -$166K -2,810 -6%
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