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

623 hedge funds and large institutions have $9B invested in iShares Core S&P Small-Cap ETF in 2015 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 278 increasing their positions, 192 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
623
Holders Change
+3
Holders Change %
+0.48%
% of All Funds
17.41%
Holding in Top 10
80
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
2.24%
New
42
Increased
278
Reduced
192
Closed
35
Calls
$20.1M
Puts
$16M
Net Calls
+$4.07M
Net Calls Change
-$11M

Top Buyers

1
HI
1
Horizon Investments
North Carolina
$59.4M
2
LPL Financial
2
LPL Financial
California
$193M
3
UBS Group
3
UBS Group
Switzerland
$379M
4
Wells Fargo
4
Wells Fargo
California
$1.85B
5
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$191M

Top Sellers

1
Comerica Bank
1
Comerica Bank
Texas
$76.5M
2
HNB
2
Huntington National Bank
Ohio
$50.7M
3
Morgan Stanley
3
Morgan Stanley
New York
$390M
4
State Street
4
State Street
Massachusetts
$18.1M
5
Goldman Sachs
5
Goldman Sachs
New York
$139M
Name Holding Trade Value Shares
Change 		Shares
Change %
EA
226
Elm Advisors
California
$3.09M -$50.1K -940 -2%
AI
227
Accredited Investors
Minnesota
$3.02M +$1.43M +26,870 +90%
CPA
228
Capital Planning Advisors
California
$2.95M +$472K +8,864 +19%
TH
229
Timber Hill
Connecticut
$2.94M +$2.94M +55,120 New
BOTW
230
Bank of the West
California
$2.91M -$174K -3,256 -6%
GC
231
Garde Capital
Washington
$2.87M – – –
Franklin Resources
232
Franklin Resources
California
$2.86M – – –
LDB
233
Lee, Danner & Bass
Tennessee
$2.86M – – –
GT
234
Greenleaf Trust
Michigan
$2.82M -$79.4K -1,490 -3%
MC
235
Martin & Co
Tennessee
$2.78M -$151K -2,830 -5%
BCM
236
Boltwood Capital Management
California
$2.76M -$27.2K -510 -1%
MSA
237
Mason Street Advisors
Wisconsin
$2.75M +$1.14M +21,358 +71%
Chevy Chase Trust
238
Chevy Chase Trust
Maryland
$2.74M -$634K -11,894 -19%
EVM
239
Evelyn V. Moreno
$2.7M +$20.8K +390 +0.8%
NEAM
240
New England Asset Management
Connecticut
$2.66M +$8.1K +152 +0.3%
BIM
241
Bridgecreek Investment Management
Oklahoma
$2.62M -$24.5K -460 -0.9%
CTA
242
Colonial Trust Advisors
South Carolina
$2.62M +$32.6K +612 +1%
BBA
243
BLB&B Advisors
Pennsylvania
$2.6M +$836K +15,682 +47%
TNBTD
244
Trustmark National Bank Trust Department
Mississippi
$2.55M -$2.18M -40,854 -46%
PWLP
245
Prio Wealth Limited Partnership
Massachusetts
$2.55M +$159K +2,990 +7%
BCMO
246
Buckingham Capital Management (Ohio)
Ohio
$2.52M -$117K -2,188 -4%
FHC
247
First Heartland Consultants
Missouri
$2.52M +$52.6K +988 +2%
FNBT
248
FineMark National Bank & Trust
Florida
$2.49M -$139K -2,610 -5%
NDSI
249
Newman Dignan & Sheerar Inc
Rhode Island
$2.47M +$155K +2,910 +7%
JCM
250
Janney Capital Management
Pennsylvania
$2.46M +$2.46M +46,250 New
8 9
10
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