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

681 hedge funds and large institutions have $10.1B invested in iShares Core S&P Small-Cap ETF in 2015 Q4 according to their latest regulatory filings, with 100 funds opening new positions, 291 increasing their positions, 189 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
681
Holders Change
+58
Holders Change %
+9.31%
% of All Funds
17.88%
Holding in Top 10
94
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+17.5%
% of All Funds
2.47%
New
100
Increased
291
Reduced
189
Closed
35
Calls
$19.9M
Puts
$17.3M
Net Calls
+$2.61M
Net Calls Change
-$1.46M

Top Buyers

1
KPAG
1
KLS Professional Advisors Group
New York
$116M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$332M
3
UBS Group
3
UBS Group
Switzerland
$499M
4
LPL Financial
4
LPL Financial
California
$262M
5
Bank of America
5
Bank of America
North Carolina
$706M

Top Sellers

1
SMM
1
Stadion Money Management
Georgia
$128M
2
Bessemer Group
2
Bessemer Group
New Jersey
$7.22M
3
HI
3
Horizon Investments
North Carolina
$0
4
HNB
4
Huntington National Bank
Ohio
$56.1M
5
Goldman Sachs
5
Goldman Sachs
New York
$105M
Name Holding Trade Value Shares
Change 		Shares
Change %
SHA
226
Smith Hayes Advisers
Nebraska
$3.43M +$116K +2,110 +4%
TYCC
227
Texas Yale Capital Corp
Florida
$3.39M +$2.72M +49,380 +405%
GS
228
Girard Securities
California
$3.39M +$3.39M +61,634 New
WRM
229
Westport Resources Management
Connecticut
$3.3M -$331K -6,020 -9%
BPB
230
Badgley, Phelps & Bell
Washington
$3.29M +$3.29M +59,730 New
AIM
231
Advantage Investment Management
Iowa
$3.29M -$178K -3,232 -5%
MSA
232
Mason Street Advisors
Wisconsin
$3.27M +$433K +7,866 +15%
KL
233
KWMG LLC
Kansas
$3.23M -$40.7K -740 -1%
AC
234
Addenda Capital
Quebec, Canada
$3.22M – – –
FNT
235
First National Trust
Pennsylvania
$3.14M +$1.81M +32,914 +137%
EFSCE
236
Enterprise Financial Services Corp (EFSC)
Missouri
$3.11M -$88.7K -1,612 -3%
FMI
237
Fiduciary Management Inc
Wisconsin
$3.1M +$1.95M +35,380 +169%
Janney Montgomery Scott
238
Janney Montgomery Scott
Pennsylvania
$3.07M +$881K +16,004 +40%
ACA
239
Anchor Capital Advisors
Massachusetts
$3.07M +$3.07M +55,678 New
EA
240
Elm Advisors
California
$3.06M -$131K -2,380 -4%
CPA
241
Capital Planning Advisors
California
$3M -$48.6K -882 -2%
Franklin Resources
242
Franklin Resources
California
$2.99M +$31K +564 +1%
BTS
243
BB&T Securities
Virginia
$2.97M +$864K +15,692 +41%
BCM
244
Boltwood Capital Management
California
$2.96M +$105K +1,900 +4%
LDB
245
Lee, Danner & Bass
Tennessee
$2.92M -$38K -690 -1%
RIA
246
Regal Investment Advisors
Michigan
$2.9M -$1.61M -29,164 -36%
GT
247
Greenleaf Trust
Michigan
$2.85M -$65.5K -1,190 -2%
EVM
248
Evelyn V. Moreno
$2.83M +$44K +800 +2%
MC
249
Martin & Co
Tennessee
$2.82M -$57.3K -1,040 -2%
KA
250
Klingman & Associates
New York
$2.79M -$1.54M -27,908 -35%
8 9
10
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