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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 %
NAM
251
NTV Asset Management
West Virginia
$2.45M -$21.3K -400 -0.9%
WCM
252
Windsor Capital Management
Arizona
$2.42M +$223K +4,188 +10%
Luther King Capital Management (LKCM)
253
Luther King Capital Management (LKCM)
Texas
$2.42M +$237K +4,440 +11%
CIR
254
Clear Investment Research
Georgia
$2.42M +$58.5K +1,098 +2%
TCM
255
Towercrest Capital Management
Pennsylvania
$2.41M +$57.4K +1,078 +2%
PCMK
256
Paragon Capital Management (Kansas)
Kansas
$2.41M +$843K +15,834 +54%
SFM
257
Signet Financial Management
New Jersey
$2.41M -$32.1K -602 -1%
ATC
258
Adirondack Trust Company
New York
$2.39M -$81.6K -1,532 -3%
SIA
259
Starfire Investment Advisers
Michigan
$2.35M +$63.4K +1,190 +3%
CAL
260
Capital Analysts LLC
Pennsylvania
$2.34M +$255K +4,794 +12%
CPIG
261
Chicago Partners Investment Group
Illinois
$2.31M -$18.3K -344 -0.8%
RPGK
262
Retirement Planning Group (Kansas)
Kansas
$2.24M -$79.6K -1,494 -3%
BRM
263
Boston Research & Management
Massachusetts
$2.22M +$106K +1,990 +5%
LIM
264
Leavell Investment Management
Alabama
$2.22M -$22.9K -430 -1%
Brown Advisory
265
Brown Advisory
Maryland
$2.18M +$1.64M +30,712 +304%
TFF
266
The Family Firm
Maryland
$2.14M -$12.8K -240 -0.6%
MFP
267
Mosaic Financial Partners
California
$2.13M -$48.1K -902 -2%
Janney Montgomery Scott
268
Janney Montgomery Scott
Pennsylvania
$2.12M +$304K +5,698 +17%
Jane Street
269
Jane Street
New York
$2.09M +$1.1M +20,662 +111%
BPC
270
Banque Pictet & Cie
Switzerland
$2.06M – – –
BTS
271
BB&T Securities
Virginia
$2.04M -$442K -8,306 -18%
CB
272
Commerce Bank
Missouri
$2.01M +$18.1K +340 +0.9%
Capital Fund Management (CFM)
273
Capital Fund Management (CFM)
France
$1.95M +$1.95M +36,610 New
AIP
274
Ameritas Investment Partners
Nebraska
$1.91M -$56.5K -1,060 -3%
FT
275
Fiduciary Trust
Massachusetts
$1.87M +$239K +4,486 +15%
9 10
11
12 13