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

Top Sellers

1
Comerica Bank
Comerica Bank
Texas
$76.5M
2
HNB
Huntington National Bank
Ohio
$50.7M
3
Morgan Stanley
Morgan Stanley
New York
$390M
4
State Street
State Street
Massachusetts
$18.1M
5
Goldman Sachs
Goldman Sachs
New York
$139M
Name Holding Trade Value Shares
Change 		Shares
Change %
MC
276
Middleton & Co
Massachusetts
$1.86M +$182K +3,420 +11%
CT
277
Cambridge Trust
Massachusetts
$1.85M +$18.1K +340 +1%
NPF
278
Norris Perne & French
Michigan
$1.77M +$81K +1,520 +5%
AC
279
Alley Company
Illinois
$1.76M +$137K +2,570 +8%
SIAM
280
Sterling Investment Advisors (Missouri)
Missouri
$1.75M -$75.2K -1,412 -4%
ST
281
Spinnaker Trust
Maine
$1.72M +$8.53K +160 +0.5%
PWM
282
Perigon Wealth Management
California
$1.68M -$169K -3,170 -9%
LPT
283
Legacy Private Trust
Wisconsin
$1.66M – – –
PJSIMP
284
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.62M -$46.3K -868 -3%
BIM
285
Baldwin Investment Management
Pennsylvania
$1.57M – – –
AMG
286
Asset Management Group
Connecticut
$1.53M -$7.35K -138 -0.5%
PGFC
287
Peapack-Gladstone Financial Corp
New Jersey
$1.53M +$7.99K +150 +0.5%
BTNA
288
Bremer Trust National Association
Minnesota
$1.5M +$512K +9,612 +52%
CCG
289
Cypress Capital Group
Florida
$1.49M -$11K -206 -0.7%
SG Americas Securities
290
SG Americas Securities
New York
$1.48M +$1.48M +27,742 New
Two Sigma Advisers
291
Two Sigma Advisers
New York
$1.46M -$4.24M -79,600 -74%
KT
292
Kanaly Trust
Texas
$1.45M – – –
CBB
293
Citizens Business Bank
California
$1.44M +$111K +2,082 +8%
DBT
294
Dubuque Bank & Trust
Iowa
$1.41M +$831K +15,600 +143%
TCM
295
Telos Capital Management
California
$1.41M +$90.5K +1,698 +7%
ICAS
296
Investors Capital Advisory Services
Massachusetts
$1.41M +$88.9K +1,670 +7%
MAS
297
Madden Advisory Services
Florida
$1.4M +$451K +8,470 +47%
BJ
298
Brouwer & Janachowski
California
$1.39M -$160K -2,994 -10%
TCOT
299
Trust Company of Toledo
Ohio
$1.38M -$10.7K -200 -0.8%
BG
300
Bahl & Gaynor
Ohio
$1.37M +$43.5K +816 +3%
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