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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 %
NCM
301
Narwhal Capital Management
Georgia
$1.33M -$26.9K -504 -2%
CCMG
302
Clark Capital Management Group
Pennsylvania
$1.33M +$111K +2,086 +9%
FNT
303
First National Trust
Pennsylvania
$1.28M +$856K +16,070 +201%
DWT
304
Dorsey & Whitney Trust
South Dakota
$1.27M – – –
PAS
305
Park Avenue Securities
New York
$1.27M +$1.27M +23,742 New
BJ
306
BlackRock Japan
Japan
$1.25M +$1.25M +23,400 New
VAM
307
Visium Asset Management
New York
$1.24M +$1M +18,836 +417%
Millennium Management
308
Millennium Management
New York
$1.24M +$571K +10,718 +85%
MIAN
309
Mariner Independent Advisor Network
Kansas
$1.23M +$1.23M +23,046 New
FPTW
310
Franklin, Parlapiano, Turner & Welch
Texas
$1.23M -$10.1K -190 -0.8%
LA
311
Lynch & Associates
Indiana
$1.22M +$5.43K +102 +0.4%
PA
312
Pinnacle Associates
New York
$1.18M +$116K +2,184 +11%
RJT
313
Raymond James Trust
Florida
$1.17M +$3.2K +60 +0.3%
Invesco
314
Invesco
Georgia
$1.16M -$178K -3,344 -13%
RW
315
Rand Wealth
Maryland
$1.16M +$80.5K +1,510 +7%
CC
316
Courier Capital
New York
$1.15M +$25.5K +478 +2%
BRWA
317
B. Riley Wealth Advisors
Florida
$1.15M -$3.31K -62 -0.3%
CCM
318
Canal Capital Management
Virginia
$1.15M +$672K +12,614 +141%
American Century Companies
319
American Century Companies
Missouri
$1.13M -$725K -13,598 -39%
RA
320
Rational Advisors
New York
$1.12M – – –
FMI
321
Fiduciary Management Inc
Wisconsin
$1.12M +$1.12M +20,990 New
NEPPG
322
New England Professional Planning Group
Rhode Island
$1.12M +$1.12M +19,402 New
CL
323
Choreo LLC
Illinois
$1.1M +$341K +6,380 +45%
WT
324
Whittier Trust
California
$1.07M +$5.55K +104 +0.5%
CMO
325
Covenant Multifamily Offices
Texas
$1.04M +$1.04M +19,592 New
11 12
13
14 15