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

Top Sellers

1
SMM
Stadion Money Management
Georgia
$128M
2
Bessemer Group
Bessemer Group
New Jersey
$7.22M
3
HI
Horizon Investments
North Carolina
$0
4
HNB
Huntington National Bank
Ohio
$56.1M
5
Goldman Sachs
Goldman Sachs
New York
$105M
Name Holding Trade Value Shares
Change 		Shares
Change %
HPWM
301
Highland Private Wealth Management
Washington
$1.75M +$1.75M +31,814 New
PWM
302
Perigon Wealth Management
California
$1.73M – – –
GI
303
Gradient Investments
Minnesota
$1.71M -$9.52M -172,874 -85%
CCM
304
Canal Capital Management
Virginia
$1.69M +$502K +9,122 +42%
AssetMark Inc
305
AssetMark Inc
California
$1.68M +$1.68M +30,572 New
MBT
306
Montecito Bank & Trust
California
$1.64M +$814K +14,798 +99%
NPF
307
Norris Perne & French
Michigan
$1.63M -$197K -3,582 -11%
NL
308
NWAM LLC
Washington
$1.62M +$1.62M +29,450 New
BIM
309
Baldwin Investment Management
Pennsylvania
$1.62M – – –
MC
310
Middleton & Co
Massachusetts
$1.62M -$306K -5,554 -16%
PCMK
311
Paragon Capital Management (Kansas)
Kansas
$1.59M -$898K -16,314 -36%
AMG
312
Asset Management Group
Connecticut
$1.59M +$551 +10 +0%
CBT
313
Central Bank & Trust
Kentucky
$1.58M +$1.29M +23,368 +433%
PGFC
314
Peapack-Gladstone Financial Corp
New Jersey
$1.58M -$2.42K -44 -0.2%
BIM
315
Bridgecreek Investment Management
Oklahoma
$1.56M -$1.14M -20,700 -42%
SWP
316
Stratos Wealth Partners
Ohio
$1.56M -$1.87M -33,874 -55%
LA
317
Lynch & Associates
Indiana
$1.55M +$282K +5,114 +22%
TCM
318
Telos Capital Management
California
$1.51M +$50.8K +922 +3%
KT
319
Kanaly Trust
Texas
$1.49M – – –
BG
320
Bahl & Gaynor
Ohio
$1.49M +$74.5K +1,354 +5%
CC
321
Courier Capital
New York
$1.48M +$292K +5,300 +25%
NAM
322
NTV Asset Management
West Virginia
$1.47M -$1.06M -19,290 -42%
MAS
323
Madden Advisory Services
Florida
$1.45M – – –
BJ
324
BlackRock Japan
Japan
$1.44M +$155K +2,820 +12%
TCOT
325
Trust Company of Toledo
Ohio
$1.41M -$18.7K -340 -1%
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