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

620 hedge funds and large institutions have $9.73B invested in iShares Core S&P Small-Cap ETF in 2015 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 288 increasing their positions, 180 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
620
Holders Change
+12
Holders Change %
+1.97%
% of All Funds
16.72%
Holding in Top 10
80
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-4.76%
% of All Funds
2.16%
New
43
Increased
288
Reduced
180
Closed
23
Calls
$19.5M
Puts
$4.42M
Net Calls
+$15M
Net Calls Change
+$470K

Top Buyers

1
Comerica Bank
Comerica Bank
Texas
$155M
2
UBS Group
UBS Group
Switzerland
$358M
3
BG
BlackRock Group
United Kingdom
$52.4M
4
Bank of America
Bank of America
North Carolina
$694M
5
Bank of New York Mellon
Bank of New York Mellon
New York
$223M

Top Sellers

1
HNB
Huntington National Bank
Ohio
$55.4M
2
Goldman Sachs
Goldman Sachs
New York
$181M
3
SMM
Stadion Money Management
Georgia
$213M
4
MPWT
MassMutual Private Wealth & Trust
Connecticut
$2.43M
5
LSERS
Louisiana State Employees Retirement System
Louisiana
$14.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
MAS
326
Madden Advisory Services
Florida
$1.05M – – –
OA
327
Outfitter Advisors
Virginia
$1.03M -$17.7K -300 -2%
FHB
328
First Hawaiian Bank
Hawaii
$1.02M -$4.24M -72,000 -81%
OCM
329
One Capital Management
California
$1.02M +$123K +2,082 +14%
PAM
330
Peak Asset Management
Colorado
$1.02M – – –
PCM
331
Parsons Capital Management
Rhode Island
$985K +$57.2K +970 +6%
CIS
332
Connors Investor Services
Pennsylvania
$967K +$30.1K +510 +3%
SFI
333
SPC Financial Inc
Maryland
$966K -$58.9K -1,000 -6%
BHBT
334
Burke & Herbert Bank & Trust
Virginia
$964K +$136K +2,304 +16%
CAM
335
Cidel Asset Management
Ontario, Canada
$929K – – –
EFS
336
Essex Financial Services
Connecticut
$929K +$25.4K +432 +3%
DCM
337
Donaldson Capital Management
Indiana
$928K +$94.5K +1,604 +11%
LIC
338
Lodestar Investment Counsel
Illinois
$926K +$18.3K +310 +2%
HSA
339
HBK Sorce Advisory
Pennsylvania
$918K +$95.1K +1,614 +12%
BFM
340
Boothbay Fund Management
New York
$898K +$898K +15,230 New
CC
341
Cadinha & Co
Hawaii
$894K +$49.1K +834 +6%
PL
342
Parthenon LLC
Kentucky
$879K +$111K +1,880 +14%
FWM
343
Frontier Wealth Management
Missouri
$875K +$152K +2,570 +21%
DY
344
Dowling & Yahnke
California
$866K -$74.7K -1,268 -8%
IWM
345
Integrated Wealth Management
California
$860K +$29.5K +500 +4%
PP
346
Pegasus Partners
Wisconsin
$843K +$843K +14,298 New
CL
347
Choreo LLC
Illinois
$832K +$8.96K +152 +1%
RFS
348
Rockefeller Financial Services
New York
$825K – – –
PFM
349
Parsec Financial Management
North Carolina
$823K +$21.3K +362 +3%
CCT
350
Country Club Trust
Missouri
$819K -$42.1K -714 -5%
12 13
14
15 16