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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 %
Millennium Management
326
Millennium Management
New York
$1.41M +$126K +2,292 +10%
NCM
327
Narwhal Capital Management
Georgia
$1.41M +$30.8K +560 +2%
CCG
328
Cypress Capital Group
Florida
$1.36M -$178K -3,240 -12%
BJ
329
Brouwer & Janachowski
California
$1.34M -$104K -1,896 -7%
PA
330
Pinnacle Associates
New York
$1.32M +$99.7K +1,812 +8%
RW
331
Rand Wealth
Maryland
$1.31M +$113K +2,060 +10%
RJT
332
Raymond James Trust
Florida
$1.28M +$77.7K +1,410 +6%
FPTW
333
Franklin, Parlapiano, Turner & Welch
Texas
$1.27M – – –
DWT
334
Dorsey & Whitney Trust
South Dakota
$1.26M -$48.9K -888 -4%
WT
335
Whittier Trust
California
$1.26M +$157K +2,858 +14%
BRWA
336
B. Riley Wealth Advisors
Florida
$1.24M +$52.4K +952 +4%
BAC
337
Boys Arnold & Co
North Carolina
$1.24M +$826K +14,994 +201%
William Blair & Company
338
William Blair & Company
Illinois
$1.22M +$374K +6,804 +44%
WP
339
WealthPLAN Partners
Nebraska
$1.19M +$1.19M +41,710 New
FFWA
340
FRG Family Wealth Advisors
Washington
$1.18M +$1.18M +21,372 New
NEPPG
341
New England Professional Planning Group
Rhode Island
$1.16M +$94.2K +1,712 +9%
I
342
IberiaBank
Louisiana
$1.14M +$451K +8,188 +65%
Invesco
343
Invesco
Georgia
$1.13M -$69.2K -1,258 -6%
CFB
344
Cullen/Frost Bankers
Texas
$1.13M +$195K +3,550 +21%
ICAS
345
Investors Capital Advisory Services
Massachusetts
$1.09M -$365K -6,632 -25%
TI
346
Truepoint Inc
Ohio
$1.07M +$327K +5,936 +44%
Schroder Investment Management Group
347
Schroder Investment Management Group
United Kingdom
$1.07M – – –
BWAM
348
Boyd Watterson Asset Management
Ohio
$1.06M +$66.1K +1,200 +7%
CCMG
349
Clark Capital Management Group
Pennsylvania
$1.06M -$311K -5,646 -23%
BHBT
350
Burke & Herbert Bank & Trust
Virginia
$1.05M +$66.7K +1,210 +7%
12 13
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