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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 %
FMWA
351
Forvis Mazars Wealth Advisors
Missouri
$817K -$90.9K -1,542 -10%
MJRIC
352
Mogy Joel R Investment Counsel
California
$816K -$59K -1,000 -7%
WCWM
353
Wooster Corthell Wealth Management
Connecticut
$799K – – –
CWM
354
Concert Wealth Management
California
$798K +$798K +13,518 New
TH
355
TCTC Holdings
Texas
$787K +$23.6K +400 +3%
ANBTV
356
American National Bank & Trust (Virginia)
Virginia
$777K -$163K -2,772 -17%
SSWM
357
Smith Salley Wealth Management
North Carolina
$777K -$163K -2,772 -17%
William Blair & Company
358
William Blair & Company
Illinois
$775K – – –
MBT
359
Montecito Bank & Trust
California
$766K – – –
VKH
360
Virtu KCG Holdings
New York
$758K +$758K +12,866 New
HH
361
Hilltop Holdings
Texas
$743K +$70.7K +1,200 +11%
Millennium Management
362
Millennium Management
New York
$740K -$4.06M -68,822 -85%
CBU
363
CIBC Bank USA
Illinois
$740K +$59K +1,000 +9%
EIM
364
Emerson Investment Management
Massachusetts
$731K – – –
HCM
365
Hollencrest Capital Management
California
$725K – – –
OMC
366
Overbrook Management Corp
New York
$724K – – –
TYCC
367
Texas Yale Capital Corp
Florida
$719K – – –
CFA
368
CT Financial Advisors
Pennsylvania
$716K +$354 +6 +0%
CG
369
Colony Group
Massachusetts
$714K +$506K +8,592 +244%
GF
370
Gerstein Fisher
New York
$708K -$2.12K -36 -0.3%
CIC
371
Carnegie Investment Counsel
Ohio
$703K -$96.6K -1,638 -12%
ST
372
Somerset Trust
Pennsylvania
$701K +$9.78K +166 +1%
CONA
373
Capital One National Association
New York
$692K +$164K +2,784 +31%
BSW
374
Buckingham Strategic Wealth
Missouri
$683K +$233K +3,960 +52%
Barclays
375
Barclays
United Kingdom
$674K -$57.2K -974 -8%
13 14
15
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