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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 %
FWM
351
Frontier Wealth Management
Missouri
$791K +$426 +8 +0.1%
STB
352
S&T Bank
Pennsylvania
$789K -$8.38M -87,046 -91%
PP
353
PDT Partners
New York
$789K -$448K -8,400 -36%
PL
354
Parthenon LLC
Kentucky
$782K -$13.3K -250 -2%
IWM
355
Integrated Wealth Management
California
$777K – – –
PP
356
Pegasus Partners
Wisconsin
$762K – – –
Citadel Advisors
357
Citadel Advisors
Florida
$751K -$4.31M -80,938 -85%
RFS
358
Rockefeller Financial Services
New York
$746K – – –
MCTIC
359
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$745K -$1.43M – –
FMWA
360
Forvis Mazars Wealth Advisors
Missouri
$738K – – –
MJRIC
361
Mogy Joel R Investment Counsel
California
$737K – – –
C
362
CFO4Life
Texas
$737K +$737K +13,828 New
CWM
363
Concert Wealth Management
California
$728K +$6.72K +126 +0.9%
CCT
364
Country Club Trust
Missouri
$726K -$13.6K -256 -2%
WCWM
365
Wooster Corthell Wealth Management
Connecticut
$723K +$107 +2 +0%
TI
366
Truepoint Inc
Ohio
$723K +$723K +13,560 New
TH
367
TCTC Holdings
Texas
$712K – – –
CIC
368
Carnegie Investment Counsel
Ohio
$710K +$44.1K +790 +7%
PAM
369
Peak Asset Management
Colorado
$704K -$214K -4,012 -23%
CBU
370
CIBC Bank USA
Illinois
$695K +$26.1K +490 +4%
CFA
371
CT Financial Advisors
Pennsylvania
$690K +$43.3K +812 +7%
HCM
372
Hollencrest Capital Management
California
$689K +$33.2K +622 +5%
DY
373
Dowling & Yahnke
California
$687K -$95.9K -1,800 -12%
CONA
374
Capital One National Association
New York
$678K +$51.9K +974 +8%
I
375
IberiaBank
Louisiana
$669K +$142K +2,664 +27%
13 14
15
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