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

608 hedge funds and large institutions have $9.27B invested in iShares Core S&P Small-Cap ETF in 2015 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 273 increasing their positions, 173 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
608
Holders Change
+35
Holders Change %
+6.11%
% of All Funds
16.22%
Holding in Top 10
84
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+15.07%
% of All Funds
2.24%
New
63
Increased
273
Reduced
173
Closed
22
Calls
$18.2M
Puts
$3.62M
Net Calls
+$14.6M
Net Calls Change
+$2.55M

Top Buyers

1
HNB
Huntington National Bank
Ohio
+$49.7M
2
Bessemer Group
Bessemer Group
New Jersey
+$48.3M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$35.4M
4
CFS
Commonwealth Financial Services
West Virginia
+$34.9M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$24.8M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$195M
2
Deutsche Bank
Deutsche Bank
Germany
-$150M
3
BFA
BlackRock Fund Advisors
California
-$63.1M
4
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
-$52.9M
5
Comerica Bank
Comerica Bank
Texas
-$48.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
ST
376
Somerset Trust
Pennsylvania
$692K +$7.55K +128 +1%
HFS
377
HL Financial Services
Kentucky
$686K -$15.9K -270 -2%
CBU
378
CIBC Bank USA
Illinois
$681K -$32.4K -550 -5%
MPM
379
Meritage Portfolio Management
Kansas
$673K – – –
HH
380
Hilltop Holdings
Texas
$673K +$91.5K +1,550 +16%
KIA
381
KCM Investment Advisors
California
$672K +$65.2K +1,106 +11%
CFA
382
Cahill Financial Advisors
Minnesota
$659K +$3.66K +62 +0.6%
JIP
383
Jaffetilchin Investment Partners
Florida
$656K -$30.9K -524 -4%
TTWM
384
TCV Trust & Wealth Management
Virginia
$655K – – –
ST
385
Sageworth Trust
Pennsylvania
$613K -$26.3K -446 -4%
ANB
386
Amarillo National Bank
Texas
$593K – – –
PWAP
387
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$591K +$591K +10,010 New
HCC
388
Hirtle Callaghan & Co
Pennsylvania
$590K – – –
HCM
389
Hodges Capital Management
Texas
$584K +$118K +2,000 +25%
AFG
390
Arkansas Financial Group
Arkansas
$582K -$4.37K -74 -0.7%
GWM
391
Gupta Wealth Management
California
$581K +$581K +9,850 New
TPP
392
Triangle Peak Partners
California
$575K -$161K -2,718 -22%
BW
393
Bison Wealth
Georgia
$575K +$50.5K +856 +10%
WTC
394
WhitTier Trust Company
Nevada
$563K -$10.1K -172 -2%
PWS
395
Peloton Wealth Strategists
Indiana
$555K +$5.31K +90 +1%
1IA
396
1834 Investment Advisors
Wisconsin
$554K +$4.61K +78 +0.8%
OCG
397
Opus Capital Group
Ohio
$548K -$38.4K -650 -7%
SFA
398
Sequoia Financial Advisors
Ohio
$545K -$11.9K -202 -2%
SCG
399
Sonata Capital Group
Washington
$543K – – –
BCM
400
Brookmont Capital Management
Texas
$543K +$142K +2,400 +35%
14 15
16
17 18