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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 %
AL
401
Aspiriant LLC
California
$540K – – –
CONA
402
Capital One National Association
New York
$529K +$233K +3,940 +78%
SNT
403
Security National Trust
West Virginia
$523K – – –
BFA
404
Beaumont Financial Advisors
Massachusetts
$516K -$35K -592 -6%
PTB
405
Pioneer Trust Bank
Oregon
$510K +$11.8K +200 +2%
TFCP
406
Twin Focus Capital Partners
Massachusetts
$505K +$31.8K +538 +7%
CT
407
Coastline Trust
Rhode Island
$504K -$590 -10 -0.1%
WWM
408
Willingdon Wealth Management
North Carolina
$498K -$155K -2,620 -24%
HCM
409
Howland Capital Management
Massachusetts
$497K +$23.6K +400 +5%
RWA
410
Ropes Wealth Advisors
Massachusetts
$497K +$497K +8,428 New
SCA
411
Salient Capital Advisors
Texas
$493K +$11.8K +200 +2%
FIM
412
Frontier Investment Management
Texas
$493K +$493K +8,544 New
CCT
413
Capital City Trust
Florida
$485K – – –
BWFA
414
Baltimore-Washington Financial Advisors
Maryland
$481K -$1.42K -24 -0.3%
BCM
415
BTC Capital Management
Iowa
$475K -$248K -4,198 -34%
BAS
416
Brown Advisory Securities
Maryland
$474K +$33.6K +572 +8%
HB
417
Homrich & Berg
Georgia
$468K +$61K +1,034 +15%
HCMT
418
Highland Capital Management (Tennessee)
Tennessee
$464K – – –
AWM
419
Affinity Wealth Management
Delaware
$457K -$28.8K -488 -6%
DSC
420
Duncker Streett & Co
Missouri
$455K -$19.2K -326 -4%
BSW
421
Buckingham Strategic Wealth
Missouri
$450K -$24.4K -414 -5%
MMLI
422
Massachusetts Mutual Life Insurance
Massachusetts
$443K +$443K +7,508 New
MC
423
Moors & Cabot
Massachusetts
$441K -$24.2K -410 -5%
MCM
424
Maple Capital Management
Vermont
$438K – – –
TF
425
Tompkins Financial
New York
$436K -$285K -4,834 -40%
15 16
17
18 19