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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 %
PIM
426
Penobscot Investment Management
Massachusetts
$435K +$8.25K +140 +2%
M
427
MOTCO
Texas
$431K -$3.77K -64 -0.9%
FBA
428
Front Barnett Associates
Illinois
$424K +$11.2K +190 +3%
BRWM
429
B. Riley Wealth Management
Tennessee
$423K +$943 +16 +0.2%
HCM
430
Harvest Capital Management
New Hampshire
$416K – – –
SIG
431
Stanford Investment Group
California
$412K +$118K +1,994 +40%
SAM
432
Summit Asset Management
Tennessee
$409K – – –
BAC
433
Boys Arnold & Co
North Carolina
$405K – – –
TD Asset Management
434
TD Asset Management
Ontario, Canada
$396K -$226K -3,892 -36%
ACP
435
Aviance Capital Partners
Florida
$393K +$8.14K +138 +2%
MA
436
Montag & Associates
Georgia
$391K +$3.54K +60 +0.9%
CA
437
Cambridge Advisors
Nebraska
$389K -$74.9K -1,146 -16%
AW
438
ACG Wealth
Georgia
$387K +$387K +6,560 New
DT
439
Diversified Trust
Tennessee
$382K – – –
SYBT
440
Stock Yards Bank & Trust
Kentucky
$380K -$254K -4,306 -40%
ST
441
Smithfield Trust
Pennsylvania
$380K +$4.13K +70 +1%
BFA
442
Bragg Financial Advisors
North Carolina
$376K – – –
NL
443
NWAM LLC
Washington
$376K +$22.3K +378 +6%
OA
444
Oxbow Advisors
Texas
$368K – – –
CASB
445
Cape Ann Savings Bank
Massachusetts
$362K +$36K +610 +11%
MWP
446
Moller Wealth Partners
$359K -$31.6K -536 -8%
BA
447
BKS Advisors
Michigan
$358K +$358K +6,066 New
FAM
448
Foothills Asset Management
Arizona
$356K +$56.6K +960 +19%
TIA
449
Tiemann Investment Advisors
California
$355K -$57.9K -982 -14%
PCM
450
Perritt Capital Management
Illinois
$354K +$354K +6,000 New
16 17
18
19 20