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

681 hedge funds and large institutions have $10.1B invested in iShares Core S&P Small-Cap ETF in 2015 Q4 according to their latest regulatory filings, with 100 funds opening new positions, 291 increasing their positions, 189 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
681
Holders Change
+58
Holders Change %
+9.31%
% of All Funds
17.88%
Holding in Top 10
94
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+17.5%
% of All Funds
2.47%
New
100
Increased
291
Reduced
189
Closed
35
Calls
$19.9M
Puts
$17.3M
Net Calls
+$2.61M
Net Calls Change
-$1.46M

Top Buyers

1
KPAG
KLS Professional Advisors Group
New York
$116M
2
Bank of New York Mellon
Bank of New York Mellon
New York
$332M
3
UBS Group
UBS Group
Switzerland
$499M
4
LPL Financial
LPL Financial
California
$262M
5
Bank of America
Bank of America
North Carolina
$706M

Top Sellers

1
SMM
Stadion Money Management
Georgia
$128M
2
Bessemer Group
Bessemer Group
New Jersey
$7.22M
3
HI
Horizon Investments
North Carolina
$0
4
HNB
Huntington National Bank
Ohio
$56.1M
5
Goldman Sachs
Goldman Sachs
New York
$105M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFA
426
Cahill Financial Advisors
Minnesota
$546K -$3.86K -70 -0.7%
ACM
427
Argentus Capital Management
Texas
$545K -$4.98M -90,488 -90%
KIA
428
KCM Investment Advisors
California
$544K -$40.3K -732 -7%
FIM
429
Frontier Investment Management
Texas
$539K -$28.1K -510 -5%
AFG
430
Arkansas Financial Group
Arkansas
$539K -$25.2K -458 -4%
SWM
431
SVA Wealth Management
Wisconsin
$538K -$25.3K -460 -4%
CWA
432
Cypress Wealth Advisors
California
$535K – – –
MPM
433
Meritage Portfolio Management
Kansas
$531K -$1.65K -30 -0.3%
1IA
434
1834 Investment Advisors
Wisconsin
$527K +$24.2K +440 +5%
ANB
435
Amarillo National Bank
Texas
$520K – – –
MC
436
Moors & Cabot
Massachusetts
$520K +$137K +2,482 +36%
APSP
437
Asset Planning Services (Pennsylvania)
Pennsylvania
$515K +$25.1K +456 +5%
FHA
438
First Horizon Advisors
Tennessee
$513K -$2.88M -52,402 -85%
FHB
439
First Hawaiian Bank
Hawaii
$511K – – –
BCM
440
Brookmont Capital Management
Texas
$499K +$7.93K +144 +2%
RBC
441
Ronald Blue & Co
Georgia
$491K +$122K +2,220 +33%
CT
442
Coastline Trust
Rhode Island
$487K +$19.3K +350 +4%
FM
443
Forward Management
California
$487K +$443K +8,036 +995%
SCG
444
Sonata Capital Group
Washington
$484K -$22K -400 -4%
BFM
445
Boothbay Fund Management
New York
$484K +$484K +8,800 New
SNT
446
Security National Trust
West Virginia
$483K -$20.4K -370 -4%
OCG
447
Opus Capital Group
Ohio
$483K -$5.5K -100 -1%
LWCFA
448
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$483K – – –
BW
449
Bison Wealth
Georgia
$481K -$10.4K -188 -2%
AFP
450
Ausdal Financial Partners
Iowa
$480K +$480K +8,710 New
16 17
18
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