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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 %
CPA
451
Capital Planning Advisors
California
$352K +$352K +5,964 New
CD
452
Carl Domino
Florida
$351K +$10.6K +180 +3%
Susquehanna International Group
453
Susquehanna International Group
Pennsylvania
$347K -$20.8M -352,660 -98%
IC
454
Iconiq Capital
California
$347K +$347K +5,872 New
CSIC
455
Clifford Swan Investment Counsel
California
$344K – – –
AR
456
Advisory Research
Illinois
$343K +$343K +5,820 New
PPA
457
Parametric Portfolio Associates
Washington
$342K -$1.65K -28 -0.5%
FA
458
FCG Advisors
New Jersey
$342K – – –
PG
459
Patten Group
Tennessee
$339K – – –
CMP
460
Courage Miller Partners
Virginia
$339K +$33K +560 +11%
WT
461
Washington Trust
Rhode Island
$336K +$23.6K +400 +8%
PAM
462
Premier Asset Management
Illinois
$334K -$66.1K -1,120 -17%
CAL
463
Capital Advisors Ltd
Ohio
$334K +$28.9K +490 +9%
FFA
464
First Foundation Advisors
California
$329K -$204K -3,454 -38%
FWCM
465
First Western Capital Management
California
$327K -$7.33K -124 -2%
ZF
466
Zhang Financial
Michigan
$323K – – –
LIA
467
LS Investment Advisors
Michigan
$320K – – –
DC
468
Davenport & Co
Virginia
$319K -$496K -8,408 -61%
BOS
469
Bingham Osborn & Scarborough
California
$314K +$354 +6 +0.1%
AllianceBernstein
470
AllianceBernstein
Tennessee
$313K +$284K +4,816 +975%
SC
471
Scotia Capital
Ontario, Canada
$308K – – –
EWM
472
Empirical Wealth Management
Washington
$302K – – –
CBT
473
Central Bank & Trust
Kentucky
$295K – – –
PFS
474
Prospera Financial Services
Texas
$294K +$11.8K +200 +4%
DWM
475
Dakota Wealth Management
Florida
$293K +$1.3K +22 +0.4%
17 18
19
20 21