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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 %
AL
451
Aspiriant LLC
California
$474K -$37.5K -680 -7%
MIC
452
Meridian Investment Counsel
California
$473K +$473K +8,596 New
PWS
453
Peloton Wealth Strategists
Indiana
$472K +$7.71K +140 +2%
OBWP
454
O'Brien Wealth Partners
Massachusetts
$469K +$469K +8,524 New
HB
455
Homrich & Berg
Georgia
$465K +$465K +8,444 New
HCM
456
Howland Capital Management
Massachusetts
$464K – – –
VKH
457
Virtu KCG Holdings
New York
$464K +$464K +8,426 New
MCM
458
Manchester Capital Management
Vermont
$460K +$46.5K +846 +11%
DT
459
Diversified Trust
Tennessee
$455K +$99K +1,800 +28%
FIB
460
First Interstate Bank
Montana
$454K +$142K +2,570 +45%
DSC
461
Duncker Streett & Co
Missouri
$450K +$24.2K +440 +6%
TF
462
Tompkins Financial
New York
$450K +$64.8K +1,178 +17%
FMW
463
Farr Miller & Washington
District of Columbia
$447K +$18.3K +332 +4%
PIM
464
Penobscot Investment Management
Massachusetts
$444K – – –
BSW
465
Buckingham Strategic Wealth
Missouri
$444K – – –
MCM
466
Maple Capital Management
Vermont
$443K – – –
BCM
467
BTC Capital Management
Iowa
$443K – – –
FBA
468
Front Barnett Associates
Illinois
$440K -$12.7K -230 -3%
MCWS
469
McKinley Carter Wealth Services
West Virginia
$437K +$140K +2,544 +47%
HCMT
470
Highland Capital Management (Tennessee)
Tennessee
$435K -$12.1K -220 -3%
SCA
471
Salient Capital Advisors
Texas
$434K – – –
BAS
472
Brown Advisory Securities
Maryland
$433K – – –
NSIM
473
North Star Investment Management
Illinois
$433K +$386K +7,020 +824%
CSIC
474
Clifford Swan Investment Counsel
California
$423K – – –
RA
475
RFG Advisory
Alabama
$423K +$423K +7,684 New
17 18
19
20 21