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

620 hedge funds and large institutions have $9.73B invested in iShares Core S&P Small-Cap ETF in 2015 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 288 increasing their positions, 180 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
620
Holders Change
+12
Holders Change %
+1.97%
% of All Funds
16.72%
Holding in Top 10
80
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-4.76%
% of All Funds
2.16%
New
43
Increased
288
Reduced
180
Closed
23
Calls
$19.5M
Puts
$4.42M
Net Calls
+$15M
Net Calls Change
+$470K

Top Buyers

1
Comerica Bank
1
Comerica Bank
Texas
$155M
2
UBS Group
2
UBS Group
Switzerland
$358M
3
BG
3
BlackRock Group
United Kingdom
$52.4M
4
Bank of America
4
Bank of America
North Carolina
$694M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$223M

Top Sellers

1
HNB
1
Huntington National Bank
Ohio
$55.4M
2
Goldman Sachs
2
Goldman Sachs
New York
$181M
3
SMM
3
Stadion Money Management
Georgia
$213M
4
MPWT
4
MassMutual Private Wealth & Trust
Connecticut
$2.43M
5
LSERS
5
Louisiana State Employees Retirement System
Louisiana
$14.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
BOS
476
Bingham Osborn & Scarborough
California
$322K +$8.02K +136 +3%
CCM
477
Coe Capital Management
Illinois
$321K +$105K +1,780 +49%
CBT
478
Central Bank & Trust
Kentucky
$318K +$23.6K +400 +8%
RCG
479
Ruggie Capital Group
Florida
$310K +$310K +5,340 New
GLA
480
Great Lakes Advisors
Illinois
$308K +$19.3K +328 +7%
SC
481
Scotia Capital
Ontario, Canada
$307K – – –
LIA
482
LS Investment Advisors
Michigan
$305K -$14.2K -242 -4%
EWM
483
Empirical Wealth Management
Washington
$301K – – –
TC
484
Trust Company
Kansas
$300K -$2.06M -35,000 -87%
CIM
485
Confluence Investment Management
Missouri
$295K +$295K +5,000 New
PFS
486
Prospera Financial Services
Texas
$294K – – –
DWM
487
Dakota Wealth Management
Florida
$292K – – –
AF
488
Arrow Financial
New York
$289K -$2K -34 -0.7%
MCM
489
MV Capital Management
Maryland
$287K +$20.1K +340 +8%
AIP
490
ARS Investment Partners
New York
$283K – – –
NIC
491
Northwest Investment Counselors
Oregon
$281K – – –
PO
492
Private Ocean
California
$280K +$590 +10 +0.2%
FWP
493
FAS Wealth Partners
Kansas
$279K – – –
BAAM
494
Baker Avenue Asset Management
California
$276K +$276K +4,678 New
MAM
495
Marquette Asset Management
Minnesota
$274K -$3.3K -56 -1%
RT
496
Rockland Trust
Massachusetts
$274K +$274K +4,646 New
SBH
497
Segall Bryant & Hamill
Illinois
$273K – – –
TNB
498
Thomasville National Bank
Georgia
$273K +$49.3K +836 +22%
MCWS
499
McKinley Carter Wealth Services
West Virginia
$271K +$33.7K +572 +14%
VAM
500
Visium Asset Management
New York
$266K +$266K +4,518 New
18 19
20
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