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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
$102M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$35.4M
4
CFS
Commonwealth Financial Services
West Virginia
$35.1M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$84.3M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$464M
2
Deutsche Bank
Deutsche Bank
Germany
$0
3
BFA
BlackRock Fund Advisors
California
$12.7M
4
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$17.9M
5
Comerica Bank
Comerica Bank
Texas
$63.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCA
501
Peddock Capital Advisors
Massachusetts
$244K +$7.66K +130 +3%
WC
502
Woodstock Corp
Massachusetts
$241K +$2.95K +50 +1%
WS
503
Wedbush Securities
California
$239K -$68.5K -1,162 -22%
T
504
Thomaspartners
Massachusetts
$239K – – –
MCWS
505
McKinley Carter Wealth Services
West Virginia
$238K +$238K +4,034 New
ACM
506
Azimuth Capital Management
Michigan
$237K -$35.4K -600 -13%
CWM
507
Cranbrook Wealth Management
Michigan
$234K -$14.4K -244 -6%
1GA
508
1st Global Advisors
Texas
$233K +$233K +3,952 New
CNBT
509
Canandaigua National Bank & Trust
New York
$233K +$233K +3,956 New
MFBTD
510
MB Financial Bank - Trust Department
Illinois
$229K +$13.4K +226 +6%
SWM
511
SVA Wealth Management
Wisconsin
$229K +$229K +3,874 New
SCA
512
STALEY CAPITAL ADVISERS
Pennsylvania
$224K – – –
TNB
513
Thomasville National Bank
Georgia
$224K +$224K +3,798 New
VWM
514
Vector Wealth Management
Minnesota
$222K -$8.25K -140 -4%
UBWV
515
United Bank (West Virginia)
West Virginia
$222K – – –
RIG
516
Renaissance Investment Group
Massachusetts
$221K – – –
RC
517
RegentAtlantic Capital
New Jersey
$219K – – –
LWM
518
LBA Wealth Management
Florida
$218K – – –
CCM
519
Coe Capital Management
Illinois
$217K +$217K +3,670 New
BBA
520
BLB&B Advisors
Pennsylvania
$216K +$216K +3,664 New
FPCG
521
Fort Pitt Capital Group
Pennsylvania
$213K +$213K +3,604 New
CHC
522
City Holding Co
West Virginia
$212K – – –
CG
523
Colony Group
Massachusetts
$208K -$495K -8,380 -70%
UBS AM
524
UBS AM
Illinois
$206K +$206K +3,488 New
SMG
525
Spectrum Management Group
Indiana
$205K -$10.6K -180 -5%
19 20
21
22 23