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

Top Sellers

1
SMM
1
Stadion Money Management
Georgia
$128M
2
Bessemer Group
2
Bessemer Group
New Jersey
$7.22M
3
HI
3
Horizon Investments
North Carolina
$0
4
HNB
4
Huntington National Bank
Ohio
$56.1M
5
Goldman Sachs
5
Goldman Sachs
New York
$105M
Name Holding Trade Value Shares
Change 		Shares
Change %
DLCIG
501
D.L. Carlson Investment Group
New Hampshire
$352K +$352K +6,400 New
BFA
502
Bragg Financial Advisors
North Carolina
$351K – – –
RMCM
503
Reynders McVeigh Capital Management
Massachusetts
$350K -$102K -1,856 -23%
ACP
504
Aviance Capital Partners
Florida
$350K -$19.1K -346 -5%
SYBT
505
Stock Yards Bank & Trust
Kentucky
$350K -$2.09K -38 -0.6%
ST
506
Sageworth Trust
Pennsylvania
$349K – – –
NFG
507
Nations Financial Group
Iowa
$348K +$348K +6,312 New
CWM
508
Cranbrook Wealth Management
Michigan
$347K +$106K +1,924 +44%
JIP
509
Jaffetilchin Investment Partners
Florida
$346K -$160K -2,908 -32%
OA
510
Oxbow Advisors
Texas
$343K – – –
VIA
511
Vantage Investment Advisors
Pennsylvania
$339K +$1.98K +36 +0.6%
GWM
512
Gupta Wealth Management
California
$335K -$738K -13,396 -69%
M
513
MOTCO
Texas
$335K -$6.27K -114 -2%
AllianceBernstein
514
AllianceBernstein
Tennessee
$334K +$19.6K +356 +6%
PCM
515
Perritt Capital Management
Illinois
$330K – – –
SI
516
Stephens Inc
Arkansas
$328K +$2.21K +40 +0.7%
HFS
517
Haverford Financial Services
Pennsylvania
$325K +$325K +5,900 New
IC
518
Iconiq Capital
California
$323K – – –
AF
519
Arrow Financial
New York
$323K +$54K +980 +20%
CMP
520
Courage Miller Partners
Virginia
$320K +$5.96K +108 +2%
PG
521
Patten Group
Tennessee
$316K – – –
IC
522
Intersect Capital
California
$311K – – –
FWCM
523
First Western Capital Management
California
$310K +$4.85K +88 +2%
PPA
524
Parametric Portfolio Associates
Washington
$309K -$2.42K -44 -0.8%
GKWIM
525
Gerber Kawasaki Wealth & Investment Management
California
$309K +$309K +5,630 New
19 20
21
22 23