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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 %
CCM
526
Canal Capital Management
Virginia
$204K +$204K +3,468 New
LAIC
527
Lederer & Associates Investment Counsel
California
$202K +$202K +3,420 New
CFA
528
Capstone Financial Advisors
Illinois
$201K +$201K +3,414 New
ANBT
529
American National Bank & Trust
Texas
$198K – – –
SF
530
Synovus Financial
Georgia
$188K -$6.13K -104 -3%
EWM
531
Evercore Wealth Management
New York
$188K +$188K +3,200 New
IC
532
Intersect Capital
California
$187K +$187K +3,252 New
SEI Investments
533
SEI Investments
Pennsylvania
$186K +$64.9K +1,102 +54%
WTB
534
Washington Trust Bank
Washington
$183K -$62.5K -1,060 -25%
AC
535
Alexandria Capital
Virginia
$174K -$5.19K -88 -3%
HCP
536
Holt Capital Partners
Texas
$163K +$35.9K +610 +28%
KTC
537
Kistler-Tiffany Companies
Pennsylvania
$149K – – –
MWP
538
MYCIO Wealth Partners
Pennsylvania
$143K +$474 +8 +0.3%
WCM
539
Wealthcare Capital Management
Virginia
$142K +$53.3K +902 +60%
PSI
540
Pinnacle Summer Investments
Virginia
$130K – – –
JFGIW
541
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$130K – – –
BKA
542
Brick & Kyle Associates
Pennsylvania
$124K – – –
PVH
543
Psagot Value Holdings
Israel
$118K – – –
TSW
544
Thompson Siegel & Walmsley
Virginia
$102K – – –
BC
545
Bartlett & Co
Ohio
$100K – – –
GWA
546
Genesis Wealth Advisors
Massachusetts
$99.5K – – –
UFA
547
US Financial Advisors
Massachusetts
$97K -$36.5K -616 -27%
MCM
548
Manchester Capital Management
Vermont
$89K – – –
VCM
549
Vigilant Capital Management
Maine
$89K – – –
FNBSF
550
First National Bank Sioux Falls
South Dakota
$88K -$3.32K -56 -4%
20 21
22
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