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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 %
BAM
551
Barrett Asset Management
New York
$84K +$5.93K +100 +8%
ZB
552
Zions Bancorporation
Utah
$72K +$72K +1,218 New
RFA
553
Reilly Financial Advisors
California
$68K – – –
WEC
554
Winslow Evans & Crocker
Massachusetts
$66.3K – – –
BWA
555
Burt Wealth Advisors
Maryland
$66K – – –
CGT
556
Capital Guardian Trust
California
$65K – – –
W
557
Wealthfront
California
$65K +$31.4K +530 +94%
JIC
558
Joel Isaacson & Co
New York
$60K – – –
MBT
559
Monroe Bank & Trust
Michigan
$59K – – –
IFA
560
Interactive Financial Advisors
Illinois
$58K +$14.8K +250 +34%
LWA
561
Lowe Wealth Advisors
Maryland
$56K – – –
PSUF
562
People's United Financial
Connecticut
$51K – – –
NSIM
563
North Star Investment Management
Illinois
$50K – – –
NC
564
NewSquare Capital
Pennsylvania
$47K +$19.4K +330 +70%
TWA
565
TCI Wealth Advisors
Arizona
$46K +$24K +402 +109%
RBC
566
Roble Belko & Company
Pennsylvania
$46K +$46K +784 New
TCM
567
TD Capital Management
Tennessee
$45K -$701 -12 -2%
DA
568
Dunvegan Associates
California
$44K – – –
S
569
SignatureFD
Georgia
$41K – – –
DBT
570
Dubuque Bank & Trust
Iowa
$40K – – –
CDIA
571
Capital Directions Investment Advisors
Georgia
$40K +$1.4K +24 +4%
BFEC
572
Benjamin F. Edwards & Company
Missouri
$40K +$6.65K +114 +20%
VNA
573
Valley National Advisers
Pennsylvania
$39K – – –
BCI
574
Brinker Capital Investments
Pennsylvania
$39K – – –
BAM
575
Bruderman Asset Management
New York
$39K +$39K +660 New
21 22
23
24 25