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

623 hedge funds and large institutions have $9B invested in iShares Core S&P Small-Cap ETF in 2015 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 278 increasing their positions, 192 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
623
Holders Change
+3
Holders Change %
+0.48%
% of All Funds
17.41%
Holding in Top 10
80
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
2.24%
New
42
Increased
278
Reduced
192
Closed
35
Calls
$20.1M
Puts
$16M
Net Calls
+$4.07M
Net Calls Change
-$11M

Top Buyers

1
HI
1
Horizon Investments
North Carolina
$59.4M
2
LPL Financial
2
LPL Financial
California
$193M
3
UBS Group
3
UBS Group
Switzerland
$379M
4
Wells Fargo
4
Wells Fargo
California
$1.85B
5
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$191M

Top Sellers

1
Comerica Bank
1
Comerica Bank
Texas
$76.5M
2
HNB
2
Huntington National Bank
Ohio
$50.7M
3
Morgan Stanley
3
Morgan Stanley
New York
$390M
4
State Street
4
State Street
Massachusetts
$18.1M
5
Goldman Sachs
5
Goldman Sachs
New York
$139M
Name Holding Trade Value Shares
Change 		Shares
Change %
BC
551
Bartlett & Co
Ohio
$177K +$4.8K +90 +3%
SFPM
552
Sensible Financial Planning & Management
Massachusetts
$176K – – –
EWM
553
Evercore Wealth Management
New York
$170K – – –
BCM
554
Brookstone Capital Management
Illinois
$168K +$39.2K +738 +30%
DLHL
555
Donald L. Hagan LLC
Florida
$165K +$165K +3,102 New
BCI
556
Brinker Capital Investments
Pennsylvania
$155K -$222K -4,154 -59%
SF
557
Synovus Financial
Georgia
$131K – – –
UFA
558
US Financial Advisors
Massachusetts
$124K +$36.5K +684 +42%
PSI
559
Pinnacle Summer Investments
Virginia
$120K – – –
BKA
560
Brick & Kyle Associates
Pennsylvania
$112K – – –
WA
561
WealthTrust-Arizona
Arizona
$109K +$96.2K +1,804 +752%
SEI Investments
562
SEI Investments
Pennsylvania
$107K -$4.92K -92 -4%
PVH
563
Psagot Value Holdings
Israel
$107K – – –
RPG
564
Risk Paradigm Group
Texas
$106K -$1.25M -23,464 -92%
TSW
565
Thompson Siegel & Walmsley
Virginia
$92K – – –
WCM
566
Wealthcare Capital Management
Virginia
$81K -$9.58K -180 -11%
VCM
567
Vigilant Capital Management
Maine
$80K – – –
PFBT
568
Parkside Financial Bank & Trust
Missouri
$79K +$79K +1,484 New
BAM
569
Barrett Asset Management
New York
$75K – – –
CFA
570
Carroll Financial Associates
North Carolina
$71K +$43.1K +782 +155%
TC
571
Trust Company
Kansas
$69K -$200K -3,786 -74%
QCG
572
Quadrant Capital Group
Ohio
$69K -$38.2K -740 -36%
WEC
573
Winslow Evans & Crocker
Massachusetts
$67.2K -$1.06K -20 -2%
BWA
574
Burt Wealth Advisors
Maryland
$66K – – –
PSUF
575
People's United Financial
Connecticut
$66K +$20.1K +378 +44%
21 22
23
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