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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 %
FTUS
651
Flow Traders U.S.
New York
$22K – – –
GWS
652
Glassman Wealth Services
Virginia
$22K – – –
LNB
653
Ledyard National Bank
$22K – – –
FAM
654
Formidable Asset Management
Ohio
$21K – – –
GBBWRPM
655
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$20K +$20K +372 New
LJHT
656
Laurie J. Hall Trustee
$20K +$20K +400 New
Thrivent Financial for Lutherans
657
Thrivent Financial for Lutherans
Minnesota
$18K – – –
Parallax Volatility Advisers
658
Parallax Volatility Advisers
California
$17K +$12.4K +222 +271%
AWM
659
Avior Wealth Management
Nebraska
$16K – – –
TCM
660
Tradewinds Capital Management
Washington
$16K – – –
LWA
661
Lenox Wealth Advisors
New York
$14K -$4.63K -86 -25%
CHP
662
Cable Hill Partners
Oregon
$14K – – –
NR
663
Newfound Research
Massachusetts
$14K +$14K +250 New
RFWA
664
RPg Family Wealth Advisory
Massachusetts
$13.8K +$13.8K +250 New
OSNBOA
665
Old Second National Bank of Aurora
Illinois
$12K – – –
HPBT
666
High Point Bank & Trust
North Carolina
$12K +$12K +210 New
FWM
667
Focused Wealth Management
New York
$11K -$1.78K -32 -14%
FCT
668
Family Capital Trust
Massachusetts
$11K – – –
OC
669
Oakworth Capital
Alabama
$11K +$11K +192 New
BIM
670
Barton Investment Management
Pennsylvania
$10K +$10K +180 New
AIA
671
Allegis Investment Advisors
Idaho
$9K +$9K +172 New
Toronto Dominion Bank
672
Toronto Dominion Bank
Ontario, Canada
$7K +$7K +120 New
SJIM
673
St. Johns Investment Management
Florida
$6K – – –
NC
674
NewSquare Capital
Pennsylvania
$6K +$6K +108 New
LWM
675
Lenox Wealth Management
Ohio
$6K +$6K +116 New
25 26
27
28 29