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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 %
UCFA
51
United Capital Financial Advisors
Texas
$27.1M -$9.22M -172,970 -25%
MA
52
MUFG Americas
New York
$26.8M -$117K -2,204 -0.4%
AIM
53
Acropolis Investment Management
Missouri
$25.3M +$501K +9,404 +2%
BSB
54
Bangor Savings Bank
Maine
$24.8M +$105K +1,964 +0.4%
NRECA
55
National Rural Electric Cooperative Association
Virginia
$24.5M -$18.3M -344,000 -43%
CNB
56
City National Bank
California
$22.7M +$998K +18,724 +5%
SIC
57
Sigma Investment Counselors
Michigan
$22.2M +$3.35M +62,916 +18%
KWILP
58
Kiwi Wealth Investments Limited Partnership
New Zealand
$22.1M +$6.82K +128 +0%
FA
59
FDx Advisors
Illinois
$21.6M +$9.65M +181,118 +81%
TAT
60
TD Ameritrade Trust
Colorado
$21.4M -$1.6M -30,086 -7%
TFA
61
Transamerica Financial Advisors
Florida
$21.4M +$1.2M +22,594 +6%
BIM
62
BlackRock Investment Management
Delaware
$21.2M +$1.77M +33,252 +9%
BP
63
Ballentine Partners
Massachusetts
$20.9M +$35K +656 +0.2%
Creative Planning
64
Creative Planning
Kansas
$20.5M +$990K +18,582 +5%
RJA
65
Raymond James & Associates
Florida
$19.9M +$1.08M +20,208 +6%
BHWM
66
Bar Harbor Wealth Management
New Hampshire
$19.5M +$158K +2,970 +0.8%
WA
67
Wealth Architects
California
$19.3M +$705K +13,228 +4%
VFA
68
Voya Financial Advisors
Connecticut
$19M +$5.46M +103,676 +40%
BlackRock
69
BlackRock
New York
$18.7M +$1.4M +26,266 +8%
TCT
70
TIAA CREF Trust
Missouri
$18.4M +$1.42M +26,562 +8%
State Street
71
State Street
Massachusetts
$18.1M -$36.1M -678,368 -67%
NA
72
Nottingham Advisors
New York
$18.1M +$143K +2,676 +0.8%
HL
73
HeadInvest LLC
Maine
$18M +$260K +4,880 +1%
BIM
74
Bridges Investment Management
Nebraska
$18M – – –
BIC
75
Bridges Investment Counsel
Nebraska
$18M +$11.4M +194,146 +174%
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