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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
1
Huntington National Bank
Ohio
$49.7M
2
Bessemer Group
2
Bessemer Group
New Jersey
$102M
3
BNP Paribas Financial Markets
3
BNP Paribas Financial Markets
France
$35.4M
4
CFS
4
Commonwealth Financial Services
West Virginia
$35.1M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$84.3M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$464M
2
Deutsche Bank
2
Deutsche Bank
Germany
$0
3
BFA
3
BlackRock Fund Advisors
California
$12.7M
4
Public Sector Pension Investment Board (PSP Investments)
4
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$17.9M
5
Comerica Bank
5
Comerica Bank
Texas
$63.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
Citigroup
76
Citigroup
New York
$17.1M +$566K +9,588 +3%
AAS
77
Annex Advisory Services
Wisconsin
$16.9M +$860K +14,580 +5%
PAG
78
Private Advisor Group
New Jersey
$16.9M +$874K +14,804 +5%
FNBOH
79
First National Bank of Hutchinson
Kansas
$16.6M +$594K +10,068 +4%
CTA
80
Chesley Taft & Associates
Illinois
$16.5M +$577K +9,770 +4%
F
81
FutureAdvisor
California
$16.1M +$5.93M +100,474 +58%
CIA
82
Choate Investment Advisors
Massachusetts
$16M +$7.23M +122,592 +83%
BF
83
BOK Financial
Oklahoma
$15.7M +$990K +16,782 +7%
HI
84
Hudock Inc
Pennsylvania
$15.6M +$603K +10,224 +4%
CW
85
Cobiz Wealth
Colorado
$15.5M +$1.7M +28,828 +12%
SSB
86
Sandy Spring Bank
Maryland
$15.4M +$1.68M +28,476 +12%
SIC
87
Sigma Investment Counselors
Michigan
$15.2M +$307K +5,206 +2%
HW
88
Hancock Whitney
Mississippi
$15M -$1.33M -22,468 -8%
DIP
89
DT Investment Partners
Pennsylvania
$14.7M -$4.27M -72,334 -23%
EC
90
Estate Counselors
Wisconsin
$14.2M +$12.7M +215,400 +849%
Stifel Financial
91
Stifel Financial
Missouri
$14.1M +$4.76M +80,612 +51%
FA
92
FDx Advisors
Illinois
$14.1M +$1.55M +26,192 +12%
RWM
93
Rezny Wealth Management
Florida
$14.1M +$14.1M +239,256 New
JPMorgan Chase & Co
94
JPMorgan Chase & Co
New York
$14.1M -$34M -575,750 -71%
WCF
95
West Coast Financial
California
$14M +$14M +237,278 New
BWM
96
Braver Wealth Management
Massachusetts
$13.8M -$455K -7,716 -3%
MFW
97
Meristem Family Wealth
Minnesota
$13.7M +$1.45M +24,578 +12%
WSFS
98
Wilmington Savings Fund Society
Delaware
$13.5M +$2.5M +42,390 +23%
LTFS
99
Ladenburg Thalmann Financial Services
Florida
$13.5M +$3.47M +58,868 +35%
NMIS
100
Northwestern Mutual Investment Services
Wisconsin
$13.2M +$1.19M +20,140 +10%
2 3
4
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