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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 %
RJFSA
76
Raymond James Financial Services Advisors
Florida
$17.6M +$15.7M +294,450 +828%
LTFS
77
Ladenburg Thalmann Financial Services
Florida
$17.5M +$1.3M +24,442 +8%
CIA
78
Choate Investment Advisors
Massachusetts
$17.4M +$402K +7,550 +2%
SSB
79
Sandy Spring Bank
Maryland
$17.4M +$1.16M +21,758 +7%
AAS
80
Annex Advisory Services
Wisconsin
$16.9M +$593K +11,122 +4%
GT
81
Glenmede Trust
Pennsylvania
$16.7M +$275K +5,164 +2%
CTA
82
Chesley Taft & Associates
Illinois
$16.6M +$249K +4,680 +2%
APCM
83
Alaska Permanent Capital Management
Alaska
$16.5M +$9.47M +474,826 +134%
Citigroup
84
Citigroup
New York
$16.3M +$474K +8,894 +3%
Ameriprise
85
Ameriprise
Minnesota
$16.3M +$6.36M +119,354 +64%
V
86
Veritable
Delaware
$16.1M -$12.4K -232 -0.1%
WCF
87
West Coast Financial
California
$15.9M +$1.3M +24,440 +9%
BOS
88
Bank of Stockton
California
$15.5M -$137K -2,580 -0.9%
PAG
89
Private Advisor Group
New Jersey
$15.5M +$1.28M +24,012 +9%
SOMRS
90
State of Michigan Retirement System
Michigan
$15.3M -$426K -8,000 -3%
LSERS
91
Louisiana State Employees Retirement System
Louisiana
$15.3M +$2.62M +49,200 +21%
FNBOH
92
First National Bank of Hutchinson
Kansas
$15.2M +$987K +18,520 +7%
NMIS
93
Northwestern Mutual Investment Services
Wisconsin
$15M +$1.45M +27,208 +11%
CW
94
Cobiz Wealth
Colorado
$14.7M +$161K +3,024 +1%
HI
95
Hudock Inc
Pennsylvania
$14.4M +$44.5K +836 +0.3%
DIP
96
DT Investment Partners
Pennsylvania
$14M +$65K +1,220 +0.5%
MFW
97
Meristem Family Wealth
Minnesota
$13.9M +$740K +13,888 +6%
BWM
98
Braver Wealth Management
Massachusetts
$13.8M +$1.68M +31,506 +14%
AIG
99
American International Group
New York
$13.7M +$2.9M +54,488 +27%
Stifel Financial
100
Stifel Financial
Missouri
$13.5M +$185K +3,476 +1%
2 3
4
5 6