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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 %
VC
101
Vestor Capital
Illinois
$12.9M -$553K -9,372 -4%
SGAM
102
Steinberg Global Asset Management
Florida
$12.8M +$369K +6,252 +3%
BFA
103
BlackRock Fund Advisors
California
$12.7M -$63.1M -1,068,744 -83%
JPMPWA
104
J.P. Morgan Private Wealth Advisors
California
$12.5M +$66.8K +1,132 +0.5%
SFS
105
Summit Financial Strategies
Ohio
$12.1M -$64.1K -1,086 -0.5%
COPPSERS
106
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$12M +$1.15M +19,556 +11%
CS
107
Credit Suisse
Switzerland
$12M -$1.15M -19,524 -9%
PMG
108
ProVise Management Group
Florida
$11.9M +$578K +9,790 +5%
AI
109
Atria Investments
North Carolina
$11.8M +$762K +12,912 +7%
TCOV
110
Trust Company of Vermont
Vermont
$11.4M +$98.7K +1,672 +0.9%
PHAM
111
Palisades Hudson Asset Management
Florida
$11.3M -$167K -2,838 -1%
Cambridge Investment Research Advisors
112
Cambridge Investment Research Advisors
Iowa
$11.3M +$3.5M +59,284 +45%
PI
113
PineBridge Investments
New York
$11.3M +$6.67M +113,114 +145%
AIG
114
American International Group
New York
$11.2M +$723K +12,250 +7%
MPWT
115
MassMutual Private Wealth & Trust
Connecticut
$11.2M +$5.01M +84,848 +80%
BFO
116
Boston Family Office
Massachusetts
$11.2M -$33.6K -570 -0.3%
NG
117
NatWest Group
United Kingdom
$11.1M -$2.79M -47,306 -20%
GI
118
Gradient Investments
Minnesota
$11.1M +$11.1M +188,266 New
CS
119
Comerica Securities
Michigan
$10.9M +$10.9M +185,416 New
SMC
120
Smith, Moore & Co
Missouri
$10.7M +$149K +2,518 +1%
HRIA
121
Haberer Registered Investment Advisor
Ohio
$10.7M +$337K +5,708 +3%
CB
122
Community Bank
New York
$10.5M +$544K +9,220 +5%
VFS
123
VSR Financial Services
Kansas
$10.3M -$2M -33,920 -16%
TCM
124
Twele Capital Management
Minnesota
$10.1M – – –
CAPTRUST Financial Advisors
125
CAPTRUST Financial Advisors
North Carolina
$9.98M +$40K +678 +0.4%
3 4
5
6 7