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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 %
Bessemer Group
151
Bessemer Group
New Jersey
$7.22M -$64M -1,163,004 -90%
GIM
152
Goelzer Investment Management
Indiana
$7.07M +$668K +12,142 +10%
SPC
153
Sigma Planning Corp
Michigan
$7.04M +$3.32M +60,270 +89%
MFS
154
MSI Financial Services
Massachusetts
$6.97M +$2.61M +47,334 +60%
KWMG
155
King Wealth Management Group
Florida
$6.71M +$89.9K +1,632 +1%
HJA
156
Hugh Johnson Advisors
New York
$6.64M -$34.2K -622 -0.5%
NCM
157
Noesis Capital Mangement
Florida
$6.6M -$59.5K -1,080 -0.9%
PA
158
Planning Alternatives
Michigan
$6.59M +$935K +16,974 +17%
JWM
159
Jacobus Wealth Management
Wisconsin
$6.46M -$1.15M -20,910 -15%
CIBC Private Wealth Group
160
CIBC Private Wealth Group
Georgia
$6.41M +$272K +4,950 +4%
NCM
161
Neumann Capital Management
California
$6.39M -$551 -10 -0%
JPMorgan Chase & Co
162
JPMorgan Chase & Co
New York
$6.31M -$1.64M -29,716 -21%
EWM
163
Evermay Wealth Management
Virginia
$6.27M +$33.3K +604 +0.5%
TPWA
164
TRUE Private Wealth Advisors
Oregon
$6.25M +$6.25M +113,454 New
RTS
165
Round Table Services
New Jersey
$6.22M – – –
CIBC World Market
166
CIBC World Market
Ontario, Canada
$6.01M +$153K +2,784 +3%
TWM
167
Torch Wealth Management
Ohio
$6.01M +$414K +7,522 +7%
CCM
168
Condor Capital Management
New Jersey
$5.91M -$7.05K -128 -0.1%
GIA
169
GHP Investment Advisors
Colorado
$5.9M -$101K -1,828 -2%
VFS
170
VSR Financial Services
Kansas
$5.9M +$48.9K +888 +0.8%
NPC
171
National Planning Corporation
California
$5.9M +$1.53M +30,872 +35%
AWMG
172
Alliance Wealth Management Group
New Jersey
$5.87M +$5.87M +106,596 New
Retirement Systems of Alabama
173
Retirement Systems of Alabama
Alabama
$5.85M – – –
SIC
174
Shoker Investment Counsel
Ohio
$5.76M +$502K +9,112 +10%
PFM
175
PacWest Financial Management
Arizona
$5.76M -$24.8K -450 -0.4%
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