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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 %
TWM
176
Torch Wealth Management
Ohio
$5.41M +$34.7K +652 +0.6%
ACM
177
Argentus Capital Management
Texas
$5.35M -$1.76M -32,968 -25%
SBWM
178
Sunflower Bank Wealth Management
Arizona
$5.33M +$61.8K +1,160 +1%
BFM
179
Boston Financial Management
Massachusetts
$5.3M -$30.3K -568 -0.6%
DADC
180
D.A. Davidson & Co
Montana
$5.24M -$202K -3,784 -4%
CTC
181
Central Trust Company
Missouri
$5.22M +$64.6K +1,212 +1%
SIC
182
Shoker Investment Counsel
Ohio
$5.09M -$66.7K -1,252 -1%
NPC
183
National Planning Corporation
California
$5.07M +$250K +4,324 +5%
FWCM
184
Ferguson Wellman Capital Management
Oregon
$5.04M +$45.7K +858 +0.9%
CAPTRUST Financial Advisors
185
CAPTRUST Financial Advisors
North Carolina
$4.89M -$48.4K -908 -1%
CIM
186
CIM Investment Management
Pennsylvania
$4.82M +$74.6K +1,400 +2%
HBT
187
Hills Bank & Trust
Iowa
$4.78M -$49K -920 -1%
LA
188
Leonetti & Associates
Illinois
$4.75M +$61.7K +1,158 +1%
IF
189
Ironwood Financial
Arizona
$4.71M +$279K +5,240 +6%
ONB
190
Old National Bancorp
Indiana
$4.69M -$765K -14,362 -14%
FLPIM
191
F.L. Putnam Investment Management
Massachusetts
$4.54M -$30.2K -566 -0.7%
VCM
192
Vision Capital Management
Oregon
$4.43M +$1.11M +20,748 +33%
RIA
193
Regal Investment Advisors
Michigan
$4.36M +$597K +11,210 +16%
JIC
194
Johnson Investment Counsel
Ohio
$4.34M -$13.3K -250 -0.3%
FMC
195
First Merchants Corp
Indiana
$4.27M -$2.23M -41,874 -34%
MPWT
196
MassMutual Private Wealth & Trust
Connecticut
$4.26M +$2M +38,422 +89%
CAN
197
Cetera Advisor Networks
California
$4.25M +$1.21M +22,638 +40%
FTIOP
198
Fiduciary Trust International of Pennsylvania
Pennsylvania
$4.23M -$136K -2,552 -3%
JWM
199
Jackson Wealth Management
Florida
$4.22M +$230K +4,322 +6%
MFS
200
MSI Financial Services
Massachusetts
$4.22M -$261K -4,896 -6%
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