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iShares Core S&P Small-Cap ETF
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Overview Fund Activity

620 hedge funds and large institutions have $9.73B invested in iShares Core S&P Small-Cap ETF in 2015 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 288 increasing their positions, 180 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
620
Holders Change
+12
Holders Change %
+1.97%
% of All Funds
16.72%
Holding in Top 10
80
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-4.76%
% of All Funds
2.16%
New
43
Increased
288
Reduced
180
Closed
23
Calls
$19.5M
Puts
$4.42M
Net Calls
+$15M
Net Calls Change
+$470K

Top Buyers

1
Comerica Bank
1
Comerica Bank
Texas
$155M
2
UBS Group
2
UBS Group
Switzerland
$358M
3
BG
3
BlackRock Group
United Kingdom
$52.4M
4
Bank of America
4
Bank of America
North Carolina
$694M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$223M

Top Sellers

1
HNB
1
Huntington National Bank
Ohio
$55.4M
2
Goldman Sachs
2
Goldman Sachs
New York
$181M
3
SMM
3
Stadion Money Management
Georgia
$213M
4
MPWT
4
MassMutual Private Wealth & Trust
Connecticut
$2.43M
5
LSERS
5
Louisiana State Employees Retirement System
Louisiana
$14.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$1.99B +$25M +424,430 +1%
Bank of America
2
Bank of America
North Carolina
$694M +$33.7M +571,038 +5%
Morgan Stanley
3
Morgan Stanley
New York
$485M +$21.4M +363,536 +5%
VA
4
Valmark Advisers
Ohio
$365M +$1.58M +26,730 +0.4%
UBS Group
5
UBS Group
Switzerland
$358M +$79.4M +1,347,716 +29%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$223M +$27M +458,618 +14%
SMM
7
Stadion Money Management
Georgia
$213M -$10.7M -182,030 -5%
US Bancorp
8
US Bancorp
Minnesota
$195M +$257K +4,366 +0.1%
Goldman Sachs
9
Goldman Sachs
New York
$181M -$22.2M -377,468 -11%
PNC Financial Services Group
10
PNC Financial Services Group
Pennsylvania
$180M +$6.07M +103,068 +3%
KeyBank National Association
11
KeyBank National Association
Ohio
$160M +$9.24M +156,780 +6%
STMM
12
South Texas Money Management
Texas
$160M +$4.58M +77,656 +3%
Comerica Bank
13
Comerica Bank
Texas
$155M +$91.5M +1,551,688 +143%
LPL Financial
14
LPL Financial
California
$145M +$12.7M +216,924 +10%
Northern Trust
15
Northern Trust
Illinois
$126M +$2.8M +47,570 +2%
RFC
16
Regions Financial Corp
Alabama
$119M +$2.4M +40,746 +2%
AA
17
Alesco Advisors
New York
$111M +$3.4M +57,672 +3%
SIM
18
Sentry Investment Management
Wisconsin
$109M +$47.2K +800 +0%
Northwestern Mutual Wealth Management
19
Northwestern Mutual Wealth Management
Wisconsin
$105M +$9.2M +156,120 +10%
Bessemer Group
20
Bessemer Group
New Jersey
$103M +$1.11M +18,768 +1%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$89.3M +$5.13M +87,078 +6%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$86M +$11.1M +189,006 +15%
Fidelity Investments
23
Fidelity Investments
Massachusetts
$81.5M +$9.06M +153,724 +13%
DWM
24
Destination Wealth Management
California
$77.7M +$23.2M +393,808 +43%
HTC
25
Haverford Trust Company
Pennsylvania
$61.9M +$12.5M +211,524 +25%
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