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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 %
Wells Fargo
1
Wells Fargo
California
$1.85B +$42.6M +799,512 +2%
Bank of America
2
Bank of America
North Carolina
$635M +$7.75M +145,536 +1%
Morgan Stanley
3
Morgan Stanley
New York
$390M -$48.6M -912,350 -11%
UBS Group
4
UBS Group
Switzerland
$379M +$55.3M +1,037,158 +17%
VA
5
Valmark Advisers
Ohio
$342M +$3.9M +71,476 +1%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$215M +$13.4M +251,290 +7%
LPL Financial
7
LPL Financial
California
$193M +$57.2M +1,037,458 +42%
PNC Financial Services Group
8
PNC Financial Services Group
Pennsylvania
$191M +$28.9M +541,464 +18%
SMM
9
Stadion Money Management
Georgia
$191M -$1.89M -35,394 -1%
US Bancorp
10
US Bancorp
Minnesota
$178M +$2.47M +46,354 +1%
KeyBank National Association
11
KeyBank National Association
Ohio
$160M +$15.2M +285,304 +11%
STMM
12
South Texas Money Management
Texas
$148M +$3.41M +63,984 +2%
Goldman Sachs
13
Goldman Sachs
New York
$139M -$24.7M -464,418 -15%
Northern Trust
14
Northern Trust
Illinois
$119M +$4.41M +82,724 +4%
RFC
15
Regions Financial Corp
Alabama
$113M +$4.8M +89,990 +4%
Northwestern Mutual Wealth Management
16
Northwestern Mutual Wealth Management
Wisconsin
$111M +$16.8M +315,228 +18%
AA
17
Alesco Advisors
New York
$104M +$4.34M +81,460 +4%
SIM
18
Sentry Investment Management
Wisconsin
$101M +$2.85M +53,400 +3%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$98.6M +$17.9M +336,162 +22%
Fidelity Investments
20
Fidelity Investments
Massachusetts
$82.2M +$9.48M +180,052 +13%
Comerica Bank
21
Comerica Bank
Texas
$76.5M -$63.9M -1,198,582 -46%
Bessemer Group
22
Bessemer Group
New Jersey
$69M -$24.2M -454,540 -26%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$64M -$13.8M -258,766 -18%
HI
24
Horizon Investments
North Carolina
$59.4M +$59.4M +1,115,150 New
HTC
25
Haverford Trust Company
Pennsylvania
$58.2M +$2.19M +41,108 +4%
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