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

512 hedge funds and large institutions have $7.43B invested in iShares Core S&P Small-Cap ETF in 2014 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 204 increasing their positions, 179 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
512
Holders Change
-7
Holders Change %
-1.35%
% of All Funds
14.87%
Holding in Top 10
54
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-16.92%
% of All Funds
1.57%
New
31
Increased
204
Reduced
179
Closed
32
Calls
$8.91M
Puts
$9M
Net Calls
-$96K
Net Calls Change
-$12.3M

Top Buyers

1
M&T Bank
1
M&T Bank
New York
$36.5M
2
USAA
2
United Services Automobile Association
Texas
$84.2M
3
VA
3
Valmark Advisers
Ohio
$339M
4
Wells Fargo
4
Wells Fargo
California
$1.66B
5
Public Sector Pension Investment Board (PSP Investments)
5
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$49.3M

Top Sellers

1
Citigroup
1
Citigroup
New York
$14.5M
2
State Street
2
State Street
Massachusetts
$19.7M
3
HNB
3
Huntington National Bank
Ohio
$35.9M
4
KWILP
4
Kiwi Wealth Investments Limited Partnership
New Zealand
$17.9M
5
TH
5
Timber Hill
Connecticut
$377K
Name Holding Trade Value Shares
Change 		Shares
Change %
Janney Montgomery Scott
226
Janney Montgomery Scott
Pennsylvania
$1.85M -$516K -9,888 -22%
BPC
227
Banque Pictet & Cie
Switzerland
$1.85M +$62.6K +1,200 +3%
FTIOP
228
Fiduciary Trust International of Pennsylvania
Pennsylvania
$1.82M -$86.5K -1,658 -5%
CT
229
Cambridge Trust
Massachusetts
$1.8M +$128K +2,462 +8%
FNBT
230
FineMark National Bank & Trust
Florida
$1.78M -$96.9K -1,858 -5%
PWM
231
Perigon Wealth Management
California
$1.74M -$18.8K -360 -1%
CB
232
Commerce Bank
Missouri
$1.73M +$105K +2,020 +6%
PCMK
233
Paragon Capital Management (Kansas)
Kansas
$1.72M -$6.26K -120 -0.4%
ST
234
Spinnaker Trust
Maine
$1.72M -$45K -862 -3%
SI
235
SII Investments
Wisconsin
$1.71M -$13.8K -266 -0.8%
BRM
236
Boston Research & Management
Massachusetts
$1.7M +$77.2K +1,480 +5%
NFG
237
Next Financial Group
Texas
$1.67M +$1.67M +31,964 New
SSWM
238
Smith Salley Wealth Management
North Carolina
$1.66M -$429K -8,220 -21%
ANBTV
239
American National Bank & Trust (Virginia)
Virginia
$1.66M -$248K -4,760 -13%
KT
240
Kanaly Trust
Texas
$1.58M – – –
PWLP
241
Prio Wealth Limited Partnership
Massachusetts
$1.57M +$4.69K +90 +0.3%
CPC
242
Cookson Peirce & Co
Pennsylvania
$1.56M -$13K -250 -0.8%
BIM
243
Baldwin Investment Management
Pennsylvania
$1.55M – – –
PFP
244
Pinnacle Financial Partners
Tennessee
$1.53M +$358K +6,856 +30%
AMG
245
Asset Management Group
Connecticut
$1.5M +$4.17K +80 +0.3%
Invesco
246
Invesco
Georgia
$1.4M -$8.55K -164 -0.6%
ICAS
247
Investors Capital Advisory Services
Massachusetts
$1.38M +$103K +1,972 +8%
PGFC
248
Peapack-Gladstone Financial Corp
New Jersey
$1.37M -$5.74K -110 -0.4%
MCTIC
249
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$1.36M -$1.56M – –
ICOA
250
Investment Centers of America
North Dakota
$1.36M +$355K +6,830 +35%
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10
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