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

573 hedge funds and large institutions have $9.16B invested in iShares Core S&P Small-Cap ETF in 2014 Q4 according to their latest regulatory filings, with 92 funds opening new positions, 228 increasing their positions, 161 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
573
Holders Change
+61
Holders Change %
+11.91%
% of All Funds
15.29%
Holding in Top 10
73
Holding in Top 10 Change
+19
Holding in Top 10 Change %
+35.19%
% of All Funds
1.95%
New
92
Increased
228
Reduced
161
Closed
23
Calls
$27.3M
Puts
$15.3M
Net Calls
+$12M
Net Calls Change
+$12.1M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$637M
2
Wells Fargo
2
Wells Fargo
California
$1.88B
3
Deutsche Bank
3
Deutsche Bank
Germany
$150M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$61.4M
5
Comerica Bank
5
Comerica Bank
Texas
$109M

Top Sellers

1
USAA
1
United Services Automobile Association
Texas
$37M
2
CIBC Private Wealth Group
2
CIBC Private Wealth Group
Georgia
$7.03M
3
HNB
3
Huntington National Bank
Ohio
$46.8M
4
TCOTO
4
Trust Company of the Ozarks
Missouri
$0
5
SMM
5
Stadion Money Management
Georgia
$232M
Name Holding Trade Value Shares
Change 		Shares
Change %
BIM
226
Bridgecreek Investment Management
Oklahoma
$2.83M +$2.83M +49,550 New
NEAM
227
New England Asset Management
Connecticut
$2.82M -$2.69M -47,254 -49%
JCM
228
Janney Capital Management
Pennsylvania
$2.72M -$985K -17,268 -27%
TH
229
Timber Hill
Connecticut
$2.65M +$2.24M +39,256 +543%
NAM
230
NTV Asset Management
West Virginia
$2.65M -$22.8K -400 -0.9%
ATC
231
Adirondack Trust Company
New York
$2.59M +$8.55K +150 +0.3%
BUB
232
BBVA USA Bancshares
Texas
$2.53M -$353K -6,184 -12%
WCM
233
Windsor Capital Management
Arizona
$2.53M +$233K +4,086 +10%
TFF
234
The Family Firm
Maryland
$2.39M +$2.39M +41,834 New
MFP
235
Mosaic Financial Partners
California
$2.36M -$113K -1,988 -5%
FHC
236
First Heartland Consultants
Missouri
$2.35M +$99.7K +1,748 +4%
LIM
237
Leavell Investment Management
Alabama
$2.35M -$61.6K -1,080 -3%
KA
238
Klingman & Associates
New York
$2.31M +$2.31M +40,432 New
CAM
239
Congress Asset Management
Massachusetts
$2.27M +$59.1K +1,036 +3%
CT
240
Cambridge Trust
Massachusetts
$2.24M +$277K +4,858 +14%
SBWM
241
Sunflower Bank Wealth Management
Arizona
$2.23M -$92.4K -1,620 -4%
Luther King Capital Management (LKCM)
242
Luther King Capital Management (LKCM)
Texas
$2.23M +$67.4K +1,182 +3%
BPC
243
Banque Pictet & Cie
Switzerland
$2.2M +$179K +3,140 +9%
CTA
244
Colonial Trust Advisors
South Carolina
$2.15M -$363K -6,368 -14%
AIP
245
Ameritas Investment Partners
Nebraska
$2.14M +$99K +1,736 +5%
FMI
246
Fiduciary Management Inc
Wisconsin
$2.14M +$2.14M +37,514 New
LPT
247
Legacy Private Trust
Wisconsin
$2.14M – – –
RIA
248
Regal Investment Advisors
Michigan
$2.13M +$795K +13,942 +60%
SIAM
249
Sterling Investment Advisors (Missouri)
Missouri
$2.04M +$2.04M +35,808 New
BRM
250
Boston Research & Management
Massachusetts
$2.03M +$170K +2,978 +9%
8 9
10
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