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

Top Sellers

1
USAA
United Services Automobile Association
Texas
$37M
2
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$7.03M
3
HNB
Huntington National Bank
Ohio
$46.8M
4
TCOTO
Trust Company of the Ozarks
Missouri
$0
5
SMM
Stadion Money Management
Georgia
$232M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAL
251
Capital Analysts LLC
Pennsylvania
$2.02M +$646K +11,328 +47%
FNBT
252
FineMark National Bank & Trust
Florida
$1.97M +$20K +350 +1%
SI
253
SII Investments
Wisconsin
$1.97M +$96.7K +1,702 +5%
PWM
254
Perigon Wealth Management
California
$1.97M +$62.3K +1,092 +3%
AI
255
Accredited Investors
Minnesota
$1.94M -$106K -1,856 -5%
Janney Montgomery Scott
256
Janney Montgomery Scott
Pennsylvania
$1.93M -$97.3K -1,706 -5%
MSA
257
Mason Street Advisors
Wisconsin
$1.92M -$194K -3,398 -9%
CB
258
Commerce Bank
Missouri
$1.92M +$28.5K +500 +2%
PWLP
259
Prio Wealth Limited Partnership
Massachusetts
$1.89M +$171K +3,000 +10%
TCM
260
Towercrest Capital Management
Pennsylvania
$1.88M +$1.88M +32,910 New
ST
261
Spinnaker Trust
Maine
$1.87M -$8.67K -152 -0.5%
PCMK
262
Paragon Capital Management (Kansas)
Kansas
$1.83M -$51.4K -902 -3%
SFM
263
Signet Financial Management
New Jersey
$1.81M +$1.81M +31,766 New
MFS
264
MSI Financial Services
Massachusetts
$1.72M -$1.31M -22,988 -43%
KT
265
Kanaly Trust
Texas
$1.72M – – –
AC
266
Alley Company
Illinois
$1.72M +$325K +5,692 +23%
BIM
267
Baldwin Investment Management
Pennsylvania
$1.69M – – –
AMG
268
Asset Management Group
Connecticut
$1.64M +$1.71K +30 +0.1%
CCG
269
Cypress Capital Group
Florida
$1.63M -$557K -9,760 -25%
Millennium Management
270
Millennium Management
New York
$1.6M +$641K +11,244 +67%
Invesco
271
Invesco
Georgia
$1.6M +$68.4K +1,200 +4%
PGFC
272
Peapack-Gladstone Financial Corp
New Jersey
$1.51M +$6.39K +112 +0.4%
MCTIC
273
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$1.49M -$1.36M – –
FT
274
Fiduciary Trust
Massachusetts
$1.45M +$980K +17,190 +209%
ICAS
275
Investors Capital Advisory Services
Massachusetts
$1.45M -$60.5K -1,062 -4%
9 10
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