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

Top Sellers

1
Citigroup
Citigroup
New York
$14.5M
2
State Street
State Street
Massachusetts
$19.7M
3
HNB
Huntington National Bank
Ohio
$35.9M
4
KWILP
Kiwi Wealth Investments Limited Partnership
New Zealand
$17.9M
5
TH
Timber Hill
Connecticut
$377K
Name Holding Trade Value Shares
Change 		Shares
Change %
HCM
301
Hollencrest Capital Management
California
$653K – – –
Mariner
302
Mariner
Kansas
$652K +$91.2K +1,750 +16%
Brown Advisory
303
Brown Advisory
Maryland
$650K +$219K +4,198 +51%
PFM
304
Parsec Financial Management
North Carolina
$646K +$61.8K +1,184 +11%
OMC
305
Overbrook Management Corp
New York
$638K +$638K +12,240 New
TYCC
306
Texas Yale Capital Corp
Florida
$636K – – –
HSA
307
HBK Sorce Advisory
Pennsylvania
$635K +$45.9K +880 +8%
PL
308
Parthenon LLC
Kentucky
$625K – – –
MPM
309
Meritage Portfolio Management
Kansas
$624K -$86.6K -1,660 -12%
LWCFA
310
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$621K -$47.5K -910 -7%
CC
311
Cadinha & Co
Hawaii
$621K +$133K +2,548 +27%
ASN
312
Advisory Services Network
Georgia
$618K +$80.3K +1,540 +15%
SYBT
313
Stock Yards Bank & Trust
Kentucky
$615K +$156K +2,990 +34%
GF
314
Gerstein Fisher
New York
$612K -$6.05K -116 -1%
Schroder Investment Management Group
315
Schroder Investment Management Group
United Kingdom
$610K – – –
ST
316
Somerset Trust
Pennsylvania
$608K – – –
CBB
317
Citizens Business Bank
California
$602K +$94.7K +1,816 +19%
MP
318
Manifold Partners
California
$600K +$345K +6,606 +135%
BG
319
Bahl & Gaynor
Ohio
$597K +$8.87K +170 +2%
MFBTD
320
MB Financial Bank - Trust Department
Illinois
$594K +$200K +3,644 +51%
TTWM
321
TCV Trust & Wealth Management
Virginia
$589K – – –
AMCA
322
Arthur M. Cohen & Associates
Illinois
$586K +$586K +15,796 New
OCM
323
One Capital Management
California
$580K -$10.9K -210 -2%
BHBT
324
Burke & Herbert Bank & Trust
Virginia
$580K +$11.5K +220 +2%
RP
325
Reinhart Partners
Wisconsin
$574K -$1.46K -28 -0.3%
11 12
13
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