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iShares Core S&P Small-Cap ETF

519 hedge funds and large institutions have $8.15B invested in iShares Core S&P Small-Cap ETF in 2014 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 190 increasing their positions, 202 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
519
Holders Change
-7
Holders Change %
-1.33%
% of All Funds
14.93%
Holding in Top 10
65
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-7.14%
% of All Funds
1.87%
New
33
Increased
190
Reduced
202
Closed
35
Calls
$19.7M
Puts
$7.48M
Net Calls
+$12.3M
Net Calls Change
+$2.87M
Name Holding Trade Value Shares
Change
Shares
Change %
CFA
326
Cahill Financial Advisors
Minnesota
$595K +$29.3K +522 +5%
HFS
327
HL Financial Services
Kentucky
$593K -$224 -4 -0%
MA
328
Montag & Associates
Georgia
$581K -$12.3K -220 -2%
ASN
329
Advisory Services Network
Georgia
$578K +$116K +2,074 +25%
KIA
330
KCM Investment Advisors
California
$576K -$21.4K -382 -4%
HCM
331
Howland Capital Management
Massachusetts
$573K +$125K +2,230 +28%
LA
332
Leonetti & Associates
Illinois
$570K -$5.71K -102 -1%
ANB
333
Amarillo National Bank
Texas
$563K
HCC
334
Hirtle Callaghan & Co
Pennsylvania
$560K +$560K +10,000 New
OA
335
Oxbow Advisors
Texas
$557K
BPBT
336
Boston Private Bank & Trust
Massachusetts
$557K +$226K +4,034 +68%
CBB
337
Citizens Business Bank
California
$545K -$47.8K -854 -8%
WWM
338
Willingdon Wealth Management
North Carolina
$543K -$200K -3,572 -27%
HH
339
Hilltop Holdings
Texas
$541K +$26.9K +480 +5%
MC
340
Moors & Cabot
Massachusetts
$541K +$212K +3,788 +65%
CT
341
Coastline Trust
Rhode Island
$535K -$1.12K -20 -0.2%
WTC
342
WhitTier Trust Company
Nevada
$533K
AL
343
Aspiriant LLC
California
$531K -$42K -750 -7%
RCM
344
Rotella Capital Management
Washington
$527K -$163K -2,914 -24%
CC
345
Cadinha & Co
Hawaii
$524K +$317K +5,664 +153%
BFA
346
Beaumont Financial Advisors
Massachusetts
$523K
1IA
347
1834 Investment Advisors
Wisconsin
$511K +$83.4K +1,490 +20%
HIMCH
348
Hartford Investment Management Co (HIMCO)
Connecticut
$510K +$191K +3,400 +60%
HCMT
349
Highland Capital Management (Tennessee)
Tennessee
$494K
SFA
350
Sequoia Financial Advisors
Ohio
$494K +$80.3K +1,432 +19%