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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 %
WWM
326
Willingdon Wealth Management
North Carolina
$568K +$63K +1,208 +12%
MC
327
Middleton & Co
Massachusetts
$560K -$97.1K -1,860 -15%
CFA
328
Cahill Financial Advisors
Minnesota
$560K +$6.27K +120 +1%
PWS
329
Peloton Wealth Strategists
Indiana
$554K +$258K +4,936 +87%
HFS
330
HL Financial Services
Kentucky
$553K +$1.88K +36 +0.3%
OCG
331
Opus Capital Group
Ohio
$552K -$112K -2,150 -17%
KIA
332
KCM Investment Advisors
California
$536K – – –
AL
333
Aspiriant LLC
California
$530K +$35.5K +680 +7%
William Blair & Company
334
William Blair & Company
Illinois
$527K +$159K +3,050 +43%
ANB
335
Amarillo National Bank
Texas
$524K – – –
HCC
336
Hirtle Callaghan & Co
Pennsylvania
$522K – – –
CIC
337
Carnegie Investment Counsel
Ohio
$511K -$94K -1,802 -16%
WTC
338
WhitTier Trust Company
Nevada
$509K +$13.2K +254 +3%
OA
339
Oxbow Advisors
Texas
$508K -$10.4K -200 -2%
HH
340
Hilltop Holdings
Texas
$504K – – –
SFA
341
Sequoia Financial Advisors
Ohio
$501K +$41.8K +802 +9%
CT
342
Coastline Trust
Rhode Island
$493K -$5.22K -100 -1%
RCM
343
Rotella Capital Management
Washington
$490K – – –
BFA
344
Beaumont Financial Advisors
Massachusetts
$487K – – –
M
345
MOTCO
Texas
$477K +$17.5K +336 +4%
1IA
346
1834 Investment Advisors
Wisconsin
$475K -$834 -16 -0.2%
PTB
347
Pioneer Trust Bank
Oregon
$466K -$142K -2,720 -23%
ACM
348
Antonetti Capital Management
Florida
$462K -$937K -17,978 -67%
SNT
349
Security National Trust
West Virginia
$462K +$150K +2,870 +48%
FHA
350
First Horizon Advisors
Tennessee
$452K – – –
12 13
14
15 16