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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 %
MBT
326
Montecito Bank & Trust
California
$734K +$281K +4,934 +62%
William Blair & Company
327
William Blair & Company
Illinois
$729K +$153K +2,690 +27%
PFM
328
Parsec Financial Management
North Carolina
$720K +$14K +246 +2%
ASN
329
Advisory Services Network
Georgia
$715K +$60.5K +1,096 +9%
Brown Advisory
330
Brown Advisory
Maryland
$712K – – –
EIM
331
Emerson Investment Management
Massachusetts
$711K -$60.6K -1,062 -8%
TPP
332
Triangle Peak Partners
California
$710K -$232K -4,072 -25%
HSA
333
HBK Sorce Advisory
Pennsylvania
$704K +$9.59K +168 +1%
ICOA
334
Investment Centers of America
North Dakota
$703K -$789K -13,852 -53%
HCM
335
Hollencrest Capital Management
California
$702K -$12.6K -220 -2%
BCM
336
BTC Capital Management
Iowa
$698K +$273K +4,798 +64%
TF
337
Tompkins Financial
New York
$697K -$435K -7,622 -38%
TYCC
338
Texas Yale Capital Corp
Florida
$696K – – –
CFA
339
CT Financial Advisors
Pennsylvania
$696K +$696K +12,196 New
OMC
340
Overbrook Management Corp
New York
$695K -$2.85K -50 -0.4%
MC
341
Middleton & Co
Massachusetts
$692K +$79.9K +1,400 +13%
CBU
342
CIBC Bank USA
Illinois
$689K -$91.3K -1,602 -12%
FWM
343
Frontier Wealth Management
Missouri
$686K +$686K +12,036 New
PL
344
Parthenon LLC
Kentucky
$683K – – –
LWCFA
345
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$679K – – –
CG
346
Colony Group
Massachusetts
$679K +$584K +10,244 +617%
HFS
347
HL Financial Services
Kentucky
$678K +$73.3K +1,286 +12%
GF
348
Gerstein Fisher
New York
$677K +$8.21K +144 +1%
JIP
349
Jaffetilchin Investment Partners
Florida
$664K -$145K -2,548 -18%
ST
350
Somerset Trust
Pennsylvania
$662K -$2.74K -48 -0.4%
12 13
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