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iShares Core S&P Small-Cap ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
PJSIMP
351
P.J. Schmidt Investment Management (PJS)
Wisconsin
$661K +$262K +4,590 +66%
RP
352
Reinhart Partners
Wisconsin
$660K +$32.5K +570 +5%
MPM
353
Meritage Portfolio Management
Kansas
$651K -$31.4K -550 -5%
BHBT
354
Burke & Herbert Bank & Trust
Virginia
$642K +$7.98K +140 +1%
TTWM
355
TCV Trust & Wealth Management
Virginia
$633K -$11.9K -208 -2%
CFA
356
Cahill Financial Advisors
Minnesota
$633K +$21.1K +370 +3%
WWM
357
Willingdon Wealth Management
North Carolina
$630K +$9.24K +162 +1%
OCM
358
One Capital Management
California
$628K -$6.85K -120 -1%
CIC
359
Carnegie Investment Counsel
Ohio
$622K +$70.3K +1,248 +13%
NES
360
New England Securities
New York
$622K +$141K +2,478 +29%
ST
361
Sageworth Trust
Pennsylvania
$618K +$618K +10,830 New
SYBT
362
Stock Yards Bank & Trust
Kentucky
$613K -$59.3K -1,040 -9%
TD Asset Management
363
TD Asset Management
Ontario, Canada
$610K +$270K +4,738 +79%
KIA
364
KCM Investment Advisors
California
$587K
FMWA
365
Forvis Mazars Wealth Advisors
Missouri
$586K +$586K +10,278 New
ANB
366
Amarillo National Bank
Texas
$573K
HCC
367
Hirtle Callaghan & Co
Pennsylvania
$570K
AFG
368
Arkansas Financial Group
Arkansas
$567K +$242K +4,234 +74%
OCG
369
Opus Capital Group
Ohio
$566K -$37K -650 -6%
HH
370
Hilltop Holdings
Texas
$562K +$11.4K +200 +2%
WTC
371
WhitTier Trust Company
Nevada
$554K -$2.62K -46 -0.5%
SFA
372
Sequoia Financial Advisors
Ohio
$538K -$9.92K -174 -2%
BFA
373
Beaumont Financial Advisors
Massachusetts
$532K
PWS
374
Peloton Wealth Strategists
Indiana
$531K -$74.5K -1,306 -12%
1IA
375
1834 Investment Advisors
Wisconsin
$530K +$11.1K +194 +2%