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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 %
SAM
376
Summit Asset Management
Tennessee
$361K – – –
HCM
377
Hodges Capital Management
Texas
$360K -$41.7K -800 -10%
BAC
378
Boys Arnold & Co
North Carolina
$358K – – –
PIM
379
Penobscot Investment Management
Massachusetts
$358K – – –
VIA
380
Vantage Investment Advisors
Pennsylvania
$357K – – –
PL
381
Plancorp LLC
Missouri
$349K +$86.7K +1,662 +33%
HB
382
Homrich & Berg
Georgia
$348K -$34.9K -670 -9%
NL
383
NWAM LLC
Washington
$347K +$103K +1,978 +42%
MWP
384
Moller Wealth Partners
$345K – – –
BPCE
385
Bank Pictet & Cie (Europe)
Germany
$344K +$104K +2,000 +43%
CD
386
Carl Domino
Florida
$342K +$34.9K +670 +11%
BFA
387
Bragg Financial Advisors
North Carolina
$332K – – –
ACP
388
Aviance Capital Partners
Florida
$331K +$331K +6,350 New
ST
389
Smithfield Trust
Pennsylvania
$330K -$13.5K -260 -4%
ECAM
390
East Coast Asset Management
Massachusetts
$328K -$2.4K -46 -0.7%
SC
391
Scotia Capital
Ontario, Canada
$324K -$18.8K -360 -5%
WA
392
WFG Advisors
Texas
$314K -$73.8K -1,418 -19%
ST
393
Stifel Trust
Missouri
$313K – – –
TD Asset Management
394
TD Asset Management
Ontario, Canada
$311K +$311K +5,966 New
BAS
395
Brown Advisory Securities
Maryland
$309K – – –
PFS
396
Prospera Financial Services
Texas
$308K -$939 -18 -0.3%
CSIC
397
Clifford Swan Investment Counsel
California
$304K – – –
RhumbLine Advisers
398
RhumbLine Advisers
Massachusetts
$297K -$454K -8,700 -60%
AFG
399
Arkansas Financial Group
Arkansas
$297K +$40.6K +780 +16%
DC
400
Davenport & Co
Virginia
$289K +$7.82K +150 +3%
14 15
16
17 18