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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 %
GXMC
376
Global X Management Company
New York
$529K +$529K +9,272 New
SCG
377
Sonata Capital Group
Washington
$525K +$525K +9,200 New
AL
378
Aspiriant LLC
California
$522K -$57K -1,000 -10%
FFA
379
First Foundation Advisors
California
$515K +$76.4K +1,338 +17%
BW
380
Bison Wealth
Georgia
$507K +$507K +8,892 New
SNT
381
Security National Trust
West Virginia
$505K – – –
FHA
382
First Horizon Advisors
Tennessee
$500K +$5.48K +96 +1%
CT
383
Coastline Trust
Rhode Island
$487K -$51.2K -900 -10%
PTB
384
Pioneer Trust Bank
Oregon
$481K -$29.2K -512 -6%
AWM
385
Affinity Wealth Management
Delaware
$469K +$469K +8,224 New
CCT
386
Capital City Trust
Florida
$468K – – –
BWFA
387
Baltimore-Washington Financial Advisors
Maryland
$466K +$233K +4,080 +100%
SCA
388
Salient Capital Advisors
Texas
$465K +$465K +8,156 New
DSC
389
Duncker Streett & Co
Missouri
$459K -$25.2K -442 -5%
HCM
390
Howland Capital Management
Massachusetts
$458K – – –
BSW
391
Buckingham Strategic Wealth
Missouri
$458K – – –
TFCP
392
Twin Focus Capital Partners
Massachusetts
$457K +$798 +14 +0.2%
Barclays
393
Barclays
United Kingdom
$457K +$2.39K +42 +0.5%
HCM
394
Hodges Capital Management
Texas
$451K +$57.1K +1,000 +14%
MC
395
Moors & Cabot
Massachusetts
$449K -$11.1K -194 -2%
HCMT
396
Highland Capital Management (Tennessee)
Tennessee
$449K – – –
BAS
397
Brown Advisory Securities
Maryland
$427K +$88.3K +1,550 +26%
MCM
398
Maple Capital Management
Vermont
$424K – – –
M
399
MOTCO
Texas
$420K -$101K -1,766 -19%
PIM
400
Penobscot Investment Management
Massachusetts
$413K +$21.7K +380 +6%
14 15
16
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