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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 %
MC
401
Mathes Company
New York
$287K +$20.9K +400 +8%
ZF
402
Zhang Financial
Michigan
$285K – – –
LIA
403
LS Investment Advisors
Michigan
$283K – – –
PFBT
404
Parkside Financial Bank & Trust
Missouri
$279K -$51K -980 -15%
BOS
405
Bingham Osborn & Scarborough
California
$278K +$208 +4 +0.1%
CMP
406
Courage Miller Partners
Virginia
$273K +$20.4K +390 +8%
Citadel Advisors
407
Citadel Advisors
Florida
$273K +$273K +5,238 New
GLA
408
Great Lakes Advisors
Illinois
$270K -$39.6K -758 -13%
EWM
409
Empirical Wealth Management
Washington
$267K +$3.66K +70 +1%
FWCM
410
First Western Capital Management
California
$261K +$261K +5,012 New
MAM
411
Marquette Asset Management
Minnesota
$251K – – –
CL
412
CPWM LLC
Washington
$250K +$250K +4,804 New
MCWS
413
McKinley Carter Wealth Services
West Virginia
$249K +$43K +824 +21%
NIC
414
Northwest Investment Counselors
Oregon
$248K – – –
WSTAM
415
Wilbanks Smith & Thomas Asset Management
Virginia
$247K -$7.81K -150 -3%
FWP
416
FAS Wealth Partners
Kansas
$247K +$40.6K +780 +20%
PO
417
Private Ocean
California
$246K -$20.8K -398 -8%
SBH
418
Segall Bryant & Hamill
Illinois
$245K – – –
ACM
419
Azimuth Capital Management
Michigan
$241K +$241K +4,620 New
BHTS
420
Bar Harbor Trust Services
Maine
$236K – – –
I
421
IberiaBank
Louisiana
$234K -$12.4K -238 -5%
WIL
422
Winifred I. Li
$231K – – –
WS
423
Wedbush Securities
California
$230K – – –
LBC
424
Lowe Brockenbrough & Co
Virginia
$230K +$230K +4,412 New
CWM
425
Cranbrook Wealth Management
Michigan
$224K – – –
15 16
17
18 19