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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 %
FA
426
FCG Advisors
New Jersey
$327K +$327K +5,800 New
FWCM
427
First Western Capital Management
California
$323K +$36.9K +646 +13%
CASB
428
Cape Ann Savings Bank
Massachusetts
$314K +$314K +5,518 New
ZF
429
Zhang Financial
Michigan
$312K – – –
LIA
430
LS Investment Advisors
Michigan
$309K – – –
BOS
431
Bingham Osborn & Scarborough
California
$303K -$1.03K -18 -0.3%
WT
432
Washington Trust
Rhode Island
$301K +$301K +5,292 New
SC
433
Scotia Capital
Ontario, Canada
$298K -$57.1K -1,000 -16%
RCG
434
Ruggie Capital Group
Florida
$298K +$298K +5,340 New
WS
435
Wedbush Securities
California
$297K +$45.6K +800 +18%
CMP
436
Courage Miller Partners
Virginia
$296K -$2.28K -40 -0.8%
GLA
437
Great Lakes Advisors
Illinois
$296K +$685 +12 +0.2%
CAL
438
Capital Advisors Ltd
Ohio
$295K +$151K +2,644 +105%
EWM
439
Empirical Wealth Management
Washington
$292K – – –
WA
440
WFG Advisors
Texas
$291K -$52.7K -924 -15%
FAM
441
Foothills Asset Management
Arizona
$290K +$290K +5,080 New
PL
442
Plancorp LLC
Missouri
$287K -$94.9K -1,662 -25%
CONA
443
Capital One National Association
New York
$286K +$57.4K +1,008 +25%
CBT
444
Central Bank & Trust
Kentucky
$285K +$285K +5,000 New
SIG
445
Stanford Investment Group
California
$284K +$284K +4,982 New
DWM
446
Dakota Wealth Management
Florida
$282K +$282K +4,938 New
PFBT
447
Parkside Financial Bank & Trust
Missouri
$276K -$29.7K -520 -10%
MAM
448
Marquette Asset Management
Minnesota
$275K – – –
PFS
449
Prospera Financial Services
Texas
$273K -$63.7K -1,116 -19%
NIC
450
Northwest Investment Counselors
Oregon
$271K – – –
16 17
18
19 20