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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
1
M&T Bank
New York
$36.5M
2
USAA
2
United Services Automobile Association
Texas
$84.2M
3
VA
3
Valmark Advisers
Ohio
$339M
4
Wells Fargo
4
Wells Fargo
California
$1.66B
5
Public Sector Pension Investment Board (PSP Investments)
5
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$49.3M

Top Sellers

1
Citigroup
1
Citigroup
New York
$14.5M
2
State Street
2
State Street
Massachusetts
$19.7M
3
HNB
3
Huntington National Bank
Ohio
$35.9M
4
KWILP
4
Kiwi Wealth Investments Limited Partnership
New Zealand
$17.9M
5
TH
5
Timber Hill
Connecticut
$377K
Name Holding Trade Value Shares
Change 		Shares
Change %
MWP
451
MYCIO Wealth Partners
Pennsylvania
$125K +$312 +6 +0.3%
1IC
452
1919 Investment Counsel
Maryland
$103K -$32.2K -614 -24%
TC
453
TradeLink Capital
Illinois
$98K +$98K +1,872 New
SFSIG
454
San Francisco Sentry Investment Group
California
$90K – – –
TSW
455
Thompson Siegel & Walmsley
Virginia
$90K – – –
BC
456
Bartlett & Co
Ohio
$89K – – –
CG
457
Colony Group
Massachusetts
$87K -$1.57K -30 -2%
FNBSF
458
First National Bank Sioux Falls
South Dakota
$80K -$4.05K -78 -5%
VCM
459
Vigilant Capital Management
Maine
$78K – – –
WCM
460
Wealthcare Capital Management
Virginia
$78K +$104 +2 +0.1%
MCM
461
Manchester Capital Management
Vermont
$76K – – –
SFPM
462
Sensible Financial Planning & Management
Massachusetts
$74K +$74K +1,406 New
PMFA
463
Plante Moran Financial Advisors
Michigan
$73K – – –
BAM
464
Barrett Asset Management
New York
$69K +$2.94K +56 +4%
HHGA
465
Halbert Hargrove Global Advisors
California
$67K +$67K +1,294 New
RFA
466
Reilly Financial Advisors
California
$60K – – –
CGT
467
Capital Guardian Trust
California
$57K +$57K +1,102 New
JIC
468
Joel Isaacson & Co
New York
$53K +$53K +1,010 New
WEC
469
Winslow Evans & Crocker
Massachusetts
$51.8K +$104 +2 +0.2%
PSUF
470
People's United Financial
Connecticut
$50K – – –
AP
471
Atwood & Palmer
Missouri
$48K +$48K +918 New
TCM
472
TD Capital Management
Tennessee
$46K -$28.5K -548 -38%
NSIM
473
North Star Investment Management
Illinois
$44K – – –
TWA
474
TCI Wealth Advisors
Arizona
$43K – – –
DBT
475
Dubuque Bank & Trust
Iowa
$40K – – –
17 18
19
20 21