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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 %
FWP
451
FAS Wealth Partners
Kansas
$270K – – –
PO
452
Private Ocean
California
$269K +$456 +8 +0.2%
I
453
IberiaBank
Louisiana
$269K +$13.3K +234 +5%
SBH
454
Segall Bryant & Hamill
Illinois
$264K -$4.46K -78 -2%
ACM
455
Azimuth Capital Management
Michigan
$263K – – –
BHTS
456
Bar Harbor Trust Services
Maine
$258K – – –
LBC
457
Lowe Brockenbrough & Co
Virginia
$252K – – –
WIL
458
Winifred I. Li
$252K – – –
BFG
459
Beacon Financial Group
Texas
$252K +$252K +5,332 New
WSTAM
460
Wilbanks Smith & Thomas Asset Management
Virginia
$246K -$24K -422 -9%
MCM
461
MV Capital Management
Maryland
$246K +$246K +4,314 New
CWM
462
Cranbrook Wealth Management
Michigan
$240K -$4.1K -72 -2%
NGA
463
Naples Global Advisors
Florida
$239K – – –
WTB
464
Washington Trust Bank
Washington
$238K +$60.6K +1,060 +34%
P
465
Pitcairn
Pennsylvania
$237K – – –
CS
466
Cannell & Spears
New York
$237K – – –
T
467
Thomaspartners
Massachusetts
$231K – – –
WC
468
Woodstock Corp
Massachusetts
$230K – – –
CAS
469
Cue Advisory Services
Arizona
$230K +$230K +4,032 New
PCA
470
Peddock Capital Advisors
Massachusetts
$229K +$229K +4,012 New
RNS
471
Robert N. Shapiro
$228K – – –
TSWM
472
Triangle Securities Wealth Management
North Carolina
$226K – – –
VWM
473
Vector Wealth Management
Minnesota
$223K +$223K +3,906 New
AWS
474
Aris Wealth Services
Pennsylvania
$219K +$219K +3,848 New
SCA
475
STALEY CAPITAL ADVISERS
Pennsylvania
$217K +$217K +3,800 New
17 18
19
20 21