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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 %
Fifth Third Bancorp
26
Fifth Third Bancorp
Ohio
$46.5M -$416K -7,970 -0.9%
HTC
27
Haverford Trust Company
Pennsylvania
$42.5M +$691K +13,256 +2%
CIBC Private Wealth Group
28
CIBC Private Wealth Group
Georgia
$41.6M -$2.98M -57,162 -7%
M&T Bank
29
M&T Bank
New York
$36.5M +$33.2M +636,028 +992%
HNB
30
Huntington National Bank
Ohio
$35.9M -$34.1M – –
AFS
31
Aft Forsyth & Sober
Florida
$34.6M -$991K -19,000 -3%
Bank of Montreal
32
Bank of Montreal
Ontario, Canada
$33.4M -$945K -18,122 -3%
Envestnet Asset Management
33
Envestnet Asset Management
Illinois
$32.4M +$6.71M +128,646 +26%
JPMorgan Chase & Co
34
JPMorgan Chase & Co
New York
$32.1M -$3.98M -76,402 -11%
Commonwealth Equity Services
35
Commonwealth Equity Services
Massachusetts
$31.7M -$8.3M -159,096 -21%
Northwestern Mutual Wealth Management
36
Northwestern Mutual Wealth Management
Wisconsin
$31.7M +$4.41M +84,650 +16%
GHA
37
GW Henssler & Associates
Georgia
$30.6M +$97.7K +1,874 +0.3%
Principal Financial Group
38
Principal Financial Group
Iowa
$29.5M -$8.21M -157,400 -22%
CI
39
Conning Inc
Connecticut
$28.9M – – –
Prudential Financial
40
Prudential Financial
New Jersey
$28.7M +$595K +11,400 +2%
WF
41
WealthTrust Fairport
Ohio
$27.8M +$37.4K +718 +0.1%
BIT
42
BlackRock Institutional Trust
California
$27.5M -$8.6M -164,912 -24%
MA
43
MUFG Americas
New York
$27.4M -$1.14M -21,930 -4%
MIH
44
Madison Investment Holdings
Wisconsin
$27.2M +$124K +2,372 +0.5%
Truist Financial
45
Truist Financial
North Carolina
$25.4M +$998K +19,130 +4%
AIM
46
Acropolis Investment Management
Missouri
$24.1M +$1.15M +22,090 +5%
BP
47
Ballentine Partners
Massachusetts
$23.9M +$95.9K +1,838 +0.4%
BSB
48
Bangor Savings Bank
Maine
$23.7M -$459K -8,804 -2%
CIA
49
Capital Investment Advisors
Georgia
$22.9M +$498K +9,542 +2%
FBNAT
50
FirstMerit Bank N.A. Trustee
Ohio
$22M +$95.4K +1,830 +0.4%
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