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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
1
Morgan Stanley
New York
$637M
2
Wells Fargo
2
Wells Fargo
California
$1.88B
3
Deutsche Bank
3
Deutsche Bank
Germany
$150M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$61.4M
5
Comerica Bank
5
Comerica Bank
Texas
$109M

Top Sellers

1
USAA
1
United Services Automobile Association
Texas
$37M
2
CIBC Private Wealth Group
2
CIBC Private Wealth Group
Georgia
$7.03M
3
HNB
3
Huntington National Bank
Ohio
$46.8M
4
TCOTO
4
Trust Company of the Ozarks
Missouri
$0
5
SMM
5
Stadion Money Management
Georgia
$232M
Name Holding Trade Value Shares
Change 		Shares
Change %
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$57.4M +$22M +386,108 +62%
DWM
27
Destination Wealth Management
California
$55M -$16.5K -290 -0%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$54.6M -$10.3M -179,844 -16%
Bessemer Group
29
Bessemer Group
New Jersey
$52M +$51.8M +908,350 +25,953%
Fifth Third Bancorp
30
Fifth Third Bancorp
Ohio
$50.3M -$581K -10,196 -1%
HTC
31
Haverford Trust Company
Pennsylvania
$47.4M +$965K +16,924 +2%
HNB
32
Huntington National Bank
Ohio
$46.8M -$35.9M – –
JPMorgan Chase & Co
33
JPMorgan Chase & Co
New York
$46.5M +$11.3M +198,490 +32%
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$45M +$10.3M +181,120 +30%
M&T Bank
35
M&T Bank
New York
$38.6M -$1.37M -24,072 -3%
AFS
36
Aft Forsyth & Sober
Florida
$38.5M +$656K +11,500 +2%
BIT
37
BlackRock Institutional Trust
California
$38.1M +$7.94M +139,186 +26%
Prudential Financial
38
Prudential Financial
New Jersey
$37.4M +$6.01M +105,400 +19%
USAA
39
United Services Automobile Association
Texas
$37M -$55M -964,800 -60%
Bank of Montreal
40
Bank of Montreal
Ontario, Canada
$36.1M -$473K -8,290 -1%
GHA
41
GW Henssler & Associates
Georgia
$33.8M +$329K +5,770 +1%
Principal Financial Group
42
Principal Financial Group
Iowa
$32.3M +$17.1K +300 +0.1%
UCFA
43
United Capital Financial Advisors
Texas
$32.2M +$9M +157,828 +39%
CI
44
Conning Inc
Connecticut
$31.6M – – –
MA
45
MUFG Americas
New York
$31.2M +$1.14M +20,036 +4%
WF
46
WealthTrust Fairport
Ohio
$30.8M +$403K +7,066 +1%
MIH
47
Madison Investment Holdings
Wisconsin
$30.5M +$748K +13,114 +3%
Truist Financial
48
Truist Financial
North Carolina
$29.7M +$1.96M +34,360 +7%
TAT
49
TD Ameritrade Trust
Colorado
$28M +$4.24M +73,892 +18%
EMA
50
Efficient Market Advisors
California
$27.1M +$4M +70,126 +17%
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