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iShares Core S&P Small-Cap ETF

527 hedge funds and large institutions have $8.4B invested in iShares Core S&P Small-Cap ETF in 2013 Q4 according to their latest regulatory filings, with 94 funds opening new positions, 205 increasing their positions, 167 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
527
Holders Change
+75
Holders Change %
+16.59%
% of All Funds
15.31%
Holding in Top 10
72
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+14.29%
% of All Funds
2.09%
New
94
Increased
205
Reduced
167
Closed
14
Calls
$78.8M
Puts
$179M
Net Calls
-$99.7M
Net Calls Change
+$23.2M
Name Holding Trade Value Shares
Change
Shares
Change %
LWA
501
Lenox Wealth Advisors
New York
$29K
LNB
502
Ledyard National Bank
$29K +$3.42K +62 +13%
IAS
503
INR Advisory Services
Pennsylvania
$26K -$3.71K -68 -13%
JFGIW
504
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$24K +$1.09K +20 +5%
CDIA
505
Capital Directions Investment Advisors
Georgia
$22K
MP
506
Manifold Partners
California
$22K +$22K +398 New
WA
507
Winfield Associates
Ohio
$22K +$22K +400 New
SCG
508
Strategic Capital Group
Washington
$18K -$1.81M -33,582 -99%
HDIM
509
Hanson & Doremus Investment Management
Vermont
$16K
NHFG
510
New Harbor Financial Group
Massachusetts
$15K
HR
511
Howe & Rusling
New York
$15K +$15K +278 New
PFSC
512
Peoples Financial Services Corp
Pennsylvania
$15K +$15K +280 New
First Manhattan
513
First Manhattan
New York
$13K -$5.65K -106 -30%
WA
514
WealthTrust-Arizona
Arizona
$13K
GHAM
515
Gilman Hill Asset Management
Connecticut
$13K +$13K +230 New
SGC
516
South Georgia Capital
Illinois
$13K +$13K +240 New
KPCM
517
Kings Point Capital Management
New York
$11K +$11K +200 New
TCM
518
Tradewinds Capital Management
Washington
$11K +$11K +200 New
NC
519
NewSquare Capital
Pennsylvania
$10K +$10K +180 New
TAIM
520
TD Ameritrade Investment Management
Nebraska
$8K -$19.4K -374 -71%
PWAG
521
Polaris Wealth Advisory Group
California
$8K
PFM
522
PacWest Financial Management
Arizona
$5.42K +$742 +13,604 +16%
BFEC
523
Benjamin F. Edwards & Company
Missouri
$3K
HI
524
Hudock Inc
Pennsylvania
$3K
MIM
525
Macroview Investment Management
Maryland
$3K