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iShares Core S&P Small-Cap ETF

526 hedge funds and large institutions have $8.58B invested in iShares Core S&P Small-Cap ETF in 2014 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 203 increasing their positions, 207 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
526
Holders Change
-1
Holders Change %
-0.19%
% of All Funds
15.2%
Holding in Top 10
70
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.78%
% of All Funds
2.02%
New
39
Increased
203
Reduced
207
Closed
37
Calls
$25.3M
Puts
$15.9M
Net Calls
+$9.38M
Net Calls Change
+$109M
Name Holding Trade Value Shares
Change
Shares
Change %
FMII
501
Farmers & Merchants Investments Inc
Nebraska
$29K -$15.3K -276 -35%
LNB
502
Ledyard National Bank
$29K
JA
503
JOYN Advisors
Georgia
$27K -$469K -8,416 -95%
IAS
504
INR Advisory Services
Pennsylvania
$26K
Loomis, Sayles & Company
505
Loomis, Sayles & Company
Massachusetts
$26K +$26K +480 New
ACS
506
Archford Capital Strategies
Illinois
$25.3K +$25.3K +460 New
AA
507
Apriem Advisors
California
$23K -$38K -700 -62%
CDIA
508
Capital Directions Investment Advisors
Georgia
$23K
KPCM
509
Kings Point Capital Management
New York
$23K +$12K +218 +109%
FMB
510
Field & Main Bank
Kentucky
$22K -$27.5K -500 -56%
TAIM
511
TD Ameritrade Investment Management
Nebraska
$22K +$13.5K +244 +158%
FAM
512
Formidable Asset Management
Ohio
$21K +$21K +400 New
NC
513
NewSquare Capital
Pennsylvania
$19K +$9.23K +170 +94%
HDIM
514
Hanson & Doremus Investment Management
Vermont
$16K
WA
515
Waverly Advisors
Alabama
$16K +$16K +288 New
AWM
516
Avior Wealth Management
Nebraska
$16K +$16K +288 New
WA
517
WealthTrust-Arizona
Arizona
$13K
TCM
518
Tradewinds Capital Management
Washington
$11K
NSIM
519
North Star Investment Management
Illinois
$11K +$11K +192 New
HF
520
Hoxton Financial
West Virginia
$9K -$98.5K -1,708 -92%
PWAG
521
Polaris Wealth Advisory Group
California
$8K
SJIM
522
St. Johns Investment Management
Florida
$6K +$6K +114 New
BFEC
523
Benjamin F. Edwards & Company
Missouri
$3K
HI
524
Hudock Inc
Pennsylvania
$3K
MIM
525
Macroview Investment Management
Maryland
$3K