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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 %
TCM
501
Tradewinds Capital Management
Washington
$10K – – –
HF
502
Hoxton Financial
West Virginia
$10K +$2.2K +44 +28%
Thrivent Financial for Lutherans
503
Thrivent Financial for Lutherans
Minnesota
$9K +$9K +178 New
CTB
504
Country Trust Bank
Illinois
$8.34K – – –
OIA
505
Optimum Investment Advisors
Illinois
$8K – – –
SJIM
506
St. Johns Investment Management
Florida
$6K – – –
MA
507
MCF Advisors
Kentucky
$5K -$41.6K -732 -89%
CCS
508
Crosspoint Capital Strategies
California
$5K – – –
MIM
509
Macroview Investment Management
Maryland
$3K – – –
FWM
510
Focused Wealth Management
New York
$2K – – –
GI
511
Gradient Investments
Minnesota
$2K +$2K +34 New
HR
512
Howe & Rusling
New York
$1K -$125 -2 -11%
SGC
513
South Georgia Capital
Illinois
$1K – – –
Manulife (Manufacturers Life Insurance)
514
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$4 – – –
WCF
515
West Coast Financial
California
– -$10.9M -194,848 Closed
CS
516
Comerica Securities
Michigan
– -$6.33M -112,888 Closed
VC
517
Vicus Capital
Pennsylvania
– -$4.44M -79,240 Closed
AIM
518
Aspen Investment Management
Michigan
– -$3.93M -70,058 Closed
STIA
519
Stone Toro Investment Advisers
New Jersey
– -$1.26M -22,400 Closed
AWA
520
Arete Wealth Advisors
Illinois
– -$978K -17,456 Closed
Jane Street
521
Jane Street
New York
– -$743K -13,266 Closed
AIA
522
Alerus Investment Advisors
Minnesota
– -$705K -12,580 Closed
KCPG
523
Kavar Capital Partners Group
Kansas
– -$659K -11,754 Closed
HIMCH
524
Hartford Investment Management Co (HIMCO)
Connecticut
– -$510K -9,100 Closed
Natixis Advisors
525
Natixis Advisors
Massachusetts
– -$448K -7,990 Closed
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