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

Top Sellers

1
USAA
United Services Automobile Association
Texas
$37M
2
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$7.03M
3
HNB
Huntington National Bank
Ohio
$46.8M
4
TCOTO
Trust Company of the Ozarks
Missouri
$0
5
SMM
Stadion Money Management
Georgia
$232M
Name Holding Trade Value Shares
Change 		Shares
Change %
RMAM
501
Raab & Moskowitz Asset Management
New Jersey
$103K +$103K +1,798 New
TSW
502
Thompson Siegel & Walmsley
Virginia
$99K – – –
GWA
503
Genesis Wealth Advisors
Massachusetts
$98.6K +$98.6K +1,688 New
BC
504
Bartlett & Co
Ohio
$97K – – –
FNBSF
505
First National Bank Sioux Falls
South Dakota
$88K – – –
MCM
506
Manchester Capital Management
Vermont
$87K +$3.55K +62 +4%
VCM
507
Vigilant Capital Management
Maine
$86K – – –
WCM
508
Wealthcare Capital Management
Virginia
$86K – – –
PMFA
509
Plante Moran Financial Advisors
Michigan
$80K – – –
SFPM
510
Sensible Financial Planning & Management
Massachusetts
$80K – – –
Parallax Volatility Advisers
511
Parallax Volatility Advisers
California
$77K +$77K +1,354 New
BAM
512
Barrett Asset Management
New York
$75K – – –
RFA
513
Reilly Financial Advisors
California
$66K – – –
WEC
514
Winslow Evans & Crocker
Massachusetts
$64.1K +$7.3K +128 +13%
BWA
515
Burt Wealth Advisors
Maryland
$64K +$64K +1,128 New
CGT
516
Capital Guardian Trust
California
$63K – – –
IUAM
517
Itau USA Asset Management
New York
$63K +$63K +1,100 New
JIC
518
Joel Isaacson & Co
New York
$58K – – –
MBT
519
Monroe Bank & Trust
Michigan
$57K +$57K +1,000 New
LWA
520
Lowe Wealth Advisors
Maryland
$54K +$54K +954 New
PSUF
521
People's United Financial
Connecticut
$49K -$5.68K -100 -10%
NSIM
522
North Star Investment Management
Illinois
$49K – – –
TCM
523
TD Capital Management
Tennessee
$45K -$5.87K -102 -12%
DA
524
Dunvegan Associates
California
$42K – – –
IFA
525
Interactive Financial Advisors
Illinois
$42K +$7.94K +138 +23%
19 20
21
22 23