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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 %
TCOTO
576
Trust Company of the Ozarks
Missouri
– -$19.3M -370,138 Closed
TCM
577
Tuttle Capital Management
Connecticut
– -$4.77M -91,488 Closed
BAM
578
Boyar Asset Management
New York
– -$2.39M -44,040 Closed
PTC
579
Private Trust Company
Ohio
– -$2.17M -41,690 Closed
CPC
580
Cookson Peirce & Co
Pennsylvania
– -$1.56M -29,970 Closed
Capital Fund Management (CFM)
581
Capital Fund Management (CFM)
France
– -$1.05M -20,110 Closed
VKH
582
Virtu KCG Holdings
New York
– -$917K -17,586 Closed
RCM
583
Rotella Capital Management
Washington
– -$490K -9,400 Closed
TRCT
584
Tower Research Capital (TRC)
New York
– -$368K -7,060 Closed
RhumbLine Advisers
585
RhumbLine Advisers
Massachusetts
– -$297K -5,690 Closed
MC
586
Mathes Company
New York
– -$287K -5,500 Closed
Citadel Advisors
587
Citadel Advisors
Florida
– -$273K -5,238 Closed
CL
588
CPWM LLC
Washington
– -$250K -4,804 Closed
MCWS
589
McKinley Carter Wealth Services
West Virginia
– -$249K -4,772 Closed
EWM
590
Evercore Wealth Management
New York
– -$208K -4,000 Closed
GC
591
Guggenheim Capital
Illinois
– -$198K -3,798 Closed
TC
592
TradeLink Capital
Illinois
– -$98K -1,872 Closed
SFSIG
593
San Francisco Sentry Investment Group
California
– -$90K -1,730 Closed
HHGA
594
Halbert Hargrove Global Advisors
California
– -$67K -1,294 Closed
AP
595
Atwood & Palmer
Missouri
– -$48K -918 Closed
CA
596
CapWealth Advisors
Tennessee
– -$15K -292 Closed
MIM
597
Macroview Investment Management
Maryland
– -$3K -50 Closed
GI
598
Gradient Investments
Minnesota
– -$2K -34 Closed
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