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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 %
BP
51
Ballentine Partners
Massachusetts
$24.6M -$366K -6,648 -1%
Truist Financial
52
Truist Financial
North Carolina
$24.5M +$970K +17,616 +4%
Northwestern Mutual Wealth Management
53
Northwestern Mutual Wealth Management
Wisconsin
$24.2M +$2.46M +44,680 +11%
CIA
54
Capital Investment Advisors
Georgia
$23.5M +$663K +12,034 +3%
AFS
55
Aft Forsyth & Sober
Florida
$23.3M -$45.2M -820,540 -66%
FBNAT
56
FirstMerit Bank N.A. Trustee
Ohio
$23.2M +$195K +3,546 +0.8%
BF
57
BOK Financial
Oklahoma
$20.7M -$348K -6,312 -2%
TCOTO
58
Trust Company of the Ozarks
Missouri
$20.5M +$625K +11,348 +3%
BHWM
59
Bar Harbor Wealth Management
New Hampshire
$20.4M +$69.8K +1,268 +0.3%
APCM
60
Alaska Permanent Capital Management
Alaska
$20.4M -$1.58M -28,616 -7%
UCFA
61
United Capital Financial Advisors
Texas
$20M +$1.93M +35,030 +11%
CS
62
Credit Suisse
Switzerland
$19.9M +$2.16M +39,152 +12%
CTA
63
Chesley Taft & Associates
Illinois
$19.5M +$237K +4,312 +1%
V
64
Veritable
Delaware
$19.1M -$87.3K -1,586 -0.5%
B
65
Baird
Wisconsin
$18.1M -$679K -12,334 -4%
TFA
66
Transamerica Financial Advisors
Florida
$18.1M -$383K -6,956 -2%
Creative Planning
67
Creative Planning
Kansas
$18M -$439K -7,966 -2%
HW
68
Hancock Whitney
Mississippi
$17.3M -$2.23M -40,440 -11%
HL
69
HeadInvest LLC
Maine
$17.1M -$133K -2,420 -0.8%
CIA
70
Choate Investment Advisors
Massachusetts
$16.5M -$2.83M -51,318 -15%
TCT
71
TIAA CREF Trust
Missouri
$16M +$1.5M +27,278 +10%
WT
72
Wilmington Trust
Delaware
$15.8M -$4.43M -80,484 -22%
BIM
73
Bridges Investment Management
Nebraska
$15.8M -$166K -3,020 -1%
Chevy Chase Trust
74
Chevy Chase Trust
Maryland
$15.7M +$993K +18,026 +7%
BOS
75
Bank of Stockton
California
$15.5M +$107K +1,938 +0.7%