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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 %
TAT
51
TD Ameritrade Trust
Colorado
$21.6M -$2.61M -50,074 -11%
CNB
52
City National Bank
California
$21.2M +$360K +6,900 +2%
UCFA
53
United Capital Financial Advisors
Texas
$21.2M +$1.79M +34,382 +9%
EMA
54
Efficient Market Advisors
California
$21.2M +$7.41M +142,048 +54%
CTA
55
Chesley Taft & Associates
Illinois
$20.5M -$280K -5,370 -1%
State Street
56
State Street
Massachusetts
$19.7M -$50.5M -968,938 -72%
Lazard Asset Management
57
Lazard Asset Management
New York
$19.5M +$5.69M +109,136 +41%
TFA
58
Transamerica Financial Advisors
Florida
$19.4M +$772K +14,800 +4%
APCM
59
Alaska Permanent Capital Management
Alaska
$19.4M +$279K +5,358 +1%
TCOTO
60
Trust Company of the Ozarks
Missouri
$19.3M -$195K -3,748 -1%
BHWM
61
Bar Harbor Wealth Management
New Hampshire
$18.6M -$494K -9,474 -3%
HL
62
HeadInvest LLC
Maine
$18.6M +$429K +7,688 +2%
B
63
Baird
Wisconsin
$18.4M +$374K +7,174 +2%
KWILP
64
Kiwi Wealth Investments Limited Partnership
New Zealand
$17.9M -$11.8M -226,022 -40%
V
65
Veritable
Delaware
$17.7M -$76.8K -1,472 -0.4%
Creative Planning
66
Creative Planning
Kansas
$17.3M +$510K +9,788 +3%
CS
67
Credit Suisse
Switzerland
$16.8M +$5.37M +103,050 +47%
TCT
68
TIAA CREF Trust
Missouri
$16.7M +$597K +11,456 +4%
DIP
69
DT Investment Partners
Pennsylvania
$16.7M +$844K +16,188 +5%
LSERS
70
Louisiana State Employees Retirement System
Louisiana
$15.8M +$3.26M +62,600 +26%
BIM
71
Bridges Investment Management
Nebraska
$15.4M +$149K +2,850 +1%
BOS
72
Bank of Stockton
California
$14.7M -$51K -978 -0.3%
HW
73
Hancock Whitney
Mississippi
$14.7M -$655K -12,554 -4%
Citigroup
74
Citigroup
New York
$14.5M -$172M -3,292,150 -92%
BIM
75
BlackRock Investment Management
Delaware
$14.1M -$113K -2,166 -0.8%
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