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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 %
BSB
51
Bangor Savings Bank
Maine
$26.7M +$859K +15,066 +3%
AIM
52
Acropolis Investment Management
Missouri
$26.5M +$105K +1,848 +0.4%
CIA
53
Capital Investment Advisors
Georgia
$25.6M +$657K +11,528 +3%
FBNAT
54
FirstMerit Bank N.A. Trustee
Ohio
$24.6M +$566K +9,916 +2%
TFA
55
Transamerica Financial Advisors
Florida
$23.6M +$2.36M +41,460 +11%
CNB
56
City National Bank
California
$23.6M +$351K +6,150 +2%
BP
57
Ballentine Partners
Massachusetts
$22.7M -$3.43M -60,072 -13%
B
58
Baird
Wisconsin
$22.3M +$2.13M +37,294 +11%
WA
59
Wealth Architects
California
$20.7M +$20.7M +362,630 New
Lazard Asset Management
60
Lazard Asset Management
New York
$20.5M -$813K -14,250 -4%
Creative Planning
61
Creative Planning
Kansas
$20.5M +$1.59M +27,848 +8%
Susquehanna International Group
62
Susquehanna International Group
Pennsylvania
$20.4M +$6.84M +119,882 +50%
PFG
63
Pacific Financial Group
Washington
$20.3M +$20.1M +351,934 +9,271%
BHWM
64
Bar Harbor Wealth Management
New Hampshire
$20.3M -$42.9K -752 -0.2%
KWILP
65
Kiwi Wealth Investments Limited Partnership
New Zealand
$19.8M +$227K +3,974 +1%
V
66
Veritable
Delaware
$19.1M -$233K -4,088 -1%
HL
67
HeadInvest LLC
Maine
$18.8M -$172K -3,020 -0.9%
BIM
68
BlackRock Investment Management
Delaware
$18.3M +$2.97M +52,116 +19%
DIP
69
DT Investment Partners
Pennsylvania
$18.3M +$63.9K +1,120 +0.3%
APCM
70
Alaska Permanent Capital Management
Alaska
$17.6M -$3.65M -64,048 -17%
LSERS
71
Louisiana State Employees Retirement System
Louisiana
$17.4M +$96.9K +1,700 +0.6%
GT
72
Glenmede Trust
Pennsylvania
$17.3M +$5.43M +95,186 +46%
TCT
73
TIAA CREF Trust
Missouri
$17.1M -$1.2M -20,958 -7%
BIM
74
Bridges Investment Management
Nebraska
$17M +$152K +2,660 +0.9%
BOS
75
Bank of Stockton
California
$16.3M +$187K +3,274 +1%
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3
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