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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 %
Citigroup
76
Citigroup
New York
$16M +$87.8K +1,540 +0.6%
HW
77
Hancock Whitney
Mississippi
$15.8M -$274K -4,806 -2%
AAS
78
Annex Advisory Services
Wisconsin
$15.5M +$683K +11,976 +5%
PAG
79
Private Advisor Group
New Jersey
$15.5M +$3.89M +68,210 +34%
FNBOH
80
First National Bank of Hutchinson
Kansas
$15.4M +$136K +2,382 +0.9%
CTA
81
Chesley Taft & Associates
Illinois
$15.4M -$7.05M -123,636 -31%
HI
82
Hudock Inc
Pennsylvania
$14.5M +$4.45M +78,028 +44%
RJA
83
Raymond James & Associates
Florida
$14.4M +$2.12M +37,094 +17%
SIC
84
Sigma Investment Counselors
Michigan
$14.3M -$380K -6,658 -3%
BF
85
BOK Financial
Oklahoma
$14.2M -$848K -14,862 -6%
BWM
86
Braver Wealth Management
Massachusetts
$13.8M +$5.56M +97,492 +68%
CW
87
Cobiz Wealth
Colorado
$13.4M +$1.06M +18,668 +9%
SSB
88
Sandy Spring Bank
Maryland
$13.2M +$411K +7,214 +3%
VC
89
Vestor Capital
Illinois
$13M +$13M +228,326 New
1832 Asset Management
90
1832 Asset Management
Ontario, Canada
$12.8M +$197K +3,460 +2%
CS
91
Credit Suisse
Switzerland
$12.7M -$5.68M -99,590 -31%
FA
92
FDx Advisors
Illinois
$12.2M +$6.58M +115,430 +118%
JPMPWA
93
J.P. Morgan Private Wealth Advisors
California
$12M -$410K -7,192 -3%
SGAM
94
Steinberg Global Asset Management
Florida
$12M -$46.4K -814 -0.4%
MFW
95
Meristem Family Wealth
Minnesota
$11.9M -$104K -1,820 -0.9%
VFS
96
VSR Financial Services
Kansas
$11.9M +$5.4M +94,664 +84%
SFS
97
Summit Financial Strategies
Ohio
$11.7M +$11.7M +205,318 New
NMIS
98
Northwestern Mutual Investment Services
Wisconsin
$11.6M +$1.29M +22,550 +12%
PHAM
99
Palisades Hudson Asset Management
Florida
$11.1M +$653K +11,456 +6%
TCOV
100
Trust Company of Vermont
Vermont
$10.9M +$2.97K +52 +0%
2 3
4
5 6