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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 %
PMG
101
ProVise Management Group
Florida
$10.9M +$520K +9,118 +5%
BFO
102
Boston Family Office
Massachusetts
$10.8M -$160K -2,800 -1%
Chevy Chase Trust
103
Chevy Chase Trust
Maryland
$10.8M -$3.45M -60,464 -24%
AI
104
Atria Investments
North Carolina
$10.7M +$2.1M +36,846 +24%
WSFS
105
Wilmington Savings Fund Society
Delaware
$10.7M +$449K +7,878 +4%
BTS
106
BB&T Securities
Virginia
$10.5M +$4.8M +8,420 +84%
COPPSERS
107
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$10.5M +$68.2K +1,196 +0.7%
SMC
108
Smith, Moore & Co
Missouri
$10.2M +$172K +3,008 +2%
AIG
109
American International Group
New York
$10.2M -$167K -2,936 -2%
HRIA
110
Haberer Registered Investment Advisor
Ohio
$10M -$2.12M -37,088 -17%
BOK
111
Bank of Kentucky
Kentucky
$10M +$228K +3,994 +2%
FCBT
112
First Citizens Bank & Trust
North Carolina
$9.95M -$2.43M -42,540 -20%
F
113
FutureAdvisor
California
$9.86M +$9.86M +172,876 New
TCM
114
Twele Capital Management
Minnesota
$9.76M -$21.7K -380 -0.2%
LTFS
115
Ladenburg Thalmann Financial Services
Florida
$9.71M +$1.77M +31,078 +22%
CB
116
Community Bank
New York
$9.61M +$9.61M +168,540 New
CAPTRUST Financial Advisors
117
CAPTRUST Financial Advisors
North Carolina
$9.61M +$3.11M +54,606 +48%
CCM
118
Condor Capital Management
New Jersey
$9.55M -$20K -350 -0.2%
Stifel Financial
119
Stifel Financial
Missouri
$9.06M +$874K +15,318 +11%
SB
120
Suntrust Banks
Georgia
$8.85M +$615K +10,786 +7%
PAM
121
Peninsula Asset Management
Florida
$8.53M +$33.9K +594 +0.4%
CIA
122
Choate Investment Advisors
Massachusetts
$8.44M +$1.77M +31,012 +27%
HJA
123
Hugh Johnson Advisors
New York
$8.38M +$90K +1,578 +1%
GG
124
Gofen & Glossberg
Illinois
$8.32M -$312K -5,468 -4%
TPSF
125
Texas Permanent School Fund
Texas
$8.19M +$1.11M +19,400 +16%
3 4
5
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