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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 %
RCAG
126
Rehmann Capital Advisory Group
Michigan
$6.55M +$548K +10,500 +9%
DADC
127
D.A. Davidson & Co
Montana
$6.51M -$141K -2,706 -2%
TPSF
128
Texas Permanent School Fund
Texas
$6.47M – – –
JWM
129
Jacobus Wealth Management
Wisconsin
$6.45M -$111K -2,132 -2%
ONB
130
Old National Bancorp
Indiana
$6.42M +$6.01M +115,294 +1,489%
GIA
131
GHP Investment Advisors
Colorado
$6.4M +$44.2K +848 +0.7%
RJFSA
132
Raymond James Financial Services Advisors
Florida
$6.33M -$662K -12,702 -9%
NCM
133
Noesis Capital Mangement
Florida
$6.28M +$97.5K +1,870 +2%
RTS
134
Round Table Services
New Jersey
$6.13M -$297K -5,700 -5%
CIA
135
Choate Investment Advisors
Massachusetts
$6.1M -$3.37M -64,586 -36%
CAPTRUST Financial Advisors
136
CAPTRUST Financial Advisors
North Carolina
$5.94M -$292K -5,600 -5%
VFS
137
VSR Financial Services
Kansas
$5.9M -$333K -6,376 -5%
NA
138
Nottingham Advisors
New York
$5.86M -$3.02K -58 -0.1%
STB
139
S&T Bank
Pennsylvania
$5.85M -$453K -8,690 -7%
ECM
140
Exchange Capital Management
Michigan
$5.79M -$40.5K -776 -0.7%
BFM
141
Boston Financial Management
Massachusetts
$5.78M -$96.6K -1,852 -2%
BIC
142
Bridges Investment Counsel
Nebraska
$5.71M +$22.2K +426 +0.4%
SC
143
Stratford Consulting
Texas
$5.64M +$459K +8,804 +9%
KWMG
144
King Wealth Management Group
Florida
$5.6M +$1.04M +19,932 +23%
Retirement Systems of Alabama
145
Retirement Systems of Alabama
Alabama
$5.54M – – –
PI
146
Placemark Investments
Illinois
$5.52M +$473K +9,080 +9%
GT
147
Greenleaf Trust
Michigan
$5.3M -$962K -18,448 -15%
CIBC World Market
148
CIBC World Market
Ontario, Canada
$5.24M +$21.9K +420 +0.4%
BTS
149
BB&T Securities
Virginia
$5.21M -$819K -1,570 -14%
FA
150
FDx Advisors
Illinois
$5.1M +$1.6M +30,674 +46%
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