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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 %
CAM
151
Capstone Asset Management
Texas
$5.08M -$491K -9,414 -9%
EVM
152
Eaton Vance Management
Massachusetts
$5.08M -$16.7K -320 -0.3%
SIC
153
Shoker Investment Counsel
Ohio
$5.05M -$252K -4,838 -5%
NEAM
154
New England Asset Management
Connecticut
$5.04M -$269K -5,150 -5%
PFM
155
PacWest Financial Management
Arizona
$5.02M -$134K -2,562 -3%
EWM
156
Evermay Wealth Management
Virginia
$4.94M +$324K +6,222 +7%
FWCM
157
Ferguson Wellman Capital Management
Oregon
$4.86M -$50.1K -960 -1%
FHB
158
First Hawaiian Bank
Hawaii
$4.77M +$115K +2,214 +2%
TCM
159
Tuttle Capital Management
Connecticut
$4.77M +$3M +57,482 +169%
CCM
160
Covington Capital Management
California
$4.62M +$463K +8,880 +11%
HBT
161
Hills Bank & Trust
Iowa
$4.58M +$2.5K +48 +0.1%
LA
162
Leonetti & Associates
Illinois
$4.58M +$4.05M +77,644 +763%
FLPIM
163
F.L. Putnam Investment Management
Massachusetts
$4.57M +$68.5K +1,314 +2%
FMC
164
First Merchants Corp
Indiana
$4.52M -$169K -3,238 -4%
JFA
165
JNBA Financial Advisors
Minnesota
$4.46M +$208K +3,986 +5%
NPC
166
National Planning Corporation
California
$4.38M +$272K +5,212 +7%
MPWT
167
MassMutual Private Wealth & Trust
Connecticut
$4.26M +$2M +38,422 +89%
QAM
168
QCI Asset Management
New York
$4.19M -$437K -8,380 -9%
JIC
169
Johnson Investment Counsel
Ohio
$4.17M -$105K -2,016 -2%
SGK
170
Steigerwald Gordon & Koch
Virginia
$4.04M -$227K -4,366 -5%
CCWA
171
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$3.99M -$219K -4,194 -5%
IH
172
IFC Holdings
Florida
$3.97M -$483K -9,258 -11%
CIM
173
CIM Investment Management
Pennsylvania
$3.94M -$534K -10,230 -12%
TWM
174
Torch Wealth Management
Ohio
$3.9M +$41.7K +800 +1%
GIM
175
Goelzer Investment Management
Indiana
$3.89M +$54.1K +1,038 +1%
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