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iShares Core S&P Small-Cap ETF

526 hedge funds and large institutions have $8.58B invested in iShares Core S&P Small-Cap ETF in 2014 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 203 increasing their positions, 207 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
526
Holders Change
-1
Holders Change %
-0.19%
% of All Funds
15.2%
Holding in Top 10
70
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.78%
% of All Funds
2.02%
New
39
Increased
203
Reduced
207
Closed
37
Calls
$25.3M
Puts
$15.9M
Net Calls
+$9.38M
Net Calls Change
+$109M
Name Holding Trade Value Shares
Change
Shares
Change %
LDB
201
Lee, Danner & Bass
Tennessee
$3.25M +$41.3K +750 +1%
HighTower Advisors
202
HighTower Advisors
Illinois
$3.22M +$362K +6,580 +13%
SCG
203
Strategic Capital Group
Washington
$3.11M +$3.09M +56,158 +16,814%
SHA
204
Smith Hayes Advisers
Nebraska
$3.04M +$476K +8,650 +19%
EVM
205
Evelyn V. Moreno
$3.04M +$27.7K +504 +0.9%
AC
206
Addenda Capital
Quebec, Canada
$3.03M +$3.03M +55,080 New
ATC
207
Adirondack Trust Company
New York
$2.97M -$436K -7,920 -13%
BUB
208
BBVA USA Bancshares
Texas
$2.95M +$25.1K +456 +0.9%
CCG
209
Cypress Capital Group
Florida
$2.75M -$314K -5,700 -10%
CAN
210
Cetera Advisor Networks
California
$2.69M +$232K +4,218 +9%
BOTW
211
Bank of the West
California
$2.69M +$60.2K +1,094 +2%
NAM
212
NTV Asset Management
West Virginia
$2.63M
Fidelity Investments
213
Fidelity Investments
Massachusetts
$2.59M +$66.6K +1,230 +3%
BCM
214
Boltwood Capital Management
California
$2.57M -$16.5K -300 -0.6%
KFS
215
KMS Financial Services
Washington
$2.56M -$1.07M -19,404 -29%
NDSI
216
Newman Dignan & Sheerar Inc
Rhode Island
$2.54M -$17.8K -324 -0.7%
Janney Montgomery Scott
217
Janney Montgomery Scott
Pennsylvania
$2.46M -$49.7K -902 -2%
CTA
218
Colonial Trust Advisors
South Carolina
$2.46M +$58.8K +1,068 +2%
MFP
219
Mosaic Financial Partners
California
$2.4M -$190K -3,444 -7%
LIM
220
Leavell Investment Management
Alabama
$2.34M +$99.7K +1,810 +4%
ANBTV
221
American National Bank & Trust (Virginia)
Virginia
$2.19M -$35K -636 -2%
FTIOP
222
Fiduciary Trust International of Pennsylvania
Pennsylvania
$2.11M -$2.31K -42 -0.1%
CT
223
Cambridge Trust
Massachusetts
$2.02M -$119K -2,160 -6%
SI
224
SII Investments
Wisconsin
$2M +$202K +3,916 +11%
HC
225
Highmount Capital
New York
$1.99M