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iShares Core S&P Small-Cap ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
LDB
201
Lee, Danner & Bass
Tennessee
$2.76M -$326K -6,250 -11%
HighTower Advisors
202
HighTower Advisors
Illinois
$2.69M -$561K -10,764 -17%
Fidelity Investments
203
Fidelity Investments
Massachusetts
$2.67M +$266K +5,048 +11%
BUB
204
BBVA USA Bancshares
Texas
$2.64M +$29.7K +570 +1%
PA
205
Planning Alternatives
Michigan
$2.59M +$355K +6,816 +16%
BOTW
206
Bank of the West
California
$2.47M -$129K -2,476 -5%
NAM
207
NTV Asset Management
West Virginia
$2.44M
BAM
208
Boyar Asset Management
New York
$2.39M +$1.07M +19,720 +81%
ATC
209
Adirondack Trust Company
New York
$2.36M -$419K -8,040 -15%
CTA
210
Colonial Trust Advisors
South Carolina
$2.3M -$36.3K -696 -2%
MFP
211
Mosaic Financial Partners
California
$2.26M +$104 +2 +0%
LIM
212
Leavell Investment Management
Alabama
$2.2M -$66.2K -1,270 -3%
PTC
213
Private Trust Company
Ohio
$2.17M -$466K -8,930 -18%
SBWM
214
Sunflower Bank Wealth Management
Arizona
$2.12M +$19.4K +372 +0.9%
WCM
215
Windsor Capital Management
Arizona
$2.1M +$145K +2,788 +7%
FHC
216
First Heartland Consultants
Missouri
$2.06M +$87.3K +1,674 +4%
FAAS
217
First Allied Advisory Services
California
$2.05M -$1.01M -19,354 -33%
NDSI
218
Newman Dignan & Sheerar Inc
Rhode Island
$2.02M -$184K -3,520 -8%
CAM
219
Congress Asset Management
Massachusetts
$2.02M +$322K +6,182 +19%
CCG
220
Cypress Capital Group
Florida
$2M -$704K -13,500 -26%
Luther King Capital Management (LKCM)
221
Luther King Capital Management (LKCM)
Texas
$1.98M +$111K +2,124 +6%
LPT
222
Legacy Private Trust
Wisconsin
$1.95M -$706K -13,542 -27%
MSA
223
Mason Street Advisors
Wisconsin
$1.94M +$945K +18,110 +95%
AI
224
Accredited Investors
Minnesota
$1.87M +$541K +10,376 +41%
AIP
225
Ameritas Investment Partners
Nebraska
$1.87M +$13.2K +254 +0.7%