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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 %
OC
201
Oppenheimer & Co
New York
$3.8M -$36.8K -646 -1%
CA
202
Cetera Advisors
Colorado
$3.8M +$213K +3,746 +6%
TIM
203
Tortoise Investment Management
New York
$3.78M -$247K -4,334 -6%
WRM
204
Westport Resources Management
Connecticut
$3.78M -$93K -1,630 -2%
American Century Companies
205
American Century Companies
Missouri
$3.69M +$3.69M +64,708 New
MCM
206
MAI Capital Management
Ohio
$3.54M +$3.54M +61,998 New
AC
207
Addenda Capital
Quebec, Canada
$3.53M -$4.9K -86 -0.1%
FCI
208
Financial Counselors Inc
Kansas
$3.52M -$57.9K -1,016 -2%
SCA
209
Strategic Capital Alternatives
United States
$3.47M -$4.91K -86 -0.1%
AIM
210
Advantage Investment Management
Iowa
$3.46M +$3.46M +60,738 New
KL
211
KWMG LLC
Kansas
$3.41M +$3.41M +60,226 New
SHA
212
Smith Hayes Advisers
Nebraska
$3.36M +$232K +4,064 +7%
EFSCE
213
Enterprise Financial Services Corp (EFSC)
Missouri
$3.27M -$41.9K -734 -1%
EVM
214
Evelyn V. Moreno
$3.14M +$18.8K +330 +0.6%
Franklin Resources
215
Franklin Resources
California
$3.1M – – –
BCM
216
Boltwood Capital Management
California
$3.08M +$17.1K +300 +0.6%
GC
217
Garde Capital
Washington
$3.06M +$3.06M +53,562 New
LDB
218
Lee, Danner & Bass
Tennessee
$3.02M +$1.71K +30 +0.1%
CAN
219
Cetera Advisor Networks
California
$3.01M -$147K -2,580 -5%
RPGK
220
Retirement Planning Group (Kansas)
Kansas
$2.99M -$28.9K -506 -1%
FAAS
221
First Allied Advisory Services
California
$2.98M +$728K +12,734 +32%
BCMO
222
Buckingham Capital Management (Ohio)
Ohio
$2.96M -$421K -7,384 -12%
ERSOT
223
Employees Retirement System of Texas
Texas
$2.87M +$2.87M +50,356 New
PFP
224
Pinnacle Financial Partners
Tennessee
$2.85M +$1.18M +20,604 +70%
CPIG
225
Chicago Partners Investment Group
Illinois
$2.83M +$2.83M +49,478 New
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