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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 %
Wells Fargo
1
Wells Fargo
California
$1.88B +$63.2M +1,107,806 +3%
Bank of America
2
Bank of America
North Carolina
$640M +$37.3M +653,328 +6%
Morgan Stanley
3
Morgan Stanley
New York
$637M +$178M +3,113,360 +39%
VA
4
Valmark Advisers
Ohio
$355M -$14.7M -258,344 -4%
UBS Group
5
UBS Group
Switzerland
$316M +$316M +5,543,876 New
SMM
6
Stadion Money Management
Georgia
$232M -$18.3M -320,824 -7%
Goldman Sachs
7
Goldman Sachs
New York
$229M +$22.8M +399,010 +11%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$187M +$42.1M +738,186 +29%
US Bancorp
9
US Bancorp
Minnesota
$182M +$6M +105,226 +3%
PNC Financial Services Group
10
PNC Financial Services Group
Pennsylvania
$167M +$7.8M +136,802 +5%
Deutsche Bank
11
Deutsche Bank
Germany
$150M +$62.4M +1,094,262 +71%
STMM
12
South Texas Money Management
Texas
$147M +$29.2M +512,056 +25%
LPL Financial
13
LPL Financial
California
$133M +$13.9M +244,036 +12%
KeyBank National Association
14
KeyBank National Association
Ohio
$129M +$3.77M +66,148 +3%
Northern Trust
15
Northern Trust
Illinois
$114M +$1.8M +31,628 +2%
Comerica Bank
16
Comerica Bank
Texas
$109M +$57.3M +1,005,560 +111%
RFC
17
Regions Financial Corp
Alabama
$109M +$4.1M +71,936 +4%
AA
18
Alesco Advisors
New York
$105M -$339K -5,942 -0.3%
SIM
19
Sentry Investment Management
Wisconsin
$105M +$4.31M +75,600 +4%
Northwestern Mutual Wealth Management
20
Northwestern Mutual Wealth Management
Wisconsin
$84.9M +$50.3M +881,312 +145%
BFA
21
BlackRock Fund Advisors
California
$73.3M +$7.79M +136,518 +12%
Public Sector Pension Investment Board (PSP Investments)
22
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$68.4M +$14.4M +253,000 +27%
NRECA
23
National Rural Electric Cooperative Association
Virginia
$62.7M +$1.6M +28,000 +3%
State Street
24
State Street
Massachusetts
$61.6M +$40.1M +702,378 +186%
Fidelity Investments
25
Fidelity Investments
Massachusetts
$61.4M +$58.5M +1,019,344 +2,019%
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