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iShares Core S&P Small-Cap ETF
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Overview Fund Activity

527 hedge funds and large institutions have $8.4B invested in iShares Core S&P Small-Cap ETF in 2013 Q4 according to their latest regulatory filings, with 94 funds opening new positions, 205 increasing their positions, 167 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
527
Holders Change
+75
Holders Change %
+16.59%
% of All Funds
15.31%
Holding in Top 10
72
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+14.29%
% of All Funds
2.09%
New
94
Increased
205
Reduced
167
Closed
14
Calls
$78.8M
Puts
$179M
Net Calls
-$99.7M
Net Calls Change
+$23.2M

Top Buyers

1
LPL Financial
LPL Financial
California
$252M
2
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$191M
3
Citigroup
Citigroup
New York
$49.1M
4
State Street
State Street
Massachusetts
$230M
5
HTC
Haverford Trust Company
Pennsylvania
$43.9M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$436M
2
HNB
Huntington National Bank
Ohio
$22.4M
3
SMM
Stadion Money Management
Georgia
$252M
4
PFG
Pacific Financial Group
Washington
$3.23M
5
Bessemer Group
Bessemer Group
New Jersey
$199M
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
226
Arrow Financial
New York
$2.14M +$2.14M +39,190 New
CT
227
Cambridge Trust
Massachusetts
$2.12M +$194K +3,560 +10%
FTIOP
228
Fiduciary Trust International of Pennsylvania
Pennsylvania
$2.09M +$4.36K +80 +0.2%
SFT
229
Simmons First Trust
Arkansas
$2.06M +$1.29M +23,612 +166%
PCMK
230
Paragon Capital Management (Kansas)
Kansas
$2.05M -$11.5K -210 -0.6%
HC
231
Highmount Capital
New York
$1.97M – – –
CPO
232
Cerity Partners OCIO
New York
$1.95M -$425K -7,786 -18%
SI
233
SII Investments
Wisconsin
$1.9M +$189K +3,472 +11%
ST
234
Spinnaker Trust
Maine
$1.89M – – –
BPC
235
Banque Pictet & Cie
Switzerland
$1.87M +$1.87M +34,300 New
PWM
236
Perigon Wealth Management
California
$1.85M +$1.85M +33,858 New
AIP
237
Ameritas Investment Partners
Nebraska
$1.82M -$200K -3,660 -10%
AC
238
Alley Company
Illinois
$1.79M -$13.2K -242 -0.7%
GF
239
Gerstein Fisher
New York
$1.74M +$871K +15,958 +100%
RIA
240
Regal Investment Advisors
Michigan
$1.67M +$721K +13,210 +76%
KT
241
Kanaly Trust
Texas
$1.65M – – –
BRM
242
Boston Research & Management
Massachusetts
$1.62M -$16.4K -300 -1%
BIM
243
Baldwin Investment Management
Pennsylvania
$1.62M -$62.8K -1,150 -4%
CB
244
Commerce Bank
Missouri
$1.62M +$19.1K +350 +1%
FNBT
245
FineMark National Bank & Trust
Florida
$1.59M +$264K +4,840 +20%
AMG
246
Asset Management Group
Connecticut
$1.58M +$8.73K +160 +0.6%
AI
247
Accredited Investors
Minnesota
$1.55M -$46.3K -848 -3%
CPC
248
Cookson Peirce & Co
Pennsylvania
$1.5M +$1.5M +27,540 New
OC
249
Oppenheimer & Co
New York
$1.49M +$28.2K +516 +2%
WT
250
Whittier Trust
California
$1.48M -$5.46K -100 -0.4%
8 9
10
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