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

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

Top Buyers

1
U
UBS
Switzerland
+$108M
2
Deutsche Bank
Deutsche Bank
Germany
+$86.7M
3
Goldman Sachs
Goldman Sachs
New York
+$63M
4
BFA
BlackRock Fund Advisors
California
+$29.4M
5
BIT
BlackRock Institutional Trust
California
+$29M

Top Sellers

1
State Street
State Street
Massachusetts
-$91.5M
2
AFS
Aft Forsyth & Sober
Florida
-$45.2M
3
Invesco
Invesco
Georgia
-$45M
4
Wells Fargo
Wells Fargo
California
-$40.6M
5
LPL Financial
LPL Financial
California
-$29.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
BC
226
Brookfield Corp
Ontario, Canada
$1.98M +$540K +9,800 +37%
PCMK
227
Paragon Capital Management (Kansas)
Kansas
$1.98M -$85.4K -1,550 -4%
FHC
228
First Heartland Consultants
Missouri
$1.96M -$251K -4,548 -11%
ST
229
Spinnaker Trust
Maine
$1.91M – – –
BPC
230
Banque Pictet & Cie
Switzerland
$1.89M – – –
AF
231
Arrow Financial
New York
$1.87M -$285K -5,180 -13%
WCM
232
Windsor Capital Management
Arizona
$1.87M +$489K +8,890 +36%
PWM
233
Perigon Wealth Management
California
$1.86M -$2.2K -40 -0.1%
AIP
234
Ameritas Investment Partners
Nebraska
$1.85M +$11.7K +212 +0.6%
Luther King Capital Management (LKCM)
235
Luther King Capital Management (LKCM)
Texas
$1.82M +$476K +8,642 +35%
AC
236
Alley Company
Illinois
$1.81M +$6.83K +124 +0.4%
MCTIC
237
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$1.8M -$1.31M – –
OC
238
Oppenheimer & Co
New York
$1.78M +$271K +4,924 +18%
KT
239
Kanaly Trust
Texas
$1.66M – – –
PWLP
240
Prio Wealth Limited Partnership
Massachusetts
$1.66M +$189K +3,430 +13%
CB
241
Commerce Bank
Missouri
$1.65M +$22K +400 +1%
FNBT
242
FineMark National Bank & Trust
Florida
$1.64M +$42.3K +768 +3%
MPWT
243
MassMutual Private Wealth & Trust
Connecticut
$1.64M +$358K +6,504 +28%
BRM
244
Boston Research & Management
Massachusetts
$1.64M – – –
BIM
245
Baldwin Investment Management
Pennsylvania
$1.63M – – –
CPC
246
Cookson Peirce & Co
Pennsylvania
$1.61M +$90.3K +1,640 +6%
AMG
247
Asset Management Group
Connecticut
$1.58M -$20.9K -380 -1%
CPO
248
Cerity Partners OCIO
New York
$1.57M -$390K -7,090 -20%
TH
249
Timber Hill
Connecticut
$1.51M +$391K +7,100 +35%
Invesco
250
Invesco
Georgia
$1.51M -$45M -817,690 -97%
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