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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 %
PWLP
251
Prio Wealth Limited Partnership
Massachusetts
$1.46M +$291K +5,330 +25%
RCM
252
Rotella Capital Management
Washington
$1.43M +$164K +3,000 +13%
Mariner
253
Mariner
Kansas
$1.43M +$1.18M +21,682 +477%
ECAM
254
East Coast Asset Management
Massachusetts
$1.42M -$53.2K -974 -4%
BC
255
Brookfield Corp
Ontario, Canada
$1.41M +$1.41M +26,200 New
PGFC
256
Peapack-Gladstone Financial Corp
New Jersey
$1.41M +$22.9K +420 +2%
FPTW
257
Franklin, Parlapiano, Turner & Welch
Texas
$1.4M -$51.5K -944 -4%
GC
258
Guggenheim Capital
Illinois
$1.39M -$334K -6,116 -19%
EC
259
Estate Counselors
Wisconsin
$1.39M -$67.7K -1,240 -5%
WCM
260
Windsor Capital Management
Arizona
$1.37M -$39.9K -732 -3%
Luther King Capital Management (LKCM)
261
Luther King Capital Management (LKCM)
Texas
$1.33M -$63.2K -1,158 -5%
ICAS
262
Investors Capital Advisory Services
Massachusetts
$1.33M +$3.71K +68 +0.3%
BB
263
Busey Bank
Illinois
$1.31M -$132K -2,412 -9%
MCTIC
264
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$1.31M -$1.17M – –
PA
265
Pinnacle Associates
New York
$1.3M -$4.91K -90 -0.4%
SC
266
Savant Capital
Illinois
$1.29M -$73.5K -1,348 -5%
MPWT
267
MassMutual Private Wealth & Trust
Connecticut
$1.27M +$1.27M +23,296 New
CC
268
Courier Capital
New York
$1.26M -$23.3K -426 -2%
ACM
269
Antonetti Capital Management
Florida
$1.24M +$761K +13,946 +159%
FIG
270
FundX Investment Group
California
$1.21M +$142K +2,600 +13%
CFB
271
Cullen/Frost Bankers
Texas
$1.18M +$86.2K +1,580 +8%
KCPG
272
Kavar Capital Partners Group
Kansas
$1.17M +$1.17M +21,492 New
RJT
273
Raymond James Trust
Florida
$1.17M -$64.2K -1,176 -5%
SI
274
Stephens Inc
Arkansas
$1.17M -$30.1K -552 -3%
CAL
275
Capital Analysts LLC
Pennsylvania
$1.15M +$115K +2,114 +11%
9 10
11
12 13