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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 %
TH
276
Timber Hill
Connecticut
$1.11M -$2.54M -46,558 -70%
ZIM
277
Zacks Investment Management
Illinois
$1.09M -$350K -6,424 -24%
CCT
278
Country Club Trust
Missouri
$1.08M -$63.2K -1,158 -6%
BCM
279
Barometer Capital Management
Ontario, Canada
$1.08M +$1.08M +19,800 New
OA
280
Outfitter Advisors
Virginia
$1.08M +$142K +2,600 +15%
RFS
281
Rockefeller Financial Services
New York
$1.07M -$72.3K -1,324 -6%
EIM
282
Emerson Investment Management
Massachusetts
$1.05M -$8.84K -162 -0.8%
MFBTD
283
MB Financial Bank - Trust Department
Illinois
$1.05M +$65.2K +1,196 +7%
CCFCSB
284
Cape Cod Five Cents Savings Bank
Massachusetts
$1.02M -$25.4K -466 -2%
AL
285
Agran Libbie
California
$1.01M +$1.01M +18,446 New
SFI
286
SPC Financial Inc
Maryland
$1M -$16.4K -300 -2%
TCOT
287
Trust Company of Toledo
Ohio
$998K +$720K +13,200 +259%
MPM
288
Meritage Portfolio Management
Kansas
$997K +$20.7K +380 +2%
SSWM
289
Sheets Smith Wealth Management
North Carolina
$995K -$17.5K -320 -2%
GA
290
Geneva Advisors
Illinois
$993K -$264K -4,840 -21%
BWAM
291
Boyd Watterson Asset Management
Ohio
$991K – – –
VKH
292
Virtu KCG Holdings
New York
$980K +$68.4K +1,254 +8%
CBU
293
CIBC Bank USA
Illinois
$978K -$226K -4,138 -19%
CAMI
294
Concord Asset Management (Illinois)
Illinois
$963K -$63.3K -1,160 -6%
AWA
295
Arete Wealth Advisors
Illinois
$955K +$955K +17,496 New
BCM
296
Beck Capital Management
Texas
$941K +$941K +18,034 New
MJRIC
297
Mogy Joel R Investment Counsel
California
$919K -$218K -4,000 -19%
WA
298
WESPAC Advisors
California
$891K +$48K +880 +6%
CWM
299
Concert Wealth Management
California
$876K -$22.6K -416 -3%
TPP
300
Triangle Peak Partners
California
$868K +$868K +15,910 New
10 11
12
13 14