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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 %
EWM
276
Evermay Wealth Management
Virginia
$1.03M +$182K +3,310 +21%
MC
277
Middleton & Co
Massachusetts
$1.03M +$1.03M +18,650 New
PFP
278
Pinnacle Financial Partners
Tennessee
$1.02M +$216K +3,930 +27%
OA
279
Outfitter Advisors
Virginia
$1.02M -$71.6K -1,300 -7%
OCG
280
Opus Capital Group
Ohio
$1M +$208K +3,780 +26%
SFI
281
SPC Financial Inc
Maryland
$996K -$16.5K -300 -2%
TCM
282
Telos Capital Management
California
$981K +$111K +2,010 +13%
CAMI
283
Concord Asset Management (Illinois)
Illinois
$972K – – –
AWA
284
Arete Wealth Advisors
Illinois
$964K – – –
PA
285
Planning Alternatives
Michigan
$956K +$513K +9,314 +116%
CCT
286
Country Club Trust
Missouri
$942K -$153K -2,772 -14%
KCPG
287
Kavar Capital Partners Group
Kansas
$909K -$274K -4,972 -23%
BWAM
288
Boyd Watterson Asset Management
Ohio
$908K -$91.8K -1,668 -9%
MJRIC
289
Mogy Joel R Investment Counsel
California
$894K -$33K -600 -4%
TPP
290
Triangle Peak Partners
California
$888K +$12.1K +220 +1%
WA
291
WESPAC Advisors
California
$884K -$14.9K -270 -2%
CCFCSB
292
Cape Cod Five Cents Savings Bank
Massachusetts
$873K -$160K -2,908 -16%
DY
293
Dowling & Yahnke
California
$871K +$42.3K +768 +5%
CWM
294
Concert Wealth Management
California
$870K +$864 +16 +0.1%
CFB
295
Cullen/Frost Bankers
Texas
$862K -$328K -5,960 -28%
MFW
296
Meristem Family Wealth
Minnesota
$852K – – –
NCM
297
Novare Capital Management
North Carolina
$844K +$19.3K +350 +2%
EFS
298
Essex Financial Services
Connecticut
$841K +$24.2K +440 +3%
MPM
299
Meritage Portfolio Management
Kansas
$834K -$172K -3,126 -17%
RP
300
Reinhart Partners
Wisconsin
$818K -$48.5K -880 -6%
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