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

519 hedge funds and large institutions have $8.15B invested in iShares Core S&P Small-Cap ETF in 2014 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 190 increasing their positions, 202 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
519
Holders Change
-7
Holders Change %
-1.33%
% of All Funds
14.93%
Holding in Top 10
65
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-7.14%
% of All Funds
1.87%
New
33
Increased
190
Reduced
202
Closed
35
Calls
$19.7M
Puts
$7.48M
Net Calls
+$12.3M
Net Calls Change
+$2.87M

Top Buyers

1
Citigroup
Citigroup
New York
$200M
2
Bank of America
Bank of America
North Carolina
$585M
3
AFS
Aft Forsyth & Sober
Florida
$38.2M
4
CNB
City National Bank
California
$22.4M
5
SSB
Sandy Spring Bank
Maryland
$12.2M

Top Sellers

1
Bessemer Group
Bessemer Group
New Jersey
$196K
2
LPL Financial
LPL Financial
California
$127M
3
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$36.6M
4
U
UBS
Switzerland
$170M
5
Deutsche Bank
Deutsche Bank
Germany
$86.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
TCOT
276
Trust Company of Toledo
Ohio
$1.05M -$35.9K -640 -3%
Millennium Management
277
Millennium Management
New York
$1.03M +$446K +7,970 +77%
OA
278
Outfitter Advisors
Virginia
$1.02M -$16.8K -300 -2%
SFI
279
SPC Financial Inc
Maryland
$1.01M – – –
CAMI
280
Concord Asset Management (Illinois)
Illinois
$1.01M +$27.9K +500 +3%
RIA
281
Regal Investment Advisors
Michigan
$1M -$196K -3,498 -16%
CCT
282
Country Club Trust
Missouri
$997K +$39.2K +700 +4%
JIP
283
Jaffetilchin Investment Partners
Florida
$993K -$162K -2,894 -14%
AWA
284
Arete Wealth Advisors
Illinois
$978K -$2.24K -40 -0.2%
BRWA
285
B. Riley Wealth Advisors
Florida
$948K +$691K +17,378 +270%
BWAM
286
Boyd Watterson Asset Management
Ohio
$925K – – –
TPP
287
Triangle Peak Partners
California
$924K +$19.5K +348 +2%
CFB
288
Cullen/Frost Bankers
Texas
$913K +$36.1K +644 +4%
MJRIC
289
Mogy Joel R Investment Counsel
California
$910K – – –
CCFCSB
290
Cape Cod Five Cents Savings Bank
Massachusetts
$902K +$14K +250 +2%
DY
291
Dowling & Yahnke
California
$887K – – –
EFS
292
Essex Financial Services
Connecticut
$856K – – –
NCM
293
Novare Capital Management
North Carolina
$855K -$3.59K -64 -0.4%
EIM
294
Emerson Investment Management
Massachusetts
$811K -$260K -4,640 -24%
RhumbLine Advisers
295
RhumbLine Advisers
Massachusetts
$806K +$289K +5,160 +56%
RFS
296
Rockefeller Financial Services
New York
$785K -$33.6K -600 -4%
CBU
297
CIBC Bank USA
Illinois
$780K +$84.1K +1,500 +12%
MPM
298
Meritage Portfolio Management
Kansas
$763K -$85K -1,518 -10%
WCWM
299
Wooster Corthell Wealth Management
Connecticut
$761K – – –
PCM
300
Parsons Capital Management
Rhode Island
$752K +$123K +2,200 +20%
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