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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
1
LPL Financial
California
$252M
2
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$191M
3
Citigroup
3
Citigroup
New York
$49.1M
4
State Street
4
State Street
Massachusetts
$230M
5
HTC
5
Haverford Trust Company
Pennsylvania
$43.9M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$436M
2
HNB
2
Huntington National Bank
Ohio
$22.4M
3
SMM
3
Stadion Money Management
Georgia
$252M
4
PFG
4
Pacific Financial Group
Washington
$3.23M
5
Bessemer Group
5
Bessemer Group
New Jersey
$199M
Name Holding Trade Value Shares
Change 		Shares
Change %
TCM
301
Telos Capital Management
California
$862K +$110K +2,010 +15%
RP
302
Reinhart Partners
Wisconsin
$858K -$136K -2,494 -14%
MFW
303
Meristem Family Wealth
Minnesota
$844K – – –
EWM
304
Evermay Wealth Management
Virginia
$844K +$844K +15,462 New
DY
305
Dowling & Yahnke
California
$821K -$21.8K -400 -3%
NCM
306
Novare Capital Management
North Carolina
$817K +$90.1K +1,650 +12%
PFM
307
Parsec Financial Management
North Carolina
$816K +$4.47K +82 +0.6%
EFS
308
Essex Financial Services
Connecticut
$810K +$25K +458 +3%
BAM
309
Boyar Asset Management
New York
$802K +$375K +6,882 +88%
PFP
310
Pinnacle Financial Partners
Tennessee
$797K +$389K +7,130 +95%
WCWM
311
Wooster Corthell Wealth Management
Connecticut
$794K -$5.35K -98 -0.7%
OCG
312
Opus Capital Group
Ohio
$788K +$788K +14,450 New
HIMCH
313
Hartford Investment Management Co (HIMCO)
Connecticut
$756K +$170K +3,120 +29%
HCM
314
Hodges Capital Management
Texas
$737K +$251K +4,600 +52%
HSBC Holdings
315
HSBC Holdings
United Kingdom
$720K -$186K -3,400 -20%
WWM
316
Willingdon Wealth Management
North Carolina
$717K +$717K +13,140 New
SSB
317
Sandy Spring Bank
Maryland
$708K -$10.4M -191,546 -94%
TH
318
TCTC Holdings
Texas
$701K – – –
LWCFA
319
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$699K +$686K +12,570 +5,238%
OMC
320
Overbrook Management Corp
New York
$697K +$697K +12,770 New
CAM
321
Congress Asset Management
Massachusetts
$680K -$102K -1,864 -13%
PP
322
PDT Partners
New York
$677K +$677K +12,400 New
Schroder Investment Management Group
323
Schroder Investment Management Group
United Kingdom
$671K – – –
TYCC
324
Texas Yale Capital Corp
Florida
$666K – – –
KIA
325
KCM Investment Advisors
California
$659K +$9.27K +170 +1%
11 12
13
14 15