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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 %
GF
301
Gerstein Fisher
New York
$813K -$944K -17,144 -54%
RFS
302
Rockefeller Financial Services
New York
$804K -$275K -4,988 -25%
SSB
303
Sandy Spring Bank
Maryland
$779K +$64.3K +1,168 +9%
GC
304
Guggenheim Capital
Illinois
$760K -$638K -11,582 -46%
HCM
305
Hollencrest Capital Management
California
$749K -$22.5M -408,050 -97%
WCWM
306
Wooster Corthell Wealth Management
Connecticut
$748K -$53.9K -978 -7%
WWM
307
Willingdon Wealth Management
North Carolina
$729K +$6.27K +114 +0.9%
MP
308
Manifold Partners
California
$717K +$695K +12,614 +3,169%
CFA
309
CT Financial Advisors
Pennsylvania
$716K +$716K +12,140 New
SFT
310
Simmons First Trust
Arkansas
$709K -$1.37M -24,950 -66%
TH
311
TCTC Holdings
Texas
$708K – – –
LWCFA
312
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$705K – – –
CL
313
Choreo LLC
Illinois
$695K +$695K +12,624 New
Two Sigma Investments
314
Two Sigma Investments
New York
$694K -$2.47M -44,802 -78%
DCM
315
Donaldson Capital Management
Indiana
$687K +$48.2K +876 +8%
CBU
316
CIBC Bank USA
Illinois
$684K -$304K -5,514 -31%
RCM
317
Rotella Capital Management
Washington
$678K -$765K -13,886 -53%
Schroder Investment Management Group
318
Schroder Investment Management Group
United Kingdom
$677K – – –
TYCC
319
Texas Yale Capital Corp
Florida
$672K – – –
Carson Wealth (CWM LLC)
320
Carson Wealth (CWM LLC)
Nebraska
$651K -$2.88M -52,314 -82%
ST
321
Somerset Trust
Pennsylvania
$646K -$1.21K -22 -0.2%
TTWM
322
TCV Trust & Wealth Management
Virginia
$645K – – –
OCM
323
One Capital Management
California
$642K +$642K +11,650 New
HSA
324
HBK Sorce Advisory
Pennsylvania
$636K -$12K -218 -2%
BBHC
325
Brown Brothers Harriman & Co
New York
$627K +$11K +200 +2%
11 12
13
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