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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 %
HSA
326
HBK Sorce Advisory
Pennsylvania
$643K +$5.79K +106 +0.9%
ST
327
Somerset Trust
Pennsylvania
$641K +$641K +11,756 New
TTWM
328
TCV Trust & Wealth Management
Virginia
$639K – – –
DCM
329
Donaldson Capital Management
Indiana
$633K +$133K +2,442 +27%
NCM
330
Narwhal Capital Management
Georgia
$621K +$269K +4,940 +77%
PCM
331
Parsons Capital Management
Rhode Island
$619K +$27.3K +500 +5%
OA
332
Oxbow Advisors
Texas
$613K -$761K -13,930 -55%
BBHC
333
Brown Brothers Harriman & Co
New York
$610K +$475K +8,700 +351%
CIC
334
Carnegie Investment Counsel
Ohio
$606K – – –
PTB
335
Pioneer Trust Bank
Oregon
$602K +$8.72K +160 +1%
Verition Fund Management
336
Verition Fund Management
Connecticut
$587K +$587K +10,758 New
LA
337
Leonetti & Associates
Illinois
$571K -$39.4K -722 -6%
AL
338
Aspiriant LLC
California
$569K +$569K +10,428 New
BOS
339
Bingham Osborn & Scarborough
California
$555K +$200K +3,674 +57%
ANB
340
Amarillo National Bank
Texas
$554K +$5.46K +100 +1%
HFS
341
HL Financial Services
Kentucky
$550K -$59.4K -1,088 -10%
PL
342
Parthenon LLC
Kentucky
$550K +$65.5K +1,200 +14%
M
343
MOTCO
Texas
$539K -$35.4K -650 -6%
CBB
344
Citizens Business Bank
California
$539K +$101K +1,854 +23%
WSA
345
Willow Street Advisors
Florida
$535K – – –
MBT
346
Montecito Bank & Trust
California
$527K +$527K +9,652 New
William Blair & Company
347
William Blair & Company
Illinois
$526K +$118K +2,156 +29%
NES
348
New England Securities
New York
$522K +$334K +6,110 +177%
BFA
349
Beaumont Financial Advisors
Massachusetts
$518K -$655 -12 -0.1%
PWS
350
Peloton Wealth Strategists
Indiana
$514K +$16.4K +300 +3%
12 13
14
15 16