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

452 hedge funds and large institutions have $7.23B invested in iShares Core S&P Small-Cap ETF in 2013 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 194 increasing their positions, 136 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
452
Holders Change
+21
Holders Change %
+4.87%
% of All Funds
14.66%
Holding in Top 10
63
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.08%
% of All Funds
2.04%
New
44
Increased
194
Reduced
136
Closed
20
Calls
$263M
Puts
$386M
Net Calls
-$123M
Net Calls Change
-$136M

Top Buyers

1
Bessemer Group
1
Bessemer Group
New Jersey
$192M
2
Morgan Stanley
2
Morgan Stanley
New York
$456M
3
Goldman Sachs
3
Goldman Sachs
New York
$123M
4
LPL Financial
4
LPL Financial
California
$160M
5
Wells Fargo
5
Wells Fargo
California
$1.59B

Top Sellers

1
CS
1
Credit Suisse
Switzerland
$7.22M
2
Deutsche Bank
2
Deutsche Bank
Germany
$84.8M
3
HTC
3
Haverford Trust Company
Pennsylvania
$0
4
American Century Companies
4
American Century Companies
Missouri
$0
5
USAA
5
United Services Automobile Association
Texas
$53.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
BAC
351
Boys Arnold & Co
North Carolina
$343K – – –
RhumbLine Advisers
352
RhumbLine Advisers
Massachusetts
$342K +$342K +6,850 New
MA
353
Montag & Associates
Georgia
$335K +$335K +6,710 New
PFBT
354
Parkside Financial Bank & Trust
Missouri
$333K -$28.3K -568 -8%
TU
355
TDAM USA
Ontario, Canada
$332K +$332K +6,656 New
CAPTRUST Financial Advisors
356
CAPTRUST Financial Advisors
North Carolina
$328K +$82.3K +1,652 +34%
BOS
357
Bingham Osborn & Scarborough
California
$324K +$40K +802 +14%
SS
358
SG Select
Florida
$323K -$30.2K -606 -9%
NCM
359
Narwhal Capital Management
Georgia
$322K – – –
BFA
360
Bragg Financial Advisors
North Carolina
$318K +$318K +6,374 New
BAS
361
Brown Advisory Securities
Maryland
$309K +$8.2K +164 +3%
BHTS
362
Bar Harbor Trust Services
Maine
$307K – – –
ZF
363
Zhang Financial
Michigan
$305K – – –
ST
364
Stifel Trust
Missouri
$300K – – –
BRWA
365
B. Riley Wealth Advisors
Florida
$290K -$234K -4,690 -45%
DSC
366
Duncker Streett & Co
Missouri
$284K +$499 +10 +0.2%
PIM
367
Penobscot Investment Management
Massachusetts
$281K +$281K +5,638 New
DWT
368
Dorsey & Whitney Trust
South Dakota
$278K – – –
BPBT
369
Boston Private Bank & Trust
Massachusetts
$277K – – –
FBA
370
Front Barnett Associates
Illinois
$274K +$30.9K +620 +13%
LIA
371
LS Investment Advisors
Michigan
$271K – – –
UBWV
372
United Bank (West Virginia)
West Virginia
$268K – – –
CSIC
373
Clifford Swan Investment Counsel
California
$266K – – –
WC
374
Woodstock Corp
Massachusetts
$263K +$36.4K +730 +16%
TCOT
375
Trust Company of Toledo
Ohio
$254K -$4.98K -100 -2%
13 14
15
16 17