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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 %
CFA
351
Cahill Financial Advisors
Minnesota
$513K +$513K +9,392 New
CT
352
Coastline Trust
Rhode Island
$510K +$21.3K +390 +4%
HH
353
Hilltop Holdings
Texas
$506K +$72K +1,320 +17%
PJSIMP
354
P.J. Schmidt Investment Management (PJS)
Wisconsin
$487K +$487K +8,924 New
JA
355
JOYN Advisors
Georgia
$486K +$464K +8,500 +2,125%
HCMT
356
Highland Capital Management (Tennessee)
Tennessee
$482K – – –
HCM
357
Harvest Capital Management
New Hampshire
$476K – – –
Brown Advisory
358
Brown Advisory
Maryland
$471K -$56.9K -1,044 -11%
MA
359
Montag & Associates
Georgia
$468K +$102K +1,860 +28%
DSC
360
Duncker Streett & Co
Missouri
$466K +$156K +2,848 +50%
FHA
361
First Horizon Advisors
Tennessee
$463K -$15.3K -280 -3%
FT
362
Fiduciary Trust
Massachusetts
$454K – – –
CCT
363
Capital City Trust
Florida
$452K -$1.01M -18,600 -69%
WTC
364
WhitTier Trust Company
Nevada
$452K -$6.01K -110 -1%
BHBT
365
Burke & Herbert Bank & Trust
Virginia
$451K +$31.3K +574 +7%
HB
366
Homrich & Berg
Georgia
$445K +$445K +8,148 New
BCM
367
Brookmont Capital Management
Texas
$443K -$2.18K -40 -0.5%
PA
368
Planning Alternatives
Michigan
$439K -$229K -4,206 -34%
AIA
369
Alerus Investment Advisors
Minnesota
$435K +$50.6K +994 +13%
VF
370
Virtu Financial
New York
$435K +$176K +3,230 +68%
P
371
Pitcairn
Pennsylvania
$430K +$24K +440 +6%
BG
372
Bahl & Gaynor
Ohio
$419K +$8.74K +160 +2%
TIA
373
Tiemann Investment Advisors
California
$419K +$419K +7,670 New
1IA
374
1834 Investment Advisors
Wisconsin
$417K -$26.4K -484 -6%
PO
375
Private Ocean
California
$413K +$413K +7,562 New
13 14
15
16 17