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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 %
WSTAM
376
Wilbanks Smith & Thomas Asset Management
Virginia
$247K +$100 +2 +0%
FAT
377
First American Trust
California
$241K -$47.9K -960 -17%
RBC
378
Ronald Blue & Co
Georgia
$239K +$239K +4,782 New
NIC
379
Northwest Investment Counselors
Oregon
$238K – – –
VF
380
Virtu Financial
New York
$237K +$237K +4,744 New
DC
381
Davenport & Co
Virginia
$236K +$2.5K +50 +1%
MAM
382
Marquette Asset Management
Minnesota
$234K -$699 -14 -0.3%
MPI
383
Mairs & Power Inc
Minnesota
$234K +$234K +4,690 New
NL
384
NWAM LLC
Washington
$229K -$3.2K -64 -1%
WS
385
Wedbush Securities
California
$228K – – –
Mariner
386
Mariner
Kansas
$227K -$211K -4,232 -48%
WIL
387
Winifred I. Li
$221K – – –
TSWM
388
Triangle Securities Wealth Management
North Carolina
$221K – – –
Neuberger Berman Group
389
Neuberger Berman Group
New York
$218K -$7.38K -148 -3%
AC
390
Alexandria Capital
Virginia
$218K +$100 +2 +0%
TFCP
391
Twin Focus Capital Partners
Massachusetts
$218K +$218K +4,366 New
PAM
392
Premier Asset Management
Illinois
$217K +$217K +4,350 New
Natixis Advisors
393
Natixis Advisors
Massachusetts
$216K -$45.5K -912 -17%
RNS
394
Robert N. Shapiro
$210K +$210K +4,200 New
CS
395
Cannell & Spears
New York
$207K +$207K +4,158 New
AWA
396
AmeriServ Wealth Advisors
Pennsylvania
$203K +$203K +4,060 New
T
397
Thomaspartners
Massachusetts
$202K – – –
EWM
398
Evercore Wealth Management
New York
$200K -$40K -800 -17%
WA
399
WFG Advisors
Texas
$174K -$11.4K -228 -6%
NES
400
New England Securities
New York
$172K +$54.2K +1,088 +46%
14 15
16
17 18