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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 %
SNT
401
Security National Trust
West Virginia
$327K -$62.3K -1,140 -16%
PIM
402
Penobscot Investment Management
Massachusetts
$324K +$16.4K +300 +5%
BRWA
403
B. Riley Wealth Advisors
Florida
$319K +$1.64K +30 +0.5%
CSIC
404
Clifford Swan Investment Counsel
California
$318K +$26.8K +492 +9%
ICOA
405
Investment Centers of America
North Dakota
$314K -$999K -20,130 -76%
FWP
406
FAS Wealth Partners
Kansas
$313K +$313K +5,728 New
KA
407
Kovack Advisors
Florida
$309K +$309K +5,670 New
DWT
408
Dorsey & Whitney Trust
South Dakota
$304K – – –
SC
409
Scotia Capital
Ontario, Canada
$299K +$299K +5,486 New
ZF
410
Zhang Financial
Michigan
$298K -$34.9K -640 -10%
PP
411
Patten & Patten
Tennessee
$297K -$199K -3,640 -40%
LIA
412
LS Investment Advisors
Michigan
$296K – – –
UBWV
413
United Bank (West Virginia)
West Virginia
$293K – – –
WC
414
Woodstock Corp
Massachusetts
$292K +$4.14K +76 +1%
DT
415
Diversified Trust
Tennessee
$290K +$290K +5,308 New
AMM
416
American Money Management
California
$288K +$288K +5,280 New
PPA
417
Parametric Portfolio Associates
Washington
$286K +$286K +5,238 New
WSTAM
418
Wilbanks Smith & Thomas Asset Management
Virginia
$271K +$109 +2 +0%
Natixis Advisors
419
Natixis Advisors
Massachusetts
$267K +$30.9K +566 +13%
FAT
420
First American Trust
California
$264K – – –
DC
421
Davenport & Co
Virginia
$262K +$3.82K +70 +1%
NIC
422
Northwest Investment Counselors
Oregon
$260K – – –
MPI
423
Mairs & Power Inc
Minnesota
$256K – – –
MAM
424
Marquette Asset Management
Minnesota
$256K – – –
FMI
425
Fiduciary Management Inc
Wisconsin
$254K +$254K +4,650 New
15 16
17
18 19