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

526 hedge funds and large institutions have $8.58B invested in iShares Core S&P Small-Cap ETF in 2014 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 203 increasing their positions, 207 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
526
Holders Change
-1
Holders Change %
-0.19%
% of All Funds
15.2%
Holding in Top 10
70
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.78%
% of All Funds
2.02%
New
39
Increased
203
Reduced
207
Closed
37
Calls
$25.3M
Puts
$15.9M
Net Calls
+$9.38M
Net Calls Change
+$109M

Top Buyers

1
U
UBS
Switzerland
$261M
2
Deutsche Bank
Deutsche Bank
Germany
$173M
3
Goldman Sachs
Goldman Sachs
New York
$204M
4
BFA
BlackRock Fund Advisors
California
$56.9M
5
BIT
BlackRock Institutional Trust
California
$33.4M

Top Sellers

1
State Street
State Street
Massachusetts
$140M
2
AFS
Aft Forsyth & Sober
Florida
$23.3M
3
Invesco
Invesco
Georgia
$1.51M
4
Wells Fargo
Wells Fargo
California
$1.74B
5
LPL Financial
LPL Financial
California
$225M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFS
401
Prospera Financial Services
Texas
$339K -$51.6K -938 -13%
ST
402
Stifel Trust
Missouri
$331K – – –
BAS
403
Brown Advisory Securities
Maryland
$330K -$9.44K -172 -3%
SNT
404
Security National Trust
West Virginia
$330K – – –
MBT
405
Montecito Bank & Trust
California
$329K -$203K -3,682 -38%
G
406
GlobalBridge
Minnesota
$329K +$110K +1,994 +50%
BFC
407
Blue Fin Capital
Rhode Island
$328K -$60.6K -1,100 -16%
Fayez Sarofim & Co
408
Fayez Sarofim & Co
Texas
$325K -$47.8K -866 -13%
BPBT
409
Boston Private Bank & Trust
Massachusetts
$325K -$16.4K -298 -5%
BHTS
410
Bar Harbor Trust Services
Maine
$324K -$14.9K -270 -4%
MC
411
Moors & Cabot
Massachusetts
$323K +$323K +5,860 New
CSIC
412
Clifford Swan Investment Counsel
California
$321K – – –
PAM
413
Premier Asset Management
Illinois
$321K +$81.9K +1,490 +34%
KA
414
Kovack Advisors
Florida
$319K +$20.9K +398 +7%
PP
415
Patten & Patten
Tennessee
$316K +$16.5K +300 +6%
PPA
416
Parametric Portfolio Associates
Washington
$316K +$27.2K +494 +9%
BOS
417
Bingham Osborn & Scarborough
California
$315K -$245K -4,446 -44%
HIMCH
418
Hartford Investment Management Co (HIMCO)
Connecticut
$314K -$448K -8,140 -59%
ZF
419
Zhang Financial
Michigan
$301K – – –
LIA
420
LS Investment Advisors
Michigan
$299K – – –
DWT
421
Dorsey & Whitney Trust
South Dakota
$296K -$11K -200 -4%
DC
422
Davenport & Co
Virginia
$291K +$26.4K +480 +10%
EWM
423
Empirical Wealth Management
Washington
$290K +$290K +5,274 New
CD
424
Carl Domino
Florida
$288K +$288K +5,236 New
I
425
IberiaBank
Louisiana
$287K +$48.8K +888 +20%
15 16
17
18 19