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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 %
MCC
426
Mid Continent Capital
Illinois
$253K -$264K -4,860 -51%
PG
427
PEAK6 Group
Illinois
$251K +$251K +4,600 New
NL
428
NWAM LLC
Washington
$246K -$4.15K -76 -2%
SYBT
429
Stock Yards Bank & Trust
Kentucky
$245K +$245K +4,488 New
WIL
430
Winifred I. Li
$241K – – –
PAM
431
Premier Asset Management
Illinois
$237K – – –
I
432
IberiaBank
Louisiana
$236K +$236K +4,332 New
HCM
433
Howland Capital Management
Massachusetts
$235K +$235K +4,300 New
WS
434
Wedbush Securities
California
$234K -$15.3K -280 -6%
T
435
TradeWorx
New Jersey
$233K +$233K +4,258 New
AFG
436
Arkansas Financial Group
Arkansas
$230K +$230K +4,220 New
NGA
437
Naples Global Advisors
Florida
$229K +$229K +4,190 New
CS
438
Cannell & Spears
New York
$227K – – –
MG
439
Mather Group
Illinois
$227K +$227K +4,152 New
IF
440
IRON Financial
Illinois
$227K +$227K +4,168 New
TFCP
441
Twin Focus Capital Partners
Massachusetts
$222K -$16.4K -300 -7%
AWA
442
AmeriServ Wealth Advisors
Pennsylvania
$222K – – –
T
443
Thomaspartners
Massachusetts
$221K – – –
RBC
444
Ronald Blue & Co
Georgia
$220K -$41.4K -758 -16%
LWM
445
LBA Wealth Management
Florida
$219K +$219K +4,010 New
AC
446
Alexandria Capital
Virginia
$218K -$20.8K -380 -9%
EWM
447
Evercore Wealth Management
New York
$218K – – –
CSIA
448
Charles Schwab Investment Advisory
California
$218K +$218K +4,004 New
G
449
GlobalBridge
Minnesota
$217K +$217K +3,972 New
TSWM
450
Triangle Securities Wealth Management
North Carolina
$216K -$25.1K -460 -10%
16 17
18
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