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

519 hedge funds and large institutions have $8.15B invested in iShares Core S&P Small-Cap ETF in 2014 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 190 increasing their positions, 202 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
519
Holders Change
-7
Holders Change %
-1.33%
% of All Funds
14.93%
Holding in Top 10
65
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-7.14%
% of All Funds
1.87%
New
33
Increased
190
Reduced
202
Closed
35
Calls
$19.7M
Puts
$7.48M
Net Calls
+$12.3M
Net Calls Change
+$2.87M

Top Buyers

1
Citigroup
1
Citigroup
New York
$200M
2
Bank of America
2
Bank of America
North Carolina
$585M
3
AFS
3
Aft Forsyth & Sober
Florida
$38.2M
4
CNB
4
City National Bank
California
$22.4M
5
SSB
5
Sandy Spring Bank
Maryland
$12.2M

Top Sellers

1
Bessemer Group
1
Bessemer Group
New Jersey
$196K
2
LPL Financial
2
LPL Financial
California
$127M
3
Public Sector Pension Investment Board (PSP Investments)
3
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$36.6M
4
U
4
UBS
Switzerland
$170M
5
Deutsche Bank
5
Deutsche Bank
Germany
$86.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
VKH
426
Virtu KCG Holdings
New York
$244K +$244K +4,360 New
MWR
427
McAdams Wright Ragen
Washington
$244K +$244K +4,362 New
PAS
428
Partnervest Advisory Services
California
$243K +$200K +3,566 +461%
CWM
429
Cranbrook Wealth Management
Michigan
$240K – – –
NGA
430
Naples Global Advisors
Florida
$235K – – –
IF
431
IRON Financial
Illinois
$234K +$234K +4,168 New
P
432
Pitcairn
Pennsylvania
$233K -$142K -2,544 -38%
CS
433
Cannell & Spears
New York
$233K – – –
BWFA
434
Baltimore-Washington Financial Advisors
Maryland
$233K +$82.4K +1,470 +55%
WC
435
Woodstock Corp
Massachusetts
$231K – – –
TFCP
436
Twin Focus Capital Partners
Massachusetts
$228K – – –
T
437
Thomaspartners
Massachusetts
$227K – – –
EWM
438
Evercore Wealth Management
New York
$224K – – –
FWP
439
FAS Wealth Partners
Kansas
$222K -$5.38K -96 -2%
TSWM
440
Triangle Securities Wealth Management
North Carolina
$222K +$222K +3,960 New
MCWS
441
McKinley Carter Wealth Services
West Virginia
$221K +$221K +3,948 New
RNS
442
Robert N. Shapiro
$217K – – –
SCA
443
Stonebridge Capital Advisors
Minnesota
$217K +$217K +3,868 New
RIG
444
Renaissance Investment Group
Massachusetts
$213K – – –
BFC
445
Blue Fin Capital
Rhode Island
$211K -$123K -2,190 -37%
UBWV
446
United Bank (West Virginia)
West Virginia
$211K -$10.6K -188 -5%
RC
447
RegentAtlantic Capital
New Jersey
$208K – – –
LWM
448
LBA Wealth Management
Florida
$207K – – –
SMG
449
Spectrum Management Group
Indiana
$204K – – –
TNB
450
Thomasville National Bank
Georgia
$203K +$203K +3,622 New
16 17
18
19 20