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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 %
IAA
451
Ironsides Asset Advisors
North Carolina
$203K +$203K +3,624 New
PCA
452
Peddock Capital Advisors
Massachusetts
$202K +$202K +3,600 New
AWM
453
Affinity Wealth Management
Delaware
$202K +$202K +3,606 New
Bessemer Group
454
Bessemer Group
New Jersey
$196K -$205M -3,651,974 -100%
PFG
455
Pacific Financial Group
Washington
$192K -$72.8K -1,298 -27%
AC
456
Alexandria Capital
Virginia
$191K -$22.3K -398 -10%
CHC
457
City Holding Co
West Virginia
$190K +$529 +10 +0.3%
PSI
458
Pinnacle Summer Investments
Virginia
$187K -$9.32K -172 -5%
SF
459
Synovus Financial
Georgia
$179K – – –
WTB
460
Washington Trust Bank
Washington
$174K – – –
CAL
461
Capital Advisors Ltd
Ohio
$169K +$224 +4 +0.1%
1IC
462
1919 Investment Counsel
Maryland
$145K – – –
MWP
463
MYCIO Wealth Partners
Pennsylvania
$134K -$46.1K -824 -26%
HCP
464
Holt Capital Partners
Texas
$121K +$8.96K +160 +8%
KTC
465
Kistler-Tiffany Companies
Pennsylvania
$116K – – –
TSW
466
Thompson Siegel & Walmsley
Virginia
$97K – – –
SFSIG
467
San Francisco Sentry Investment Group
California
$97K +$26.4K +470 +37%
CG
468
Colony Group
Massachusetts
$95K -$71.4K -1,270 -43%
BC
469
Bartlett & Co
Ohio
$95K – – –
JFGIW
470
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$93K -$20.2K -360 -18%
FNBSF
471
First National Bank Sioux Falls
South Dakota
$91K – – –
WCM
472
Wealthcare Capital Management
Virginia
$84K – – –
VCM
473
Vigilant Capital Management
Maine
$84K – – –
MCM
474
Manchester Capital Management
Vermont
$82K – – –
GAM
475
Gemmer Asset Management
California
$82K +$82K +1,470 New
17 18
19
20 21