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

452 hedge funds and large institutions have $7.23B invested in iShares Core S&P Small-Cap ETF in 2013 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 194 increasing their positions, 136 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
452
Holders Change
+21
Holders Change %
+4.87%
% of All Funds
14.66%
Holding in Top 10
63
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.08%
% of All Funds
2.04%
New
44
Increased
194
Reduced
136
Closed
20
Calls
$263M
Puts
$386M
Net Calls
-$123M
Net Calls Change
-$136M

Top Buyers

1
Bessemer Group
1
Bessemer Group
New Jersey
$192M
2
Morgan Stanley
2
Morgan Stanley
New York
$456M
3
Goldman Sachs
3
Goldman Sachs
New York
$123M
4
LPL Financial
4
LPL Financial
California
$160M
5
Wells Fargo
5
Wells Fargo
California
$1.59B

Top Sellers

1
CS
1
Credit Suisse
Switzerland
$7.22M
2
Deutsche Bank
2
Deutsche Bank
Germany
$84.8M
3
HTC
3
Haverford Trust Company
Pennsylvania
$0
4
American Century Companies
4
American Century Companies
Missouri
$0
5
USAA
5
United Services Automobile Association
Texas
$53.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
Fifth Third Bancorp
26
Fifth Third Bancorp
Ohio
$44.8M +$894K +17,908 +2%
Invesco
27
Invesco
Georgia
$41M +$24.3M +487,638 +146%
DWM
28
Destination Wealth Management
California
$35.7M -$163K -3,276 -0.5%
Principal Financial Group
29
Principal Financial Group
Iowa
$35.5M +$1.88M +37,780 +6%
Bank of Montreal
30
Bank of Montreal
Ontario, Canada
$35.1M -$542K -10,854 -2%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$34.2M +$5.4M +108,150 +19%
NG
32
NatWest Group
United Kingdom
$34.1M +$588K +11,774 +2%
Lazard Asset Management
33
Lazard Asset Management
New York
$33.1M -$1.77M -35,500 -5%
MA
34
MUFG Americas
New York
$32.1M +$5.16M +103,446 +19%
GHA
35
GW Henssler & Associates
Georgia
$32M -$54.1K -1,084 -0.2%
Commonwealth Equity Services
36
Commonwealth Equity Services
Massachusetts
$32M +$631K +12,654 +2%
WF
37
WealthTrust Fairport
Ohio
$29.1M +$11.7M +234,656 +67%
Prudential Financial
38
Prudential Financial
New Jersey
$28.5M +$4.39M +88,000 +18%
CI
39
Conning Inc
Connecticut
$26.4M +$31.9K +640 +0.1%
KWILP
40
Kiwi Wealth Investments Limited Partnership
New Zealand
$25.6M +$1.81M +36,354 +8%
BIM
41
BlackRock Investment Management
Delaware
$25.2M +$1.53M +30,748 +6%
JPMorgan Chase & Co
42
JPMorgan Chase & Co
New York
$25M -$2.49M -49,928 -9%
AIM
43
Acropolis Investment Management
Missouri
$25M -$1.79M -35,886 -7%
TAT
44
TD Ameritrade Trust
Colorado
$24.1M +$771K +15,446 +3%
RIG
45
RiverFront Investment Group
Virginia
$23.6M -$6.25M -125,196 -21%
WT
46
Wilmington Trust
Delaware
$23.4M -$445K -8,908 -2%
BP
47
Ballentine Partners
Massachusetts
$23.3M +$3.29K +66 +0%
BSB
48
Bangor Savings Bank
Maine
$23.1M -$84.9K -1,702 -0.4%
BFA
49
BlackRock Fund Advisors
California
$22.9M +$635K +12,722 +3%
MS
50
Madison Scottsdale
Arizona
$22.4M +$771K +15,462 +4%
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