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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 %
FBNAT
51
FirstMerit Bank N.A. Trustee
Ohio
$21.1M -$595K -11,930 -3%
Truist Financial
52
Truist Financial
North Carolina
$20.9M +$2.02M +40,414 +11%
Envestnet Asset Management
53
Envestnet Asset Management
Illinois
$20.2M +$6.04M +121,056 +43%
V
54
Veritable
Delaware
$19.8M +$153K +3,058 +0.8%
APCM
55
Alaska Permanent Capital Management
Alaska
$19.4M +$944K +18,910 +5%
CIA
56
Choate Investment Advisors
Massachusetts
$19.2M +$4.29M +85,914 +29%
BHWM
57
Bar Harbor Wealth Management
New Hampshire
$18.7M -$283K -5,670 -1%
BF
58
BOK Financial
Oklahoma
$18.4M +$249K +4,984 +1%
CTA
59
Chesley Taft & Associates
Illinois
$18.1M +$551K +11,050 +3%
HNB
60
Huntington National Bank
Ohio
$18.1M -$13.4M – –
TCOTO
61
Trust Company of the Ozarks
Missouri
$17.8M -$129K -2,584 -0.7%
Northwestern Mutual Wealth Management
62
Northwestern Mutual Wealth Management
Wisconsin
$17.8M +$1.34M +26,768 +8%
HW
63
Hancock Whitney
Mississippi
$17.7M -$4.41M -88,376 -20%
PFG
64
Pacific Financial Group
Washington
$16.9M +$11.1M +222,104 +191%
TFA
65
Transamerica Financial Advisors
Florida
$16.6M -$219K -4,386 -1%
Creative Planning
66
Creative Planning
Kansas
$16.6M +$489K +9,798 +3%
HL
67
HeadInvest LLC
Maine
$16M -$1.2M -23,970 -7%
BTS
68
BB&T Securities
Virginia
$15.9M +$3.42M +6,862 +27%
DIP
69
DT Investment Partners
Pennsylvania
$15.4M +$1.84M +36,776 +14%
LPT
70
Legacy Private Trust
Wisconsin
$15.3M -$808K -16,196 -5%
HRIA
71
Haberer Registered Investment Advisor
Ohio
$15M -$5.24M -104,940 -26%
SG Americas Securities
72
SG Americas Securities
New York
$15M +$15M +299,880 New
QAM
73
QCI Asset Management
New York
$14.9M +$123K +2,472 +0.8%
B
74
Baird
Wisconsin
$14.6M +$1.48M +29,668 +11%
BIM
75
Bridges Investment Management
Nebraska
$14M +$176K +3,528 +1%
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3
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