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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 %
AIM
51
Acropolis Investment Management
Missouri
$24.3M -$3.08M -56,508 -11%
Truist Financial
52
Truist Financial
North Carolina
$23.3M +$483K +8,844 +2%
HCM
53
Hollencrest Capital Management
California
$23M +$23M +421,650 New
FBNAT
54
FirstMerit Bank N.A. Trustee
Ohio
$22.8M -$269K -4,934 -1%
CIA
55
Capital Investment Advisors
Georgia
$22.6M +$22.6M +414,742 New
RIG
56
RiverFront Investment Group
Virginia
$22.6M -$3.22M -59,006 -12%
HNB
57
Huntington National Bank
Ohio
$22.4M -$18.1M – –
APCM
58
Alaska Permanent Capital Management
Alaska
$21.8M +$520K +9,522 +2%
Northwestern Mutual Wealth Management
59
Northwestern Mutual Wealth Management
Wisconsin
$21.6M +$2.12M +38,806 +11%
BF
60
BOK Financial
Oklahoma
$20.9M +$759K +13,912 +4%
LPT
61
Legacy Private Trust
Wisconsin
$20.7M +$4.04M +74,020 +24%
BHWM
62
Bar Harbor Wealth Management
New Hampshire
$20.2M -$325K -5,954 -2%
WT
63
Wilmington Trust
Delaware
$20.1M -$5.44M -99,680 -21%
TCOTO
64
Trust Company of the Ozarks
Missouri
$19.7M +$207K +3,792 +1%
HW
65
Hancock Whitney
Mississippi
$19.4M +$47.8K +876 +0.2%
CIA
66
Choate Investment Advisors
Massachusetts
$19.2M -$1.88M -34,526 -9%
CTA
67
Chesley Taft & Associates
Illinois
$19.1M -$701K -12,846 -4%
V
68
Veritable
Delaware
$19M -$2.61M -47,892 -12%
B
69
Baird
Wisconsin
$18.6M +$2.64M +48,366 +17%
TFA
70
Transamerica Financial Advisors
Florida
$18.3M +$127K +2,332 +0.7%
Creative Planning
71
Creative Planning
Kansas
$18.3M +$166K +3,034 +0.9%
UCFA
72
United Capital Financial Advisors
Texas
$17.9M +$4.67M +85,542 +35%
CS
73
Credit Suisse
Switzerland
$17.6M +$9.71M +177,978 +123%
HL
74
HeadInvest LLC
Maine
$17.1M -$417K -7,640 -2%
BTS
75
BB&T Securities
Virginia
$16.6M -$813K -1,490 -5%
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3
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