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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 %
BP
51
Ballentine Partners
Massachusetts
$25.6M +$480K +8,558 +2%
AIM
52
Acropolis Investment Management
Missouri
$24.7M -$871K -15,548 -3%
CIA
53
Capital Investment Advisors
Georgia
$24M +$104K +1,854 +0.4%
FBNAT
54
FirstMerit Bank N.A. Trustee
Ohio
$23.5M -$70.6K -1,260 -0.3%
CNB
55
City National Bank
California
$22.4M +$11.6M +207,754 +108%
CTA
56
Chesley Taft & Associates
Illinois
$22.4M +$2.47M +44,160 +12%
TCOTO
57
Trust Company of the Ozarks
Missouri
$21M +$134K +2,394 +0.6%
UCFA
58
United Capital Financial Advisors
Texas
$20.9M +$557K +9,936 +3%
APCM
59
Alaska Permanent Capital Management
Alaska
$20.6M -$186K -3,318 -0.9%
BHWM
60
Bar Harbor Wealth Management
New Hampshire
$20.5M -$288K -5,142 -1%
TFA
61
Transamerica Financial Advisors
Florida
$20.1M +$1.62M +28,888 +9%
WT
62
Wilmington Trust
Delaware
$19.5M +$3.33M +59,420 +21%
B
63
Baird
Wisconsin
$19.4M +$928K +16,566 +5%
V
64
Veritable
Delaware
$19.1M -$326K -5,822 -2%
HL
65
HeadInvest LLC
Maine
$18.2M +$816K +14,558 +5%
Creative Planning
66
Creative Planning
Kansas
$18M -$349K -6,234 -2%
TCT
67
TIAA CREF Trust
Missouri
$17.3M +$1.02M +18,214 +6%
DIP
68
DT Investment Partners
Pennsylvania
$17M +$1.37M +24,518 +9%
HW
69
Hancock Whitney
Mississippi
$16.5M -$1.13M -20,092 -6%
BF
70
BOK Financial
Oklahoma
$16.5M -$4.61M -82,230 -22%
BIM
71
Bridges Investment Management
Nebraska
$16.4M +$347K +6,200 +2%
BOS
72
Bank of Stockton
California
$15.9M +$132K +2,354 +0.8%
Susquehanna International Group
73
Susquehanna International Group
Pennsylvania
$15.7M +$5.54M +98,840 +54%
BIM
74
BlackRock Investment Management
Delaware
$15.2M +$822K +14,664 +6%
Chevy Chase Trust
75
Chevy Chase Trust
Maryland
$14.9M -$1.06M -18,926 -7%
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3
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