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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 %
BOS
76
Bank of Stockton
California
$13.7M +$711K +14,240 +5%
CFS
77
Community Financial System
New York
$12.7M -$300K -6,016 -2%
SIC
78
Sigma Investment Counselors
Michigan
$12.6M +$104K +2,088 +0.8%
FNBOH
79
First National Bank of Hutchinson
Kansas
$12.4M -$12.2M -244,812 -50%
Chevy Chase Trust
80
Chevy Chase Trust
Maryland
$12.3M +$2.55M +51,060 +26%
TPSF
81
Texas Permanent School Fund
Texas
$12.2M – – –
UCFA
82
United Capital Financial Advisors
Texas
$12.1M +$771K +15,460 +7%
NA
83
Nottingham Advisors
New York
$11.8M -$77.2K -1,548 -0.6%
EMA
84
Efficient Market Advisors
California
$11.3M +$2.47M +49,564 +28%
JWBC
85
J.W. Burns & Co
New York
$11.1M +$169K +3,388 +2%
PHAM
86
Palisades Hudson Asset Management
Florida
$10.8M -$110K -2,206 -1%
PMG
87
ProVise Management Group
Florida
$10.8M +$1.13M +22,588 +12%
GT
88
Greenleaf Trust
Michigan
$10.4M +$1.01M +20,228 +11%
TCT
89
TIAA CREF Trust
Missouri
$10.4M +$1.29M +25,918 +14%
BWM
90
Braver Wealth Management
Massachusetts
$10.3M +$513K +10,284 +5%
SSB
91
Sandy Spring Bank
Maryland
$10.2M +$9.6M +192,376 +1,583%
SGAM
92
Steinberg Global Asset Management
Florida
$10.1M -$1.1M -21,956 -10%
BOK
93
Bank of Kentucky
Kentucky
$10M +$140K +2,812 +1%
BFO
94
Boston Family Office
Massachusetts
$9.65M -$50.4K -1,010 -0.5%
CNB
95
City National Bank
California
$9.52M +$94.9K +1,902 +1%
Ameriprise
96
Ameriprise
Minnesota
$9.4M +$1.51M +30,314 +19%
GT
97
Glenmede Trust
Pennsylvania
$9.38M +$176K +3,528 +2%
FCBT
98
First Citizens Bank & Trust
North Carolina
$9.18M +$1.95M +39,168 +27%
STB
99
S&T Bank
Pennsylvania
$9.02M – – –
JPMPWA
100
J.P. Morgan Private Wealth Advisors
California
$8.86M +$2.71M +54,216 +44%
2 3
4
5 6