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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 %
DIP
76
DT Investment Partners
Pennsylvania
$16.1M -$657K -12,032 -4%
QAM
77
QCI Asset Management
New York
$16M -$316K -5,792 -2%
BIM
78
Bridges Investment Management
Nebraska
$15.8M +$475K +8,704 +3%
BOS
79
Bank of Stockton
California
$15.2M +$253K +4,642 +2%
SG Americas Securities
80
SG Americas Securities
New York
$15.1M -$1.3M -23,878 -8%
Chevy Chase Trust
81
Chevy Chase Trust
Maryland
$14.6M +$1.15M +21,026 +9%
TCT
82
TIAA CREF Trust
Missouri
$14.4M +$3.03M +55,602 +27%
FNBOH
83
First National Bank of Hutchinson
Kansas
$13.4M -$161K -2,956 -1%
HRIA
84
Haberer Registered Investment Advisor
Ohio
$13.3M -$3.08M -56,426 -19%
SIC
85
Sigma Investment Counselors
Michigan
$13.3M -$459K -8,418 -3%
TPSF
86
Texas Permanent School Fund
Texas
$12.8M -$633K -11,600 -5%
EMA
87
Efficient Market Advisors
California
$12.7M +$399K +7,310 +3%
CFS
88
Community Financial System
New York
$12.4M -$1.5M -27,540 -11%
PP
89
Pension Partners
New York
$12.4M +$12.4M +226,300 New
JWBC
90
J.W. Burns & Co
New York
$12M -$154K -2,816 -1%
GT
91
Greenleaf Trust
Michigan
$11.8M +$374K +6,856 +3%
JPMPWA
92
J.P. Morgan Private Wealth Advisors
California
$11.3M +$1.65M +30,302 +17%
PMG
93
ProVise Management Group
Florida
$11.2M -$587K -10,760 -5%
PHAM
94
Palisades Hudson Asset Management
Florida
$11.1M -$744K -13,626 -6%
GT
95
Glenmede Trust
Pennsylvania
$11.1M +$834K +15,282 +8%
SGAM
96
Steinberg Global Asset Management
Florida
$10.9M -$78K -1,430 -0.7%
Ameriprise
97
Ameriprise
Minnesota
$10.8M +$490K +8,986 +5%
BFO
98
Boston Family Office
Massachusetts
$10.5M -$76.4K -1,400 -0.7%
CNB
99
City National Bank
California
$10.1M -$274K -5,016 -3%
Cambridge Investment Research Advisors
100
Cambridge Investment Research Advisors
Iowa
$10.1M +$3.54M +64,826 +54%
2 3
4
5 6