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iShares Core S&P Small-Cap ETF
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Overview Fund Activity

526 hedge funds and large institutions have $8.58B invested in iShares Core S&P Small-Cap ETF in 2014 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 203 increasing their positions, 207 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
526
Holders Change
-1
Holders Change %
-0.19%
% of All Funds
15.2%
Holding in Top 10
70
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.78%
% of All Funds
2.02%
New
39
Increased
203
Reduced
207
Closed
37
Calls
$25.3M
Puts
$15.9M
Net Calls
+$9.38M
Net Calls Change
+$109M

Top Buyers

1
U
1
UBS
Switzerland
$261M
2
Deutsche Bank
2
Deutsche Bank
Germany
$173M
3
Goldman Sachs
3
Goldman Sachs
New York
$204M
4
BFA
4
BlackRock Fund Advisors
California
$56.9M
5
BIT
5
BlackRock Institutional Trust
California
$33.4M

Top Sellers

1
State Street
1
State Street
Massachusetts
$140M
2
AFS
2
Aft Forsyth & Sober
Florida
$23.3M
3
Invesco
3
Invesco
Georgia
$1.51M
4
Wells Fargo
4
Wells Fargo
California
$1.74B
5
LPL Financial
5
LPL Financial
California
$225M
Name Holding Trade Value Shares
Change 		Shares
Change %
DIP
76
DT Investment Partners
Pennsylvania
$15.4M -$894K -16,240 -5%
EMA
77
Efficient Market Advisors
California
$14.3M +$1.43M +25,994 +11%
FNBOH
78
First National Bank of Hutchinson
Kansas
$14.2M +$730K +13,264 +5%
BIM
79
BlackRock Investment Management
Delaware
$14.2M -$14.7M -266,948 -51%
SIC
80
Sigma Investment Counselors
Michigan
$14M +$567K +10,296 +4%
JPMPWA
81
J.P. Morgan Private Wealth Advisors
California
$12.7M +$1.27M +22,982 +11%
AAS
82
Annex Advisory Services
Wisconsin
$12.7M +$3.31M +60,048 +35%
HRIA
83
Haberer Registered Investment Advisor
Ohio
$12.4M -$968K -17,582 -7%
BTS
84
BB&T Securities
Virginia
$12.2M -$4.54M -8,242 -27%
LSERS
85
Louisiana State Employees Retirement System
Louisiana
$12M +$2.11M +38,400 +21%
GT
86
Greenleaf Trust
Michigan
$11.9M +$44.1K +800 +0.4%
Cambridge Investment Research Advisors
87
Cambridge Investment Research Advisors
Iowa
$11.6M +$1.45M +26,364 +14%
RJA
88
Raymond James & Associates
Florida
$11.5M +$2.34M +42,496 +26%
WTNA
89
Wilmington Trust National Association
Delaware
$11.3M +$1.86M +33,710 +20%
GT
90
Glenmede Trust
Pennsylvania
$11.2M -$36.7K -666 -0.3%
WCF
91
West Coast Financial
California
$11M +$11M +199,424 New
PMG
92
ProVise Management Group
Florida
$10.8M -$516K -9,376 -5%
PHAM
93
Palisades Hudson Asset Management
Florida
$10.8M -$382K -6,938 -3%
TRCT
94
Tower Research Capital (TRC)
New York
$10.7M +$3.04M +55,166 +40%
SGAM
95
Steinberg Global Asset Management
Florida
$10.7M -$328K -5,950 -3%
CNB
96
City National Bank
California
$10.6M +$382K +6,934 +4%
AIG
97
American International Group
New York
$10.4M +$2.52M +45,784 +32%
BFO
98
Boston Family Office
Massachusetts
$10.4M -$203K -3,680 -2%
Ameriprise
99
Ameriprise
Minnesota
$10.3M -$549K -9,978 -5%
TPSF
100
Texas Permanent School Fund
Texas
$10M -$2.82M -51,206 -22%
2 3
4
5 6