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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 %
Lazard Asset Management
76
Lazard Asset Management
New York
$14.8M -$24.5M -437,856 -62%
FNBOH
77
First National Bank of Hutchinson
Kansas
$14.8M +$319K +5,694 +2%
EMA
78
Efficient Market Advisors
California
$14.8M +$270K +4,816 +2%
SIC
79
Sigma Investment Counselors
Michigan
$14.3M +$80.8K +1,442 +0.6%
AAS
80
Annex Advisory Services
Wisconsin
$13.7M +$813K +14,512 +6%
LSERS
81
Louisiana State Employees Retirement System
Louisiana
$13.5M +$1.3M +23,200 +11%
JPMPWA
82
J.P. Morgan Private Wealth Advisors
California
$13.4M +$419K +7,478 +3%
TH
83
Timber Hill
Connecticut
$12.9M +$11.4M +203,076 +742%
WTNA
84
Wilmington Trust National Association
Delaware
$12.6M +$1.13M +20,120 +10%
HRIA
85
Haberer Registered Investment Advisor
Ohio
$12.5M -$160K -2,860 -1%
CS
86
Credit Suisse
Switzerland
$12.3M -$8.01M -142,980 -40%
SSB
87
Sandy Spring Bank
Maryland
$12.2M +$11.4M +203,896 +1,441%
RJA
88
Raymond James & Associates
Florida
$11.9M +$210K +3,752 +2%
1832 Asset Management
89
1832 Asset Management
Ontario, Canada
$11.7M +$2.39M +42,560 +25%
GT
90
Glenmede Trust
Pennsylvania
$11.7M +$352K +6,278 +3%
CW
91
Cobiz Wealth
Colorado
$11.4M +$1.45M +25,944 +15%
SGAM
92
Steinberg Global Asset Management
Florida
$11.4M +$555K +9,898 +5%
Cambridge Investment Research Advisors
93
Cambridge Investment Research Advisors
Iowa
$11.1M -$675K -12,038 -6%
PHAM
94
Palisades Hudson Asset Management
Florida
$11.1M +$72.7K +1,298 +0.7%
WCF
95
West Coast Financial
California
$10.9M -$256K -4,576 -2%
BFO
96
Boston Family Office
Massachusetts
$10.7M +$143K +2,554 +1%
Ameriprise
97
Ameriprise
Minnesota
$10.6M +$60.4K +1,078 +0.6%
TCOV
98
Trust Company of Vermont
Vermont
$10.4M +$267K +4,760 +3%
CIA
99
Choate Investment Advisors
Massachusetts
$10.2M -$6.65M -118,182 -39%
PMG
100
ProVise Management Group
Florida
$10.1M -$882K -15,734 -8%
2 3
4
5 6