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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 %
NEAM
101
New England Asset Management
Connecticut
$8.83M – – –
TCM
102
Twele Capital Management
Minnesota
$8.82M – – –
TCOV
103
Trust Company of Vermont
Vermont
$8.73M +$155K +3,102 +2%
RJA
104
Raymond James & Associates
Florida
$8.58M -$1.18M -23,744 -12%
WSFS
105
Wilmington Savings Fund Society
Delaware
$8.17M +$90.2K +1,808 +1%
GG
106
Gofen & Glossberg
Illinois
$8.14M -$59.3K -1,188 -0.7%
AAS
107
Annex Advisory Services
Wisconsin
$7.75M +$1.78M +35,614 +30%
AIG
108
American International Group
New York
$7.55M +$3.92M +78,624 +108%
AssetMark Inc
109
AssetMark Inc
California
$7.5M +$7.5M +150,312 New
CS
110
Credit Suisse
Switzerland
$7.22M -$131M -2,622,136 -95%
CCM
111
Condor Capital Management
New Jersey
$7.2M +$321K +6,440 +5%
HJA
112
Hugh Johnson Advisors
New York
$7.07M +$261K +5,222 +4%
PAM
113
Peninsula Asset Management
Florida
$7.06M +$43.9K +880 +0.6%
COPPSERS
114
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$6.97M +$466K +9,332 +7%
FHB
115
First Hawaiian Bank
Hawaii
$6.89M -$56.9K -1,140 -0.8%
BG
116
BlackRock Group
United Kingdom
$6.82M -$919K -18,428 -12%
WTNA
117
Wilmington Trust National Association
Delaware
$6.79M +$946K +18,964 +16%
CI
118
Chartist Inc
California
$6.71M -$232K -4,622 -3%
BFM
119
Boston Financial Management
Massachusetts
$6.64M +$382K +7,662 +6%
CTC
120
Central Trust Company
Missouri
$6.59M -$10.9K -218 -0.2%
AI
121
Atria Investments
North Carolina
$6.38M +$1.36M +27,208 +27%
JMFC
122
J.M. Forbes & Co
Massachusetts
$6.37M +$92.2K +1,848 +1%
RJFSA
123
Raymond James Financial Services Advisors
Florida
$6.24M +$1.29M +25,904 +26%
JWM
124
Jacobus Wealth Management
Wisconsin
$6.2M +$231K +4,620 +4%
Jones Financial Companies
125
Jones Financial Companies
Missouri
$6.13M +$296K +5,938 +5%
3 4
5
6 7