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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 %
BIC
126
Bridges Investment Counsel
Nebraska
$6.06M -$50.1K -1,004 -0.8%
WRM
127
Westport Resources Management
Connecticut
$6.04M +$794K +15,912 +15%
SBH
128
Segall Bryant & Hamill
Illinois
$6M +$20.1K +402 +0.3%
BIT
129
BlackRock Institutional Trust
California
$5.99M +$5.99M +120,006 New
Cambridge Investment Research Advisors
130
Cambridge Investment Research Advisors
Iowa
$5.96M +$2.5M +50,170 +72%
GIA
131
GHP Investment Advisors
Colorado
$5.96M -$40.2K -806 -0.7%
AIM
132
Aspen Investment Management
Michigan
$5.85M +$18.8K +376 +0.3%
FANJ
133
Financial Architects (New Jersey)
New Jersey
$5.74M +$1.64M +32,940 +40%
CS
134
Comerica Securities
Michigan
$5.59M -$233K -4,666 -4%
LTFS
135
Ladenburg Thalmann Financial Services
Florida
$5.45M +$776K +15,552 +17%
SB
136
Suntrust Banks
Georgia
$5.43M +$177K +3,554 +3%
DADC
137
D.A. Davidson & Co
Montana
$5.35M +$34.8K +698 +0.7%
Retirement Systems of Alabama
138
Retirement Systems of Alabama
Alabama
$5.3M – – –
Carson Wealth (CWM LLC)
139
Carson Wealth (CWM LLC)
Nebraska
$5.28M +$5.28M +105,762 New
RPGK
140
Retirement Planning Group (Kansas)
Kansas
$5.27M +$53.4K +1,070 +1%
FMC
141
First Merchants Corp
Indiana
$5.26M -$77.1K -1,546 -1%
CIM
142
CIM Investment Management
Pennsylvania
$5.25M -$457K -9,160 -8%
NMLIC
143
Northwestern Mutual Life Insurance Company
Wisconsin
$5.24M +$302K +6,054 +6%
TF
144
Tompkins Financial
New York
$5.21M +$97.8K +1,960 +2%
CW
145
Cobiz Wealth
Colorado
$5.06M +$2.69M +53,956 +114%
FAAS
146
First Allied Advisory Services
California
$4.97M +$3.5M +70,382 +238%
CIBC World Market
147
CIBC World Market
Ontario, Canada
$4.91M +$1.48M +29,754 +43%
JIC
148
Johnson Investment Counsel
Ohio
$4.88M -$96.2K -1,928 -2%
VFS
149
VSR Financial Services
Kansas
$4.86M +$132K +2,636 +3%
LC
150
Lilley & Co
Michigan
$4.82M -$31.7K -636 -0.7%
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