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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 %
RJFSA
126
Raymond James Financial Services Advisors
Florida
$7.7M +$877K +16,068 +13%
WRM
127
Westport Resources Management
Connecticut
$7.67M +$1.06M +19,402 +16%
TRCT
128
Tower Research Capital (TRC)
New York
$7.61M +$5.4M +99,016 +245%
CW
129
Cobiz Wealth
Colorado
$7.53M +$2M +36,610 +36%
BG
130
BlackRock Group
United Kingdom
$7.45M – – –
FHB
131
First Hawaiian Bank
Hawaii
$7.45M -$83K -1,522 -1%
SB
132
Suntrust Banks
Georgia
$7.33M +$1.39M +25,568 +24%
PAG
133
Private Advisor Group
New Jersey
$7.3M +$7.3M +133,846 New
CTC
134
Central Trust Company
Missouri
$7.26M +$48.8K +894 +0.7%
CI
135
Chartist Inc
California
$7.16M -$64.3K -1,188 -0.9%
FANJ
136
Financial Architects (New Jersey)
New Jersey
$7.12M +$839K +15,382 +13%
JMFC
137
J.M. Forbes & Co
Massachusetts
$7.03M +$60.9K +1,116 +0.9%
LTFS
138
Ladenburg Thalmann Financial Services
Florida
$6.93M +$968K +17,744 +16%
JWM
139
Jacobus Wealth Management
Wisconsin
$6.82M +$38.5K +706 +0.6%
DADC
140
D.A. Davidson & Co
Montana
$6.75M +$899K +16,488 +15%
BIC
141
Bridges Investment Counsel
Nebraska
$6.7M +$69.4K +1,272 +1%
NMIS
142
Northwestern Mutual Investment Services
Wisconsin
$6.51M +$6.51M +119,334 New
CS
143
Comerica Securities
Michigan
$6.5M +$386K +7,070 +6%
GIA
144
GHP Investment Advisors
Colorado
$6.46M -$57.1K -1,046 -0.9%
SBH
145
Segall Bryant & Hamill
Illinois
$6.36M -$198K -3,628 -3%
VFS
146
VSR Financial Services
Kansas
$6.04M +$732K +13,416 +14%
CAPTRUST Financial Advisors
147
CAPTRUST Financial Advisors
North Carolina
$5.85M +$5.49M +100,714 +1,531%
ECM
148
Exchange Capital Management
Michigan
$5.82M +$1.26M +23,150 +28%
Retirement Systems of Alabama
149
Retirement Systems of Alabama
Alabama
$5.8M – – –
CIM
150
CIM Investment Management
Pennsylvania
$5.76M +$15.2K +278 +0.3%
4 5
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