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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 %
CI
126
Chartist Inc
California
$7.19M -$86.6K -1,562 -1%
JMFC
127
J.M. Forbes & Co
Massachusetts
$7.18M +$46.7K +834 +0.7%
GA
128
Geneva Advisors
Illinois
$7.18M +$251K +4,470 +4%
DADC
129
D.A. Davidson & Co
Montana
$7.14M +$105K +1,880 +1%
JWM
130
Jacobus Wealth Management
Wisconsin
$7.05M -$220K -3,930 -3%
STB
131
S&T Bank
Pennsylvania
$6.96M -$1.92M -33,302 -22%
TPSF
132
Texas Permanent School Fund
Texas
$6.96M -$3.26M -58,204 -32%
RTS
133
Round Table Services
New Jersey
$6.91M – – –
GIA
134
GHP Investment Advisors
Colorado
$6.83M +$88.1K +1,572 +1%
GT
135
Greenleaf Trust
Michigan
$6.73M -$5.41M -96,578 -45%
VFS
136
VSR Financial Services
Kansas
$6.7M -$139K -2,482 -2%
CAPTRUST Financial Advisors
137
CAPTRUST Financial Advisors
North Carolina
$6.69M +$265K +4,732 +4%
NCM
138
Noesis Capital Mangement
Florida
$6.65M +$6.65M +118,602 New
TNBTD
139
Trustmark National Bank Trust Department
Mississippi
$6.62M +$1.31M +23,284 +25%
BTS
140
BB&T Securities
Virginia
$6.48M -$5.94M -10,596 -48%
RCAG
141
Rehmann Capital Advisory Group
Michigan
$6.45M +$204K +3,642 +3%
CS
142
Comerica Securities
Michigan
$6.33M -$160K -2,850 -2%
BFM
143
Boston Financial Management
Massachusetts
$6.32M -$1.95M -34,730 -24%
NA
144
Nottingham Advisors
New York
$6.3M +$173K +3,090 +3%
ECM
145
Exchange Capital Management
Michigan
$6.26M +$59.1K +1,054 +1%
BIC
146
Bridges Investment Counsel
Nebraska
$6.12M -$570K -10,170 -9%
CAM
147
Capstone Asset Management
Texas
$5.99M -$167K -2,980 -3%
LC
148
Lilley & Co
Michigan
$5.97M +$41.1K +734 +0.7%
Retirement Systems of Alabama
149
Retirement Systems of Alabama
Alabama
$5.95M – – –
NEAM
150
New England Asset Management
Connecticut
$5.7M -$2.8M -50,000 -33%
4 5
6
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