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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 %
EVM
151
Eaton Vance Management
Massachusetts
$4.78M – – –
CAM
152
Capstone Asset Management
Texas
$4.77M -$92.3K -1,850 -2%
FWCM
153
Ferguson Wellman Capital Management
Oregon
$4.76M +$4.76M +95,294 New
MIH
154
Madison Investment Holdings
Wisconsin
$4.68M +$2.99M +59,966 +177%
MC
155
Martin & Co
Tennessee
$4.64M -$63.9K -1,280 -1%
RTS
156
Round Table Services
New Jersey
$4.63M – – –
QA
157
Quantitative Advantage
Minnesota
$4.52M -$1.76M -35,240 -28%
NAM
158
NTV Asset Management
West Virginia
$4.45M +$229K +4,596 +5%
WI
159
WrapManager Inc
California
$4.42M +$232K +4,666 +6%
TNBTD
160
Trustmark National Bank Trust Department
Mississippi
$4.41M – – –
FLPIM
161
F.L. Putnam Investment Management
Massachusetts
$4.4M +$108K +2,166 +3%
CCWA
162
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$4.33M +$3.26M +65,342 +305%
SGK
163
Steigerwald Gordon & Koch
Virginia
$4.32M -$31.4K -632 -0.7%
PFM
164
PacWest Financial Management
Arizona
$4.27M +$249K +4,994 +6%
ECM
165
Exchange Capital Management
Michigan
$4.17M +$61.8K +1,238 +2%
JFA
166
JNBA Financial Advisors
Minnesota
$4.15M -$247K -4,940 -6%
RCAG
167
Rehmann Capital Advisory Group
Michigan
$4M -$51.7K -1,036 -1%
IH
168
IFC Holdings
Florida
$3.96M +$587K +11,838 +17%
GIM
169
Goelzer Investment Management
Indiana
$3.91M -$4.01M -80,356 -51%
KWMG
170
King Wealth Management Group
Florida
$3.82M +$153K +3,064 +4%
NPC
171
National Planning Corporation
California
$3.75M +$786K +15,560 +27%
CCM
172
Covington Capital Management
California
$3.63M -$7.49K -150 -0.2%
JCM
173
Janney Capital Management
Pennsylvania
$3.62M -$75.2K -1,508 -2%
FCI
174
Financial Counselors Inc
Kansas
$3.62M -$5.49K -110 -0.2%
KFS
175
KMS Financial Services
Washington
$3.55M -$365K -7,324 -9%
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