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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 %
FMC
151
First Merchants Corp
Indiana
$5.76M +$4.91K +90 +0.1%
LC
152
Lilley & Co
Michigan
$5.76M +$489K +8,970 +9%
SIC
153
Shoker Investment Counsel
Ohio
$5.67M +$5.67M +103,876 New
TF
154
Tompkins Financial
New York
$5.61M -$83.7K -1,534 -1%
FAAS
155
First Allied Advisory Services
California
$5.51M +$62.6K +1,150 +1%
TWM
156
Torch Wealth Management
Ohio
$5.49M +$5.49M +100,686 New
WI
157
WrapManager Inc
California
$5.41M +$566K +10,380 +12%
PI
158
PineBridge Investments
New York
$5.31M +$3.09M +56,496 +139%
SBWM
159
Sunflower Bank Wealth Management
Arizona
$5.31M +$2.64M +48,330 +99%
JIC
160
Johnson Investment Counsel
Ohio
$5.24M -$90K -1,650 -2%
EVM
161
Eaton Vance Management
Massachusetts
$5.22M – – –
CAM
162
Capstone Asset Management
Texas
$5.18M -$44.1K -808 -0.8%
FWCM
163
Ferguson Wellman Capital Management
Oregon
$5.17M -$30.6K -560 -0.6%
RTS
164
Round Table Services
New Jersey
$5.06M +$218 +4 +0%
NPC
165
National Planning Corporation
California
$5.05M +$1M +18,392 +25%
FLPIM
166
F.L. Putnam Investment Management
Massachusetts
$4.84M +$21.8K +400 +0.5%
TNBTD
167
Trustmark National Bank Trust Department
Mississippi
$4.77M -$52.5K -962 -1%
RCAG
168
Rehmann Capital Advisory Group
Michigan
$4.7M +$324K +5,934 +7%
CCWA
169
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$4.68M -$50.4K -924 -1%
SGK
170
Steigerwald Gordon & Koch
Virginia
$4.65M -$75K -1,380 -2%
JIP
171
Jaffetilchin Investment Partners
Florida
$4.5M +$2.15M +39,312 +91%
JFA
172
JNBA Financial Advisors
Minnesota
$4.46M -$73.1K -1,340 -2%
IH
173
IFC Holdings
Florida
$4.44M +$80.6K +1,474 +2%
AP
174
Advisors Preferred
Maryland
$4.41M +$4.41M +80,820 New
KWMG
175
King Wealth Management Group
Florida
$4.36M +$187K +3,430 +4%
5 6
7
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