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iShares Core S&P Small-Cap ETF
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Overview Fund Activity

526 hedge funds and large institutions have $8.58B invested in iShares Core S&P Small-Cap ETF in 2014 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 203 increasing their positions, 207 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
526
Holders Change
-1
Holders Change %
-0.19%
% of All Funds
15.2%
Holding in Top 10
70
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.78%
% of All Funds
2.02%
New
39
Increased
203
Reduced
207
Closed
37
Calls
$25.3M
Puts
$15.9M
Net Calls
+$9.38M
Net Calls Change
+$109M

Top Buyers

1
U
UBS
Switzerland
$261M
2
Deutsche Bank
Deutsche Bank
Germany
$173M
3
Goldman Sachs
Goldman Sachs
New York
$204M
4
BFA
BlackRock Fund Advisors
California
$56.9M
5
BIT
BlackRock Institutional Trust
California
$33.4M

Top Sellers

1
State Street
State Street
Massachusetts
$140M
2
AFS
Aft Forsyth & Sober
Florida
$23.3M
3
Invesco
Invesco
Georgia
$1.51M
4
Wells Fargo
Wells Fargo
California
$1.74B
5
LPL Financial
LPL Financial
California
$225M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIM
151
CIM Investment Management
Pennsylvania
$5.81M – – –
SIC
152
Shoker Investment Counsel
Ohio
$5.74M +$18.8K +342 +0.3%
FMC
153
First Merchants Corp
Indiana
$5.72M -$86.5K -1,570 -1%
QAM
154
QCI Asset Management
New York
$5.65M -$10.4M -189,680 -65%
TF
155
Tompkins Financial
New York
$5.5M -$157K -2,848 -3%
PFM
156
PacWest Financial Management
Arizona
$5.48M +$18.7K +340 +0.3%
EVM
157
Eaton Vance Management
Massachusetts
$5.36M +$89.2K +1,620 +2%
SBWM
158
Sunflower Bank Wealth Management
Arizona
$5.36M +$2.53K +46 +0%
FWCM
159
Ferguson Wellman Capital Management
Oregon
$5.28M +$60.6K +1,100 +1%
TNBTD
160
Trustmark National Bank Trust Department
Mississippi
$5.22M +$413K +7,504 +9%
CAM
161
Congress Asset Management
Massachusetts
$5.12M +$4.43M +80,452 +646%
IH
162
IFC Holdings
Florida
$4.97M +$564K +10,414 +13%
TCM
163
Tuttle Capital Management
Connecticut
$4.96M +$4.96M +90,068 New
SC
164
Stratford Consulting
Texas
$4.87M +$2.27M +41,212 +87%
JIC
165
Johnson Investment Counsel
Ohio
$4.84M -$452K -8,210 -9%
CCWA
166
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$4.8M +$75.4K +1,370 +2%
NPC
167
National Planning Corporation
California
$4.79M -$396K -7,070 -8%
Stifel Financial
168
Stifel Financial
Missouri
$4.75M +$4.75M +86,156 New
HBT
169
Hills Bank & Trust
Iowa
$4.71M +$910K +16,530 +24%
SGK
170
Steigerwald Gordon & Koch
Virginia
$4.63M -$70.2K -1,280 -1%
FLPIM
171
F.L. Putnam Investment Management
Massachusetts
$4.56M -$321K -5,830 -7%
JFA
172
JNBA Financial Advisors
Minnesota
$4.53M +$32.3K +586 +0.7%
FAAS
173
First Allied Advisory Services
California
$4.47M -$1.11M -20,068 -20%
KWMG
174
King Wealth Management Group
Florida
$4.37M -$31.4K -570 -0.7%
CCM
175
Covington Capital Management
California
$4.35M +$173K +3,150 +4%
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