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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 %
BIT
176
BlackRock Institutional Trust
California
$4.27M -$2.28M -41,712 -35%
QA
177
Quantitative Advantage
Minnesota
$4.2M -$742K -13,604 -15%
MC
178
Martin & Co
Tennessee
$4.2M -$879K -16,100 -17%
GIM
179
Goelzer Investment Management
Indiana
$4.16M -$113K -2,080 -3%
CCM
180
Covington Capital Management
California
$4.14M +$168K +3,080 +4%
MSA
181
Mason Street Advisors
Wisconsin
$4.07M +$2.13M +39,016 +110%
BJ
182
Brouwer & Janachowski
California
$4.03M +$4.03M +73,888 New
EA
183
Elm Advisors
California
$4.01M +$4.01M +73,402 New
FCI
184
Financial Counselors Inc
Kansas
$4M +$46.6K +854 +1%
PTC
185
Private Trust Company
Ohio
$3.93M +$555K +10,178 +16%
AIM
186
Aspen Investment Management
Michigan
$3.82M -$2.58M -47,200 -40%
HBT
187
Hills Bank & Trust
Iowa
$3.76M +$295K +5,410 +9%
EFSCE
188
Enterprise Financial Services Corp (EFSC)
Missouri
$3.69M -$107K -1,954 -3%
Legal & General Group
189
Legal & General Group
United Kingdom
$3.69M – – –
KFS
190
KMS Financial Services
Washington
$3.6M -$282K -5,160 -7%
MFS
191
MSI Financial Services
Massachusetts
$3.58M +$203K +3,712 +6%
Carson Wealth (CWM LLC)
192
Carson Wealth (CWM LLC)
Nebraska
$3.5M -$2.27M -41,632 -39%
BCMO
193
Buckingham Capital Management (Ohio)
Ohio
$3.49M -$127K -2,320 -4%
RPGK
194
Retirement Planning Group (Kansas)
Kansas
$3.44M -$2.33M -42,662 -40%
ATC
195
Adirondack Trust Company
New York
$3.37M +$10.9K +200 +0.3%
Franklin Resources
196
Franklin Resources
California
$3.36M – – –
M&T Bank
197
M&T Bank
New York
$3.32M +$99.8K +1,828 +3%
PFG
198
Pacific Financial Group
Washington
$3.23M -$15.2M -279,206 -83%
JCM
199
Janney Capital Management
Pennsylvania
$3.2M -$759K -13,904 -19%
TIM
200
Tortoise Investment Management
New York
$3.19M +$171K +3,130 +6%
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