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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
Citigroup
New York
$200M
2
Bank of America
Bank of America
North Carolina
$585M
3
AFS
Aft Forsyth & Sober
Florida
$38.2M
4
CNB
City National Bank
California
$22.4M
5
SSB
Sandy Spring Bank
Maryland
$12.2M

Top Sellers

1
Bessemer Group
Bessemer Group
New Jersey
$196K
2
LPL Financial
LPL Financial
California
$127M
3
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$36.6M
4
U
UBS
Switzerland
$170M
5
Deutsche Bank
Deutsche Bank
Germany
$86.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
FAAS
201
First Allied Advisory Services
California
$3.29M -$1.26M -22,442 -28%
KFS
202
KMS Financial Services
Washington
$3.23M +$621K +11,080 +24%
EVM
203
Evelyn V. Moreno
$3.09M -$5.61K -100 -0.2%
SHA
204
Smith Hayes Advisers
Nebraska
$3.07M -$24.4K -436 -0.8%
MFS
205
MSI Financial Services
Massachusetts
$3.01M -$1.14M -20,392 -28%
CAN
206
Cetera Advisor Networks
California
$3.01M +$273K +4,880 +10%
ATC
207
Adirondack Trust Company
New York
$2.99M -$35.9K -640 -1%
CCG
208
Cypress Capital Group
Florida
$2.91M +$112K +2,000 +4%
LPT
209
Legacy Private Trust
Wisconsin
$2.86M -$6.26M -111,616 -69%
PTC
210
Private Trust Company
Ohio
$2.84M -$822K -14,668 -22%
BUB
211
BBVA USA Bancshares
Texas
$2.81M -$198K -3,528 -7%
BOTW
212
Bank of the West
California
$2.79M +$54.7K +976 +2%
BCM
213
Boltwood Capital Management
California
$2.68M +$62.8K +1,120 +2%
NAM
214
NTV Asset Management
West Virginia
$2.62M -$49.9K -890 -2%
Janney Montgomery Scott
215
Janney Montgomery Scott
Pennsylvania
$2.55M +$41.4K +738 +2%
Fidelity Investments
216
Fidelity Investments
Massachusetts
$2.54M -$139K -2,490 -5%
CTA
217
Colonial Trust Advisors
South Carolina
$2.51M +$4.82K +86 +0.2%
LIM
218
Leavell Investment Management
Alabama
$2.44M +$53.1K +948 +2%
MFP
219
Mosaic Financial Partners
California
$2.43M -$9.53K -170 -0.4%
MPWT
220
MassMutual Private Wealth & Trust
Connecticut
$2.43M +$756K +13,482 +45%
PA
221
Planning Alternatives
Michigan
$2.41M +$1.43M +25,544 +147%
SBWM
222
Sunflower Bank Wealth Management
Arizona
$2.26M -$3.19M -56,918 -59%
SSWM
223
Smith Salley Wealth Management
North Carolina
$2.25M +$2.25M +40,074 New
FHC
224
First Heartland Consultants
Missouri
$2.12M +$125K +2,234 +6%
WCM
225
Windsor Capital Management
Arizona
$2.1M +$199K +3,548 +10%
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