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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 %
Wells Fargo
1
Wells Fargo
California
$1.77B +$22.6M +414,636 +1%
Bank of America
2
Bank of America
North Carolina
$562M +$29.4M +539,366 +6%
Morgan Stanley
3
Morgan Stanley
New York
$436M -$63M -1,155,024 -13%
VA
4
Valmark Advisers
Ohio
$312M +$13M +238,688 +4%
SMM
5
Stadion Money Management
Georgia
$252M -$17.6M -323,244 -7%
LPL Financial
6
LPL Financial
California
$252M +$79.9M +1,465,142 +47%
State Street
7
State Street
Massachusetts
$230M +$44.7M +818,704 +24%
Bessemer Group
8
Bessemer Group
New Jersey
$199M -$10.8M -197,918 -5%
PNC Financial Services Group
9
PNC Financial Services Group
Pennsylvania
$191M +$58.1M +1,064,404 +44%
US Bancorp
10
US Bancorp
Minnesota
$168M -$2.7M -49,428 -2%
U
11
UBS
Switzerland
$151M +$43.6M +798,786 +41%
KeyBank National Association
12
KeyBank National Association
Ohio
$150M +$7.22M +132,334 +5%
Goldman Sachs
13
Goldman Sachs
New York
$140M +$5.56M +101,820 +4%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$131M +$2.63M +48,220 +2%
Public Sector Pension Investment Board (PSP Investments)
15
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$114M +$30M +550,000 +36%
Northern Trust
16
Northern Trust
Illinois
$108M +$953K +17,468 +0.9%
STMM
17
South Texas Money Management
Texas
$101M +$12.9M +236,256 +15%
AA
18
Alesco Advisors
New York
$97.8M +$186K +3,414 +0.2%
RFC
19
Regions Financial Corp
Alabama
$90.4M -$146K -2,676 -0.2%
SIM
20
Sentry Investment Management
Wisconsin
$89.4M -$502K -9,200 -0.6%
Deutsche Bank
21
Deutsche Bank
Germany
$85.7M -$6.98M -127,910 -8%
AFS
22
Aft Forsyth & Sober
Florida
$67.9M +$1.9M +34,830 +3%
USAA
23
United Services Automobile Association
Texas
$52.7M -$6.27M -114,892 -11%
Fifth Third Bancorp
24
Fifth Third Bancorp
Ohio
$51.5M +$2.58M +47,302 +5%
NRECA
25
National Rural Electric Cooperative Association
Virginia
$50.8M +$1.53M +28,000 +3%
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