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

1,380 hedge funds and large institutions have $21.5B invested in iShares Core S&P Small-Cap ETF in 2020 Q1 according to their latest regulatory filings, with 84 funds opening new positions, 543 increasing their positions, 655 reducing their positions, and 237 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,380
Holders Change
-176
Holders Change %
-11.31%
% of All Funds
30.48%
Holding in Top 10
200
Holding in Top 10 Change
-74
Holding in Top 10 Change %
-27.01%
% of All Funds
4.42%
New
84
Increased
543
Reduced
655
Closed
237
Calls
$24.3M
Puts
$26.6M
Net Calls
-$2.23M
Net Calls Change
-$60.5M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$590M
2
MRC
Millburn Ridgefield Corp
New York
+$172M
3
CCA
Catalyst Capital Advisors
New York
+$172M
4
PPFA
Provida Pension Fund Administrator
Chile
+$160M
5
FCAS
First Command Advisory Services
Texas
+$109M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$346M
2
RJFSA
Raymond James Financial Services Advisors
Florida
-$343M
3
HNB
Huntington National Bank
Ohio
-$158M
4
Ameriprise
Ameriprise
Minnesota
-$115M
5
UBS Group
UBS Group
Switzerland
-$102M
Name Holding Trade Value Shares
Change 		Shares
Change %
KLI
251
Kelman-Lazarov Inc
Tennessee
$8.42M +$2.64M +46,994 +46%
CAI
252
Capital Advisors Inc
Oklahoma
$8.42M +$3.96M +70,646 +89%
GW
253
GW & Wade
Massachusetts
$8.36M -$9.51M -169,527 -53%
ATC
254
Argent Trust Co
Tennessee
$8.18M -$92K -1,640 -1%
ETS
255
ESL Trust Services
New York
$8.16M +$47.6K +847 +0.6%
VC
256
Vestor Capital
Illinois
$8.03M -$4.33M -77,231 -35%
NEPPG
257
New England Professional Planning Group
Rhode Island
$7.91M +$975K +16,107 +14%
CAL
258
Capital Analysts LLC
Pennsylvania
$7.83M -$883K -15,735 -10%
FHA
259
First Horizon Advisors
Tennessee
$7.77M -$4.55M -81,091 -37%
HI
260
Human Investing
Oregon
$7.74M +$1.08M +19,289 +16%
CWM
261
Cranbrook Wealth Management
Michigan
$7.74M +$1.8M +32,060 +30%
AWM
262
Apollon Wealth Management
South Carolina
$7.72M +$7.57M +134,991 +5,365%
A
263
AdvicePeriod
California
$7.71M +$1.73M +30,906 +29%
WTC
264
WhitTier Trust Company
Nevada
$7.7M +$461K +8,211 +6%
SAM
265
Summit Asset Management
Tennessee
$7.56M +$217K +3,875 +3%
SI
266
Stephens Inc
Arkansas
$7.52M +$210K +3,736 +3%
JIC
267
Johnson Investment Counsel
Ohio
$7.43M -$189K -3,372 -2%
SPP
268
Single Point Partners
Massachusetts
$7.42M -$2.11M -37,640 -22%
HR
269
Hardy Reed
Mississippi
$7.4M +$7.4M +131,800 New
MSA
270
Marino Stram & Associates
Massachusetts
$7.33M -$280K -4,996 -4%
EIG
271
Ellenbecker Investment Group
Wisconsin
$7.27M +$892K +15,904 +14%
EH
272
Equitable Holdings
New York
$7.16M +$224K +3,993 +3%
PA
273
Planning Alternatives
Michigan
$7.13M +$112K +1,992 +2%
EWM
274
Evermay Wealth Management
Virginia
$7.12M -$2.47M -44,081 -26%
Bank of Montreal
275
Bank of Montreal
Ontario, Canada
$7.11M -$2.43M -45,969 -25%
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