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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 %
ASN
276
Advisory Services Network
Georgia
$7.08M -$681K -12,134 -9%
PMG
277
ProVise Management Group
Florida
$6.98M -$84.5K -1,506 -1%
CB
278
Community Bank
New York
$6.95M +$253K +4,515 +4%
NCM
279
Neumann Capital Management
California
$6.92M +$300K +5,346 +5%
CWA
280
Core Wealth Advisors
Florida
$6.89M +$6.15M +109,603 +829%
CPO
281
Cerity Partners OCIO
New York
$6.87M -$79.5K -1,417 -1%
PAM
282
Peninsula Asset Management
Florida
$6.84M +$199K +3,553 +3%
TIA
283
Traphagen Investment Advisors
New Jersey
$6.8M -$258K -4,600 -4%
PFA
284
Pettinga Financial Advisors
Indiana
$6.79M +$132K +2,357 +2%
EVM
285
Eaton Vance Management
Massachusetts
$6.76M -$54.5K -972 -0.8%
JFA
286
JNBA Financial Advisors
Minnesota
$6.75M -$215K -3,832 -3%
AF
287
Arrow Financial
New York
$6.69M +$191K +3,398 +3%
XF
288
XML Financial
Maryland
$6.67M +$742K +13,215 +13%
PI
289
Pachira Investments
California
$6.67M -$12.8M -228,292 -66%
FCI
290
Financial Counselors Inc
Kansas
$6.65M +$47.2K +841 +0.7%
MWM
291
Marietta Wealth Management
Georgia
$6.65M +$753K +13,416 +13%
PCMC
292
Private Capital Management (Colorado)
Colorado
$6.63M -$2.99M -53,240 -31%
LFS
293
Lutz Financial Services
Nebraska
$6.55M -$2.35M -41,792 -26%
BRC
294
BHF RG Capital
Arizona
$6.55M +$218K +3,880 +3%
NFG
295
Nations Financial Group
Iowa
$6.5M +$349K +6,228 +6%
ZCM
296
Ziegler Capital Management
Illinois
$6.49M +$6.49M +115,722 New
QCG
297
Quadrant Capital Group
Ohio
$6.47M +$716K +12,753 +12%
HBT
298
Hills Bank & Trust
Iowa
$6.46M +$444K +7,915 +7%
GPA
299
Guidance Point Advisors
Massachusetts
$6.43M -$32.7K -583 -0.5%
I
300
IberiaBank
Louisiana
$6.42M -$1.75M -31,206 -21%
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