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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 %
Legal & General Group
301
Legal & General Group
United Kingdom
$6.26M -$5.46M -97,250 -47%
FCA
302
FLC Capital Advisors
California
$6.23M -$702K -13,261 -10%
HFRG
303
Houlihan Financial Resource Group
Virginia
$6.21M +$821K +14,639 +15%
CA
304
Cornerstone Advisory
Maryland
$6.21M -$3.82M -68,067 -38%
BC
305
Brinker Capital
Pennsylvania
$6.16M -$4.59M -81,819 -43%
FFS
306
Founders Financial Securities
Maryland
$6.04M -$5.4M -96,237 -47%
CAC
307
Certified Advisory Corp
Florida
$6.04M -$1.06M -18,845 -15%
PFM
308
Phillips Financial Management
Indiana
$6.03M +$731K +14,013 +14%
BOTW
309
Bank of the West
California
$6.03M -$2.33M -41,473 -28%
PHAM
310
Palisades Hudson Asset Management
Florida
$6.03M -$1.09M -19,511 -15%
LFS
311
Legacy Financial Strategies
Kansas
$6.01M +$767K +13,672 +15%
TF
312
Trek Financial
Arizona
$5.99M -$3.39M -60,491 -36%
GRP
313
Global Retirement Partners
California
$5.95M -$559K -9,963 -9%
DAS
314
Dynamic Advisor Solutions
Arizona
$5.92M +$106K +1,892 +2%
SDWMA
315
Schneider Downs Wealth Management Advisors
Pennsylvania
$5.87M +$5.68M +101,216 +3,049%
EC
316
Estate Counselors
Wisconsin
$5.86M +$2.67M +47,570 +84%
SFA
317
Stewardship Financial Advisors
Georgia
$5.83M -$5.46M -97,368 -48%
SCA
318
Spearhead Capital Advisors
Florida
$5.73M -$11.8M -209,719 -67%
PFP
319
Pinnacle Financial Partners
Tennessee
$5.72M -$1.03M -18,416 -15%
AC
320
AlphaCore Capital
California
$5.67M +$1.84M +32,815 +48%
TWP
321
TFO Wealth Partners
Ohio
$5.66M -$17.2K -307 -0.3%
HCP
322
Holt Capital Partners
Texas
$5.64M +$20.8K +370 +0.4%
PA
323
Pinnacle Associates
New York
$5.62M -$707K -12,597 -11%
Wealth Enhancement Advisory Services
324
Wealth Enhancement Advisory Services
Minnesota
$5.62M -$1.22M -19,556 -18%
EVM
325
Evelyn V. Moreno
$5.59M -$17.4K -310 -0.3%
11 12
13
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