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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 %
AWM
326
Avondale Wealth Management
Texas
$5.58M +$965K +17,205 +21%
Invesco
327
Invesco
Georgia
$5.58M +$4.57M +81,363 +449%
KFA
328
Kays Financial Advisory
Georgia
$5.57M +$1.09M +19,403 +24%
ECM
329
Exchange Capital Management
Michigan
$5.56M -$347K -6,190 -6%
LSERS
330
Louisiana State Employees Retirement System
Louisiana
$5.56M +$1.6M +28,600 +41%
ST
331
Smithfield Trust
Pennsylvania
$5.54M +$120K +2,132 +2%
VVP
332
Venture Visionary Partners
Ohio
$5.54M +$723K +12,895 +15%
CA
333
Clearstead Advisors
Ohio
$5.54M +$202K +3,607 +4%
B
334
Bailard
California
$5.53M +$75.9K +1,353 +1%
HFA
335
High Falls Advisors
New York
$5.53M -$2.58M -45,929 -32%
Luther King Capital Management (LKCM)
336
Luther King Capital Management (LKCM)
Texas
$5.51M -$9.67M – –
MIC
337
Means Investment Company
Maine
$5.49M +$248K +4,330 +5%
C
338
Certuity
Florida
$5.47M -$305K -5,438 -5%
KPWG
339
KFA Private Wealth Group
Virginia
$5.46M -$3.09M -55,017 -36%
CG
340
CFO4Life Group
Texas
$5.45M -$668K -11,898 -11%
CCP
341
Cardan Capital Partners
Colorado
$5.45M +$4.04M +71,918 +286%
GIA
342
GHP Investment Advisors
Colorado
$5.44M +$262K +4,666 +5%
CGI
343
Cougar Global Investments
Ontario, Canada
$5.43M +$172K +3,059 +3%
PA
344
Parallel Advisors
California
$5.41M -$5.87M -104,563 -52%
SDAM
345
Shulman DeMeo Asset Management
New York
$5.4M +$46.1K +822 +0.9%
MHS
346
M Holdings Securities
Oregon
$5.38M +$4.55M +81,137 +554%
Retirement Systems of Alabama
347
Retirement Systems of Alabama
Alabama
$5.37M – – –
PPA
348
Parametric Portfolio Associates
Washington
$5.35M +$598K +10,665 +13%
EWA
349
EP Wealth Advisors
California
$5.32M -$20.5K -365 -0.4%
Deutsche Bank
350
Deutsche Bank
Germany
$5.28M -$260K -4,637 -5%
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