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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 %
ISWM
351
Independent Solutions Wealth Management
New York
$5.27M +$748K +13,335 +17%
ODG
352
O'Dell Group
Ohio
$5.23M +$144K +2,573 +3%
MIAN
353
Mariner Independent Advisor Network
Kansas
$5.21M -$691K -12,869 -12%
CFA
354
Carroll Financial Associates
North Carolina
$5.2M +$236K +4,200 +5%
GC
355
Grimes & Company
Massachusetts
$5.19M -$38.4M -684,606 -88%
FNBT
356
FineMark National Bank & Trust
Florida
$5.15M -$218K -3,888 -4%
LPT
357
Legacy Private Trust
Wisconsin
$5.02M +$1.08M +19,171 +27%
MMA
358
Miracle Mile Advisors
California
$5.02M -$489K -8,709 -9%
MC
359
Middleton & Co
Massachusetts
$4.99M -$328K -5,845 -6%
LIA
360
LS Investment Advisors
Michigan
$4.99M +$1.44M +25,600 +40%
ACM
361
Anfield Capital Management
California
$4.97M +$60.6K +1,080 +1%
CGA
362
Crescent Grove Advisors
Illinois
$4.94M -$411K -7,318 -8%
APA
363
American Portfolios Advisors
New York
$4.94M -$415K -7,391 -8%
RCA
364
Resonant Capital Advisors
Wisconsin
$4.91M +$891K +15,873 +22%
CCM
365
Condor Capital Management
New Jersey
$4.89M +$49.4K +881 +1%
HF
366
Halpern Financial
Virginia
$4.89M -$2.04M -36,298 -29%
RWMH
367
Riverpoint Wealth Management Holdings
Illinois
$4.87M +$1.27M +22,547 +35%
CPIG
368
Chicago Partners Investment Group
Illinois
$4.81M +$102K +1,714 +2%
Brown Advisory
369
Brown Advisory
Maryland
$4.8M -$953K -16,978 -17%
CCA
370
Column Capital Advisors
Indiana
$4.78M +$4.59M +81,741 +2,436%
SBL
371
Sargent Bickham Lagudis
Colorado
$4.7M +$678K +12,078 +17%
IWS
372
Insight Wealth Strategies
California
$4.65M -$1.25M -22,296 -21%
PAG
373
Private Advisory Group
Washington
$4.63M +$286K +5,094 +7%
RRC
374
Relaxing Retirement Coach
Massachusetts
$4.61M -$3.03M -53,961 -40%
OC
375
Oppenheimer & Co
New York
$4.58M +$19.3K +344 +0.4%
13 14
15
16 17