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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 %
LBC
376
Lowe Brockenbrough & Co
Virginia
$4.54M +$487K +8,683 +12%
SFWA
377
Summit Financial Wealth Advisors
Louisiana
$4.48M +$356K +6,453 +9%
PFA
378
Pure Financial Advisors
California
$4.48M +$4.07M +72,542 +999%
CAM
379
Congress Asset Management
Massachusetts
$4.47M +$1.73M +30,904 +63%
SFG
380
Summit Financial Group
West Virginia
$4.46M -$4.21K -75 -0.1%
SFP
381
Strategic Financial Partners
Oregon
$4.45M -$487K -8,679 -10%
TPSF
382
Texas Permanent School Fund
Texas
$4.44M -$146K -2,600 -3%
MCG
383
MACRO Consulting Group
New Jersey
$4.44M +$260K +4,276 +6%
FFN
384
Focus Financial Network
Minnesota
$4.42M +$568K +10,131 +15%
GSIS
385
Global Strategic Investment Solutions
Arizona
$4.41M +$4.41M +78,631 New
BBNA
386
Bremer Bank National Association
Minnesota
$4.4M +$263K +4,682 +6%
VCP
387
Verus Capital Partners
Arizona
$4.39M +$1.35M +24,124 +45%
BG
388
Berry Group
Massachusetts
$4.39M -$137K -2,433 -3%
Cerity Partners
389
Cerity Partners
New York
$4.32M +$458K +8,169 +12%
TYCC
390
Texas Yale Capital Corp
Florida
$4.32M -$148K -2,640 -3%
IA
391
IFP Advisors
Florida
$4.29M +$91.9K +1,605 +2%
HPWM
392
Highland Private Wealth Management
Washington
$4.25M -$411K -7,326 -9%
RWA
393
Redhawk Wealth Advisors
Minnesota
$4.23M +$79.3K +1,414 +2%
IWM
394
IHT Wealth Management
Illinois
$4.22M -$584K -10,402 -12%
OPS
395
Orion Portfolio Solutions
Nebraska
$4.22M -$500K -8,915 -11%
NAM
396
NTV Asset Management
West Virginia
$4.17M -$417K -7,425 -9%
LWANC
397
Laurel Wealth Advisors (North Carolina)
North Carolina
$4.15M +$577K +10,291 +16%
Rafferty Asset Management
398
Rafferty Asset Management
New York
$4.14M -$969K -17,272 -19%
TGAM
399
TBH Global Asset Management
Tennessee
$4.13M +$441K +7,856 +12%
WWM
400
Windsor Wealth Management
Indiana
$4.09M +$2.94M +52,377 +256%
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