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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 %
CIM
401
CIM Investment Management
Pennsylvania
$4.07M +$63.4K +1,130 +2%
BFM
402
Boston Financial Management
Massachusetts
$4.06M -$497K -8,864 -11%
William Blair & Company
403
William Blair & Company
Illinois
$4.04M -$228K -4,069 -5%
EPP
404
ETF Portfolio Partners
Kansas
$4.02M +$993K +17,706 +33%
KOMWMG
405
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$4M +$178K +3,170 +5%
GT
406
Glenview Trust
Kentucky
$4M +$4M +71,306 New
TIM
407
Tortoise Investment Management
New York
$3.97M -$750K -13,373 -16%
BRM
408
Boston Research & Management
Massachusetts
$3.96M +$129K +2,298 +3%
FWCM
409
Ferguson Wellman Capital Management
Oregon
$3.95M +$1.05M +18,701 +36%
IWMA
410
Ironwood Wealth Management (Arizona)
Arizona
$3.9M +$2.49M +44,440 +177%
SIA
411
Soltis Investment Advisors
Utah
$3.87M -$3.04M -54,131 -44%
PP
412
Pegasus Partners
Wisconsin
$3.85M -$19.4M -344,941 -83%
SCA
413
Snowden Capital Advisors
New York
$3.84M -$287K -5,113 -7%
BWA
414
BDO Wealth Advisors
Florida
$3.84M +$721K +12,850 +23%
Kovitz Investment Group Partners
415
Kovitz Investment Group Partners
Illinois
$3.83M +$3.83M +68,250 New
OFG
416
Omega Financial Group
California
$3.83M +$2.5M +44,530 +188%
WS
417
Wela Strategies
Georgia
$3.82M +$532K +10,812 +16%
EW
418
Element Wealth
Mississippi
$3.82M +$102K +1,825 +3%
Franklin Resources
419
Franklin Resources
California
$3.8M -$93.7K -1,670 -2%
PI
420
Parkside Investments
Illinois
$3.78M -$2.69M -47,918 -42%
PFM
421
Peak Financial Management
Massachusetts
$3.74M +$852K +15,181 +30%
BO
422
BRR OpCo
Ohio
$3.74M -$4.42M -78,779 -54%
AF
423
Affiance Financial
Minnesota
$3.74M -$6.46M -115,115 -63%
ABC
424
Associated Banc-Corp
Wisconsin
$3.73M -$370K -6,591 -9%
MFM
425
Mirsky Financial Management
New York
$3.72M +$234K +4,168 +7%
15 16
17
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