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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
$1.33B
2
MRC
Millburn Ridgefield Corp
New York
$172M
3
CCA
Catalyst Capital Advisors
New York
$172M
4
PPFA
Provida Pension Fund Administrator
Chile
$343M
5
FCAS
First Command Advisory Services
Texas
$603M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$740M
2
RJFSA
Raymond James Financial Services Advisors
Florida
$0
3
HNB
Huntington National Bank
Ohio
$98.6M
4
Ameriprise
Ameriprise
Minnesota
$379M
5
UBS Group
UBS Group
Switzerland
$929M
Name Holding Trade Value Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
26
Carson Wealth (CWM LLC)
Nebraska
$162M – – –
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$158M -$9.88M -176,131 -6%
CAM
28
Cresset Asset Management
Illinois
$157M +$6.13M +109,225 +4%
AA
29
Alesco Advisors
New York
$146M +$17.8M +317,070 +14%
Fifth Third Bancorp
30
Fifth Third Bancorp
Ohio
$144M -$18.3M -326,684 -11%
NA
31
NextCapital Advisers
Illinois
$143M +$41.2M +731,689 +41%
NMIMC
32
Northwestern Mutual Investment Management Company
Wisconsin
$135M +$32.4M +577,400 +32%
State Street
33
State Street
Massachusetts
$122M +$21.3M +379,428 +21%
HTC
34
Haverford Trust Company
Pennsylvania
$120M +$2.16M +38,520 +2%
Financial Engines Advisors
35
Financial Engines Advisors
California
$119M +$94.4M +1,682,740 +380%
Baird Financial Group
36
Baird Financial Group
Wisconsin
$119M -$8.56M -152,480 -7%
USAA
37
United Services Automobile Association
Texas
$112M -$2.54M -33,103 -2%
HNB
38
Huntington National Bank
Ohio
$98.6M -$158M – –
CAPTRUST Financial Advisors
39
CAPTRUST Financial Advisors
North Carolina
$92.9M -$43.1K -825 -0%
Osaic Holdings
40
Osaic Holdings
Arizona
$84.7M +$84.7M +2,622,168 New
Citigroup
41
Citigroup
New York
$83.9M -$4.48M -79,832 -5%
VA
42
Valmark Advisers
Ohio
$76.5M -$94.7M -1,687,398 -55%
HighTower Advisors
43
HighTower Advisors
Illinois
$75.4M -$17.5M -311,233 -19%
BIM
44
Bridges Investment Management
Nebraska
$67.9M -$646K -11,510 -0.9%
M&T Bank
45
M&T Bank
New York
$63.2M +$63.2M +1,126,508 New
SS
46
Simplicity Solutions
Minnesota
$61.5M +$50.5M +331,415 +456%
JPMorgan Chase & Co
47
JPMorgan Chase & Co
New York
$59.2M -$16.6M -295,703 -22%
FT
48
Fiduciary Trust
Massachusetts
$59.1M +$7.17M +127,854 +14%
Stifel Financial
49
Stifel Financial
Missouri
$57M -$6.53M -116,303 -10%
WANY
50
Wealthspire Advisors (New York)
New York
$56.9M +$14.6M +260,476 +35%
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