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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 %
WI
476
Wintrust Investments
Illinois
$3.15M -$576K -10,272 -15%
IWC
477
Integrated Wealth Concepts
Massachusetts
$3.14M -$3.93M -70,031 -56%
BA
478
Ballew Advisors
Mississippi
$3.13M +$379K +6,754 +14%
BCM
479
Boltwood Capital Management
California
$3.13M +$208K +3,705 +7%
GLLW
480
Graves Light Lenhart Wealth
Virginia
$3.12M +$215K +3,824 +7%
SWA
481
Stratos Wealth Advisors
Ohio
$3.09M +$342K +6,098 +12%
CSM
482
CAMG Solamere Management
North Carolina
$3.09M -$314K -5,607 -9%
NPF
483
Norris Perne & French
Michigan
$3.08M +$244K +4,344 +9%
AC
484
Abbrea Capital
California
$3.07M -$31.4K -560 -1%
BFO
485
Biltmore Family Office
North Carolina
$3.05M -$1.03M -18,344 -25%
WSTAM
486
Wilbanks Smith & Thomas Asset Management
Virginia
$3.04M +$69.2K +1,233 +2%
LWA
487
LWS Wealth Advisors
New Jersey
$3.02M -$972K -17,326 -24%
DC
488
Davenport & Co
Virginia
$3.01M +$212K +3,776 +8%
LA
489
Lynch & Associates
Indiana
$3M -$162K -2,889 -5%
BWFA
490
Baltimore-Washington Financial Advisors
Maryland
$2.99M -$31K -553 -1%
RFN
491
RDA Financial Network
Iowa
$2.99M -$1.35M -24,115 -31%
WWM
492
Western Wealth Management
Colorado
$2.96M -$359K -6,384 -11%
IA
493
IFG Advisors
Missouri
$2.96M -$791K -14,092 -21%
CIC
494
Carnegie Investment Counsel
Ohio
$2.95M +$145K +2,579 +5%
MJRIC
495
Mogy Joel R Investment Counsel
California
$2.93M -$257K -4,575 -8%
CT
496
Coastline Trust
Rhode Island
$2.9M -$29.2K -520 -1%
BWA
497
Beam Wealth Advisors
Louisiana
$2.9M +$994K +17,713 +52%
SBWM
498
Sunflower Bank Wealth Management
Arizona
$2.88M -$13.8K -246 -0.5%
MCM
499
Magnolia Capital Management
New York
$2.87M -$332K -5,912 -10%
DWT
500
Dorsey & Whitney Trust
South Dakota
$2.87M -$44.9K -800 -2%
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