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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 %
RWRC
501
R.W. Roge & Company
New York
$2.84M -$1.32M -23,579 -32%
IA
502
IFG Advisory
Georgia
$2.83M -$133K -2,364 -4%
CCM
503
Canal Capital Management
Virginia
$2.83M +$272K +4,857 +11%
SCA
504
Stokes Capital Advisors
South Carolina
$2.83M +$462K +8,234 +19%
SC
505
Sepio Capital
Utah
$2.8M -$20.8K -370 -0.7%
PWPS
506
Pinnacle Wealth Planning Services
Ohio
$2.77M +$1.72M +30,607 +164%
RIA
507
Regal Investment Advisors
Michigan
$2.76M -$1.52M -27,115 -36%
CIAS
508
Capital Investment Advisory Services
North Carolina
$2.75M +$95.2K +1,696 +4%
PFS
509
Prospera Financial Services
Texas
$2.7M -$28.2K -502 -1%
ONB
510
Old National Bancorp
Indiana
$2.68M -$56.8K -1,012 -2%
BDF
511
Black Diamond Financial
Maryland
$2.67M -$317K -5,647 -11%
CFB
512
Cullen/Frost Bankers
Texas
$2.66M +$166K +2,964 +7%
BWM
513
BerganKDV Wealth Management
Minnesota
$2.66M +$465K +8,284 +21%
QAM
514
QCI Asset Management
New York
$2.61M +$89.8K +1,601 +4%
HSWM
515
Hubbell Strickland Wealth Management
Louisiana
$2.6M -$52.8K -941 -2%
BWA
516
BlueSky Wealth Advisors
North Carolina
$2.55M -$238K -4,245 -9%
SIAM
517
Sterling Investment Advisors (Missouri)
Missouri
$2.53M +$306K +5,444 +14%
IWAG
518
Integer Wealth Advisors Group
Georgia
$2.53M +$364K +5,742 +17%
WHG
519
Westwood Holdings Group
Texas
$2.53M -$773K -13,786 -23%
CWM
520
Cornerstone Wealth Management
Missouri
$2.53M -$371K -6,603 -13%
FG
521
Fiduciary Group
Georgia
$2.52M +$120K +2,139 +5%
PGFC
522
Peapack-Gladstone Financial Corp
New Jersey
$2.52M +$332K +5,914 +15%
RPC
523
Rossmore Private Capital
Connecticut
$2.51M -$22K -390 -0.9%
LIM
524
Leavell Investment Management
Alabama
$2.5M -$31.1K -555 -1%
BSW
525
Buckingham Strategic Wealth
Missouri
$2.49M -$340K -6,059 -12%
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