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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 %
APSP
526
Asset Planning Services (Pennsylvania)
Pennsylvania
$2.48M +$105K +1,868 +4%
TCM
527
Telos Capital Management
California
$2.46M +$23K +410 +0.9%
CFS
528
CRA Financial Services
New Jersey
$2.45M -$27.9K -497 -1%
FCT
529
Family Capital Trust
Massachusetts
$2.45M – – –
CIR
530
Clear Investment Research
Georgia
$2.44M +$542K +9,655 +29%
PAG
531
Pinnacle Advisory Group
Maryland
$2.42M +$144K +2,574 +6%
FHA
532
Flagship Harbor Advisors
Massachusetts
$2.39M +$1.07K +19 +0%
CPC
533
Consolidated Planning Corp
Georgia
$2.38M +$2.38M +42,487 New
PWM
534
Perigon Wealth Management
California
$2.38M +$738K +12,098 +45%
CWM
535
Capital Wealth Management
Rhode Island
$2.37M -$130K -2,311 -5%
EFSCE
536
Enterprise Financial Services Corp (EFSC)
Missouri
$2.37M -$38.6K -688 -2%
OWP
537
Obermeyer Wealth Partners
Colorado
$2.36M +$21.3K +379 +0.9%
WGCA
538
Wolf Group Capital Advisors
Virginia
$2.36M -$20.8K -370 -0.9%
CPA
539
Capital Planning Advisors
California
$2.35M -$7.01M -124,952 -75%
PCM
540
Parsons Capital Management
Rhode Island
$2.34M -$46.4K -827 -2%
CB
541
Commerce Bank
Missouri
$2.34M -$1.1M -19,642 -32%
PSUF
542
People's United Financial
Connecticut
$2.33M +$30K +534 +1%
FTC
543
Farmers Trust Company
Ohio
$2.33M -$174K -3,107 -7%
CFD
544
Creative Financial Designs
Indiana
$2.32M -$2.57M -45,737 -52%
P
545
&Partners
Tennessee
$2.32M +$1.68M +29,927 +262%
GDP
546
Great Diamond Partners
Maine
$2.31M -$1.21M -21,633 -34%
FIB
547
First Interstate Bank
Montana
$2.31M -$259K -4,615 -10%
ATC
548
Adirondack Trust Company
New York
$2.31M -$49.4K -880 -2%
1C
549
1623 Capital
Virginia
$2.31M -$428K -7,626 -16%
FM
550
Family Management
New York
$2.31M +$1.46K +26 +0.1%
20 21
22
23 24