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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 %
FWP
551
FAS Wealth Partners
Kansas
$2.3M +$840K +14,968 +58%
TA
552
Tiedemann Advisors
New York
$2.29M -$269K -4,790 -10%
EWM
553
Evercore Wealth Management
New York
$2.27M -$672K -11,970 -23%
LWP
554
Legacy Wealth Partners
California
$2.26M -$189K -3,367 -8%
BFWA
555
Benchmark Financial Wealth Advisors
Florida
$2.26M +$93.5K +1,666 +4%
IWA
556
Independence Wealth Advisors
Virginia
$2.25M -$16.2K -288 -0.7%
PC
557
Premise Capital
Illinois
$2.25M -$2.04M -36,336 -48%
LDB
558
Lee, Danner & Bass
Tennessee
$2.23M -$7.02K -125 -0.3%
FLA
559
Financial Life Advisors
Texas
$2.22M +$414K +7,375 +23%
GSWM
560
Golden State Wealth Management
California
$2.22M +$2.22M +39,581 New
TFF
561
The Family Firm
Maryland
$2.22M +$170K +3,037 +8%
GA
562
GFS Advisors
Texas
$2.21M +$296K +5,284 +15%
DLHL
563
Donald L. Hagan LLC
Florida
$2.21M -$241K -4,209 -10%
MWM
564
MinichMacGregor Wealth Management
New York
$2.21M +$2.21M +38,632 New
EIP
565
Ellis Investment Partners
Pennsylvania
$2.2M -$638K -12,228 -22%
BFEC
566
Benjamin F. Edwards & Company
Missouri
$2.2M -$3.98K -71 -0.2%
SFG
567
SevenBridge Financial Group
Pennsylvania
$2.19M +$1.11M +19,831 +103%
NC
568
NewSquare Capital
Pennsylvania
$2.17M +$672K +11,981 +45%
FWM
569
Frontier Wealth Management
Missouri
$2.16M +$405K +7,215 +23%
TL
570
TrueWealth LLC
Georgia
$2.13M -$571K -10,170 -21%
EFL
571
ERn Financial LLC
Wisconsin
$2.13M +$2.13M +37,933 New
IDA
572
Intelligence Driven Advisers
California
$2.12M +$98K +1,746 +5%
ST
573
Spinnaker Trust
Maine
$2.1M -$77.6K -1,383 -4%
WA
574
Wealth Alliance
New York
$2.1M +$460K +8,192 +28%
FIA
575
Foundations Investment Advisors
Arizona
$2.09M +$451K +8,637 +28%
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