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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 %
VIM
576
Vista Investment Management
Pennsylvania
$2.08M +$778K +13,864 +60%
PWMAG
577
Pinnacle Wealth Management Advisory Group
New Jersey
$2.08M -$656K -11,690 -24%
TSWM
578
Triangle Securities Wealth Management
North Carolina
$2.08M -$350K -6,246 -14%
PG
579
Prostatis Group
Maryland
$2.07M +$314K +5,588 +18%
UBG
580
United Bank (Georgia)
Georgia
$2.07M -$94.8K -1,689 -4%
AC
581
Alley Company
Illinois
$2.05M +$3.59K +64 +0.2%
EPM
582
Elm Partners Management
Pennsylvania
$2.05M -$233K -4,152 -10%
PA
583
PFG Advisors
Arizona
$2.05M -$305K -5,238 -13%
DP
584
Denver PWM
Colorado
$2.04M +$61.7K +1,174 +3%
NEGWA
585
New England Guild Wealth Advisors
Connecticut
$2.04M -$1.24M -22,024 -38%
LWP
586
Legacy Wealth Planning
Nevada
$2.04M +$584K +10,405 +40%
SC
587
Savant Capital
Illinois
$2.03M -$1.84M -32,710 -47%
N
588
Natixis
France
$2.02M -$175K -3,111 -8%
GTAM
589
Global Trust Asset Management
Florida
$2.02M +$827K +14,709 +70%
MPCG
590
Matrix Private Capital Group
New York
$2M +$653K +11,642 +49%
EWM
591
EPG Wealth Management
Georgia
$2M +$394K +7,013 +25%
EPA
592
Element Pointe Advisors
Florida
$1.99M -$4.63M -82,570 -70%
RSWM
593
Robertson Stephens Wealth Management
California
$1.99M -$224K -3,993 -10%
SIS
594
SVB Investment Services
Utah
$1.98M -$102K -1,823 -5%
SAA
595
Southeast Asset Advisors
Georgia
$1.98M -$56.8K -1,013 -3%
CHJWM
596
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.98M +$16.5K +250 +0.8%
NCM
597
Next Capital Management
New York
$1.97M -$599K -10,678 -23%
MYIA
598
Mount Yale Investment Advisors
Colorado
$1.95M +$74.8K +1,334 +4%
SGK
599
Steigerwald Gordon & Koch
Virginia
$1.95M -$367K -6,535 -16%
AF
600
Advisornet Financial
Minnesota
$1.94M +$58.2K +1,037 +3%
22 23
24
25 26