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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 %
WIA
601
World Investment Advisors
California
$1.93M -$270K -4,821 -12%
AFG
602
Arkansas Financial Group
Arkansas
$1.92M +$463K +8,254 +32%
NEAM
603
New England Asset Management
Connecticut
$1.91M -$202K -3,592 -10%
KL
604
KWMG LLC
Kansas
$1.9M -$318K -5,672 -14%
First Manhattan
605
First Manhattan
New York
$1.9M +$34.1K +607 +2%
JWBC
606
John W. Brooker & Co
California
$1.89M +$197K +3,509 +12%
GL
607
Graypoint LLC
New York
$1.89M +$1.89M +33,675 New
UF
608
Univest Financial
Pennsylvania
$1.87M +$1.87M +33,363 New
HCMT
609
Highland Capital Management (Tennessee)
Tennessee
$1.87M +$7.86K +140 +0.4%
SEIA
610
Signature Estate & Investment Advisors
California
$1.87M +$148K +2,640 +9%
FAIM
611
Financial Advocates Investment Management
Washington
$1.87M -$889K -15,837 -32%
CCM
612
Colorado Capital Management
Colorado
$1.86M -$289K -5,156 -13%
MIG
613
McGuire Investment Group
Rhode Island
$1.86M +$172K +3,057 +10%
NL
614
NEPC LLC
Massachusetts
$1.86M – – –
EPWM
615
Essex Private Wealth Management
Massachusetts
$1.86M -$1.73M -30,825 -48%
HWA
616
Heritage Way Advisors
Illinois
$1.85M +$227K +4,048 +14%
CFO
617
CVA Family Office
Colorado
$1.85M -$211K -3,759 -10%
CSIC
618
Clifford Swan Investment Counsel
California
$1.84M +$271K +4,826 +17%
CF
619
Centaurus Financial
California
$1.83M +$326K +5,810 +22%
KWM
620
Kingsview Wealth Management
Oregon
$1.83M +$71.5K +1,275 +4%
RTS
621
Round Table Services
New Jersey
$1.83M +$494K +8,807 +37%
NP
622
NorthRock Partners
Minnesota
$1.82M -$1.26M -22,532 -41%
AWA
623
Arete Wealth Advisors
Illinois
$1.82M -$140K -2,488 -7%
Koshinski Asset Management
624
Koshinski Asset Management
Illinois
$1.81M -$219K -3,902 -11%
MAS
625
Madden Advisory Services
Florida
$1.79M -$813K -14,489 -31%
23 24
25
26 27