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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 %
FFWA
676
FRG Family Wealth Advisors
Washington
$1.43M -$299K -5,325 -17%
WFA
677
Wellspring Financial Advisors
Ohio
$1.42M +$1.42M +25,243 New
TFS
678
Thoroughbred Financial Services
Tennessee
$1.41M -$406K -7,232 -22%
RA
679
RFG Advisory
Alabama
$1.41M -$238K -4,246 -14%
DL
680
DOHJ LLC
Washington
$1.41M +$77.4K +1,379 +6%
SFM
681
Signet Financial Management
New Jersey
$1.4M -$97.6K -1,628 -7%
HIMC
682
Heritage Investors Management Corp
Maryland
$1.39M -$21.2K -377 -1%
AIG
683
American International Group
New York
$1.39M -$814K -14,500 -37%
TNB
684
Thomasville National Bank
Georgia
$1.38M -$934 -12 -0.1%
TNBTD
685
Trustmark National Bank Trust Department
Mississippi
$1.37M -$216K -3,845 -14%
SWM
686
SVA Wealth Management
Wisconsin
$1.37M +$310K +5,532 +29%
SWA
687
Sutton Wealth Advisors
Florida
$1.36M -$56.6K -1,009 -4%
22CM
688
20/20 Capital Management
California
$1.36M +$32.8K +540 +2%
PIM
689
Penobscot Investment Management
Massachusetts
$1.36M -$15.2K -270 -1%
RFO
690
RiverGlades Family Offices
Florida
$1.36M -$216K -3,853 -14%
Chevy Chase Trust
691
Chevy Chase Trust
Maryland
$1.35M -$23.5K -419 -2%
PL
692
Parthenon LLC
Kentucky
$1.34M +$39.3K +701 +3%
KFGK
693
Keystone Financial Group (Kentucky)
Kentucky
$1.34M -$132K -2,352 -9%
Mercer Global Advisors
694
Mercer Global Advisors
Colorado
$1.34M +$79.7K +1,420 +6%
GVAG
695
Great Valley Advisor Group
Delaware
$1.34M -$185K -3,296 -12%
PFGIA
696
Patriot Financial Group Insurance Agency
Massachusetts
$1.33M +$387K +6,894 +41%
LDFR
697
Lehman & Derafelo Financial Resources
Pennsylvania
$1.32M -$127K -2,259 -9%
DWA
698
Dougherty Wealth Advisers
Minnesota
$1.32M -$15.7K -280 -1%
PO
699
Private Ocean
California
$1.32M -$79.6K -1,420 -6%
OAM
700
Occidental Asset Management
California
$1.31M +$1.31M +23,332 New
26 27
28
29 30