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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 %
WT
701
Washington Trust
Rhode Island
$1.3M +$37.8K +673 +3%
BAM
702
Baldrige Asset Management
Pennsylvania
$1.3M +$44.4K +792 +4%
BIM
703
Baldwin Investment Management
Pennsylvania
$1.29M -$56.1K -1,000 -4%
PWM
704
Provident Wealth Management
Tennessee
$1.29M +$25.6K +456 +2%
MA
705
Montag & Associates
Georgia
$1.29M -$167K -2,976 -11%
VWA
706
V Wealth Advisors
Kansas
$1.29M +$465K +8,286 +57%
NNP
707
Nachman Norwood & Parrott
South Carolina
$1.28M +$753K +13,423 +144%
SAG
708
Spotlight Asset Group
Illinois
$1.27M -$27.8K -496 -2%
NFG
709
NewFocus Financial Group
Washington
$1.27M +$99.5K +1,773 +8%
PIMG
710
Patriot Investment Management Group
Tennessee
$1.27M +$5.11K +91 +0.4%
SSWM
711
Sheets Smith Wealth Management
North Carolina
$1.27M +$1.05M +18,788 +498%
WS
712
Wedbush Securities
California
$1.25M +$9.48K +169 +0.8%
RhumbLine Advisers
713
RhumbLine Advisers
Massachusetts
$1.25M -$2.01M -35,896 -62%
EA
714
Emerald Advisors
Washington
$1.24M +$765K +12,073 +161%
SC
715
Steph & Co
Wisconsin
$1.24M +$183K +3,263 +17%
PFA
716
Pathway Financial Advisors
Vermont
$1.23M +$71.1K +1,393 +6%
CT
717
Cambridge Trust
Massachusetts
$1.21M -$69.6K -1,239 -5%
PFM
718
Parsec Financial Management
North Carolina
$1.19M -$375K -6,675 -24%
BC
719
Bartlett & Co
Ohio
$1.19M +$1.19M +21,182 New
BCWM
720
Bartlett & Co Wealth Management
Ohio
$1.19M +$26.7K +476 +2%
Lido Advisors
721
Lido Advisors
California
$1.18M -$76.2K -1,359 -6%
HPC
722
HM Payson & Co
Maine
$1.17M +$448K +7,980 +62%
TCOT
723
Trust Company of Toledo
Ohio
$1.17M -$1.35K -24 -0.1%
ACP
724
Aveo Capital Partners
Colorado
$1.17M -$46.3K -825 -4%
ACM
725
AUA Capital Management
Pennsylvania
$1.17M – – –
27 28
29
30 31