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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
$1.33B
2
MRC
Millburn Ridgefield Corp
New York
$172M
3
CCA
Catalyst Capital Advisors
New York
$172M
4
PPFA
Provida Pension Fund Administrator
Chile
$343M
5
FCAS
First Command Advisory Services
Texas
$603M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$740M
2
RJFSA
Raymond James Financial Services Advisors
Florida
$0
3
HNB
Huntington National Bank
Ohio
$98.6M
4
Ameriprise
Ameriprise
Minnesota
$379M
5
UBS Group
UBS Group
Switzerland
$929M
Name Holding Trade Value Shares
Change 		Shares
Change %
UB
51
UMB Bank
Missouri
$54.5M -$1.54M -27,403 -3%
VFA
52
Valeo Financial Advisors
Indiana
$53.7M +$9.82M +162,953 +22%
Comerica Bank
53
Comerica Bank
Texas
$52.4M -$5.3M -90,289 -9%
ECM
54
ETrade Capital Management
Virginia
$52.3M +$13.4M +237,941 +34%
AI
55
Accredited Investors
Minnesota
$49.8M +$5.09M +90,735 +11%
RC
56
RegentAtlantic Capital
New Jersey
$49.6M +$49.3M +878,489 +14,394%
V
57
Veritable
Delaware
$48.8M +$10.8M +191,931 +28%
SWM
58
SigFig Wealth Management
California
$48.4M +$11.1M +197,483 +30%
AssetMark Inc
59
AssetMark Inc
California
$48.2M +$7.14M +127,235 +17%
Mariner
60
Mariner
Kansas
$46.3M +$27.3K +449 +0.1%
DWM
61
Destination Wealth Management
California
$45.7M +$2.68M +47,763 +6%
GT
62
Greenleaf Trust
Michigan
$44.8M +$3.35M +59,631 +8%
APCM
63
Alaska Permanent Capital Management
Alaska
$43.7M +$6.11M +108,915 +16%
Jones Financial Companies
64
Jones Financial Companies
Missouri
$43M +$7.88M +141,961 +22%
Cambridge Investment Research Advisors
65
Cambridge Investment Research Advisors
Iowa
$41.7M +$3.2M +56,999 +8%
Creative Planning
66
Creative Planning
Kansas
$41.1M -$727K -12,949 -2%
PAG
67
Private Advisor Group
New Jersey
$39.5M -$5.06M -90,105 -11%
UBV
68
United Bank (Virginia)
Virginia
$38M +$10.3M +182,915 +37%
WCF
69
West Coast Financial
California
$37.8M +$4.92M +87,769 +15%
Victory Capital Management
70
Victory Capital Management
Texas
$37.6M +$37.6M +670,928 New
SIC
71
Sigma Investment Counselors
Michigan
$37.6M +$3.5M +62,401 +10%
DWA
72
Divergent Wealth Advisors
Utah
$35.2M +$24.4M +434,680 +225%
FI
73
FormulaFolio Investments
Michigan
$34.9M -$21.2M -377,958 -38%
OAM
74
Oppenheimer Asset Management
New York
$34.5M -$691K -12,311 -2%
LI
75
LVZ Inc
Michigan
$33.9M -$2.5M -44,492 -7%
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