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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 %
GIA
751
Gladstone Institutional Advisory
Florida
$1.08M +$129K +2,301 +14%
FPTW
752
Franklin, Parlapiano, Turner & Welch
Texas
$1.07M – – –
WQ
753
Wealth Quarterback
New Jersey
$1.07M -$93.7K -1,659 -8%
MFG
754
Merit Financial Group
Georgia
$1.07M -$449K -7,998 -30%
MWM
755
Maltin Wealth Management
New Jersey
$1.06M +$241K +4,299 +29%
MBTD
756
Mechanics Bank - Trust Department
California
$1.06M -$395K -7,045 -27%
AWM
757
Avior Wealth Management
Nebraska
$1.05M +$294K +5,241 +39%
JA
758
JVL Associates
Michigan
$1.05M – – –
LC
759
LCNB Corp
Ohio
$1.05M -$50.5K -900 -5%
BS
760
Banco Santander
Spain
$1.05M +$9.54K +170 +0.9%
H
761
HoyleCohen
California
$1.05M -$105K -1,876 -9%
SAM
762
Silvercrest Asset Management
New York
$1.05M +$431K +7,682 +70%
ODCM
763
Old Dominion Capital Management
Virginia
$1.03M -$8.41K -150 -0.8%
BRWA
764
B. Riley Wealth Advisors
Florida
$1.03M -$602K -10,724 -37%
AA
765
Advisory Alpha
Michigan
$1.02M -$2.23M -38,432 -69%
BC
766
Burleson & Co
California
$1.02M +$172K +2,713 +20%
EW
767
Emerson Wealth
Michigan
$1.02M +$1.02M +18,146 New
EWA
768
ERTS Wealth Advisors
Michigan
$1.02M -$10.3M -183,000 -91%
BRWM
769
B. Riley Wealth Management
Tennessee
$1.02M +$245K +4,359 +32%
MSWMA
770
Market Street Wealth Management Advisors
Indiana
$1.01M -$759K -13,523 -43%
CCFM
771
Clear Creek Financial Management
Washington
$1.01M +$155K +2,674 +18%
MCM
772
Mattern Capital Management
Colorado
$1.01M -$311K -5,550 -24%
KBFS
773
Kohmann Bosshard Financial Services
Ohio
$1M -$6.62K -118 -0.7%
LGWM
774
Litman Gregory Wealth Management
California
$1M +$823K +14,670 +459%
GEA
775
Glen Eagle Advisors
New Jersey
$1M -$22.1K -393 -2%
29 30
31
32 33