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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 %
MOACM
776
Mutual of America Capital Management
New York
$998K +$310K +5,519 +45%
PIA
777
Perennial Investment Advisors
California
$997K +$499K +8,900 +100%
ODIJL
778
One Day In July LLC
Vermont
$994K +$428K +7,625 +76%
IC
779
Inscription Capital
Texas
$994K +$994K +17,708 New
LPIC
780
LeJeune Puetz Investment Counsel
Michigan
$989K -$16.8K -300 -2%
RHBC
781
R.H. Bluestein & Co
Michigan
$987K +$120K +2,141 +14%
CL
782
Choreo LLC
Illinois
$985K -$140K -2,497 -12%
CRCM
783
Corbett Road Capital Management
Virginia
$985K +$196K +3,501 +25%
FFA
784
First Foundation Advisors
California
$977K +$732K +13,044 +298%
PAS
785
Partnervest Advisory Services
California
$971K +$14.1K +252 +1%
BAC
786
Boys Arnold & Co
North Carolina
$967K +$3.65K +65 +0.4%
GKWIM
787
Gerber Kawasaki Wealth & Investment Management
California
$966K -$7.57M -134,991 -89%
KAH
788
Kathryn A. Hall
$965K – – –
SCM
789
SOL Capital Management
Maryland
$958K +$3.65K +65 +0.4%
MAWCM
790
Mine & Arao Wealth Creation & Management
California
$958K +$32.2K +575 +3%
DBT
791
Dubuque Bank & Trust
Iowa
$952K +$316K +5,624 +50%
RI
792
RPTC Inc
Wyoming
$951K – – –
TA
793
TFG Advisers
Michigan
$949K +$18K +320 +2%
LWM
794
Lyell Wealth Management
California
$947K -$308K -5,490 -25%
SFI
795
SPC Financial Inc
Maryland
$938K -$565K -10,062 -38%
PB
796
Pinnacle Bancorp
Nebraska
$938K +$172K +3,069 +22%
GPA
797
Garrison Point Advisors
California
$933K -$28.6K -509 -3%
RPGK
798
Retirement Planning Group (Kansas)
Kansas
$932K -$86.2K -1,536 -8%
SS
799
Sunbelt Securities
Texas
$931K +$130K +2,011 +16%
DCM
800
Davidson Capital Management
Texas
$928K -$3.49M -62,151 -79%
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