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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 %
BHBT
801
Burke & Herbert Bank & Trust
Virginia
$917K +$29.2K +521 +3%
W
802
WealthOne
New York
$911K +$292K +5,205 +47%
CBN
803
Cadence Bank NA
Texas
$909K -$168 -3 -0%
WAP
804
Wealthcare Advisory Partners
Pennsylvania
$906K -$50.4K -898 -5%
WCWM
805
Wooster Corthell Wealth Management
Connecticut
$901K +$486K +8,655 +117%
WC
806
Weil Company
California
$895K -$461K -8,219 -34%
CAL
807
Capital Advisors Ltd
Ohio
$895K +$224K +3,993 +33%
PWS
808
Private Wealth Strategies
Ohio
$892K -$168K -2,998 -16%
SSW
809
Smith Shellnut Wilson
Mississippi
$891K +$278K +4,946 +45%
ECM
810
Evergreen Capital Management
Washington
$889K +$283K +5,050 +47%
FHC
811
First Heartland Consultants
Missouri
$884K -$76.5K -1,363 -8%
WA
812
Wilshire Advisors
California
$883K +$156K +2,775 +21%
TCM
813
Twin Capital Management
Pennsylvania
$882K +$156K +2,775 +21%
NCM
814
Narwhal Capital Management
Georgia
$879K -$45.8K -816 -5%
AL
815
Aspiriant LLC
California
$877K +$123K +2,201 +16%
BJ
816
Brouwer & Janachowski
California
$876K -$10.4K -186 -1%
PCA
817
Providence Capital Advisors
North Carolina
$873K +$164K +2,923 +23%
CFA
818
Cahill Financial Advisors
Minnesota
$868K -$94.1K -1,676 -10%
DW
819
Domani Wealth
Pennsylvania
$861K +$861K +15,351 New
MCM
820
Maple Capital Management
Vermont
$859K -$4.32K -77 -0.5%
SEEDPG
821
S.E.E.D. Planning Group
New York
$852K +$2.47K +44 +0.3%
BAS
822
Brown Advisory Securities
Maryland
$843K -$222K -4,033 -21%
1WA
823
180 Wealth Advisors
Washington
$835K -$20.6K -389 -2%
AWM
824
Altavista Wealth Management
North Carolina
$835K +$564K +10,043 +208%
BAM
825
Belpointe Asset Management
Nevada
$834K +$23K +409 +3%
31 32
33
34 35