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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 %
LWCFA
826
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$831K -$142K -2,527 -15%
KA
827
Kovack Advisors
Florida
$826K -$117K -2,079 -12%
TF
828
Tompkins Financial
New York
$824K -$92.7K -1,651 -10%
HAS
829
HBW Advisory Services
California
$821K +$821K +14,148 New
FMBTD
830
First Midwest Bank Trust Division
Illinois
$820K -$2.49M -44,446 -75%
OFG
831
Oxford Financial Group
Indiana
$819K – – –
JWS
832
Juncture Wealth Strategies
Arizona
$815K +$185K +3,305 +29%
PCM
833
Palisade Capital Management
New Jersey
$813K +$813K +14,486 New
BC
834
Brio Consultants
California
$811K +$38.3K +683 +5%
PWA
835
Peterson Wealth Advisors
Utah
$808K -$268K -4,765 -25%
CWM
836
CCG Wealth Management
California
$808K +$103K +1,843 +15%
IAS
837
Investment Advisory Services
Texas
$806K -$447K -7,971 -36%
BFA
838
Beaumont Financial Advisors
Massachusetts
$805K -$520K -9,266 -39%
GC
839
Gilbert & Cook
Iowa
$803K +$2.24K +40 +0.3%
RT
840
Rockland Trust
Massachusetts
$800K -$76.9K -1,371 -9%
BB
841
Busey Bank
Illinois
$800K -$35.9K -639 -4%
SIM
842
Stratos Investment Management
Ohio
$800K +$5.22K +93 +0.7%
SFA
843
Souders Financial Advisors
Ohio
$799K +$799K +14,239 New
TNB
844
TCF National Bank
South Dakota
$796K -$107K -1,905 -12%
AWP
845
Ascent Wealth Partners
New York
$793K -$289K -5,153 -27%
TP
846
Tranquility Partners
Tennessee
$791K +$210K +3,743 +36%
SMG
847
Spectrum Management Group
Indiana
$791K +$720K +12,840 +1,015%
TC
848
Trust Company
Kansas
$788K -$20.2K -360 -2%
SWP
849
Summit Wealth Partners
Florida
$786K +$115K +2,048 +17%
DY
850
Dowling & Yahnke
California
$786K -$4.04K -72 -0.5%
32 33
34
35 36