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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 %
SFG
876
StrategIQ Financial Group
Indiana
$727K -$18K -321 -2%
IFG
877
Investors Financial Group
Minnesota
$722K -$320K -5,710 -31%
TAM
878
Townsend Asset Management
North Carolina
$719K +$7.97K +142 +1%
C
879
Clearshares
New York
$719K +$719K +12,806 New
WI
880
WrapManager Inc
California
$718K -$607K -10,817 -46%
SCA
881
STALEY CAPITAL ADVISERS
Pennsylvania
$718K -$218K -3,890 -23%
CCM
882
Coldstream Capital Management
Washington
$717K -$763K -13,605 -52%
ARG
883
Advisory Resource Group
Oklahoma
$715K -$162K -2,888 -18%
SAM
884
Secure Asset Management
Michigan
$714K -$611K -10,895 -46%
WJWM
885
Williams Jones Wealth Management
New York
$714K -$56K -998 -7%
EFS
886
Essex Financial Services
Connecticut
$710K +$467K +8,325 +192%
PAM
887
Peak Asset Management
Colorado
$706K +$267K +4,766 +61%
LW
888
Linscomb Wealth
Texas
$701K -$98.7K -1,759 -12%
AFM
889
Andesa Financial Management
Pennsylvania
$700K +$128K +2,298 +22%
FNBOSM
890
First National Bank of South Miami
Florida
$699K -$46.4K -827 -6%
SW
891
SkyOak Wealth
Michigan
$695K +$121K +2,157 +21%
RWA
892
River Wealth Advisors
Pennsylvania
$694K -$414K -7,369 -37%
JCM
893
Janney Capital Management
Pennsylvania
$692K -$108K -1,921 -13%
BDF
894
Balasa Dinverno & Foltz
$687K -$16K -285 -2%
TTWM
895
TCV Trust & Wealth Management
Virginia
$687K +$20.5K +365 +3%
BJL
896
Brighton Jones LLC
Washington
$679K -$1.42M -25,299 -68%
TH
897
TCTC Holdings
Texas
$676K -$17K -303 -2%
KP
898
Keel Point
Alabama
$674K +$294K +5,243 +78%
LNB
899
Ledyard National Bank
$670K -$327K -5,835 -33%
PAM
900
Premier Asset Management
Illinois
$666K -$715K -12,742 -52%
34 35
36
37 38