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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 %
TA
901
Townsend & Associates
Colorado
$666K +$87.9K +1,584 +15%
PCS
902
Personal CFO Solutions
New Jersey
$656K -$57.7K -1,029 -8%
MIC
903
Meridian Investment Counsel
California
$655K – – –
EWM
904
Executive Wealth Management
Michigan
$652K -$21.8M -388,701 -97%
SBH
905
Segall Bryant & Hamill
Illinois
$652K -$910K -16,209 -58%
TRSOTSOK
906
Teachers Retirement System of the State of Kentucky
Kentucky
$648K +$311K +5,550 +92%
EIA
907
Eldridge Investment Advisors
New Hampshire
$645K -$143K -2,556 -18%
PPWM
908
PFG Private Wealth Management
Florida
$643K -$75.4K -1,344 -10%
SNT
909
Security National Trust
West Virginia
$643K +$120K +2,130 +23%
KCM
910
Kanawha Capital Management
Virginia
$641K +$641K +11,425 New
BCM
911
Brookstone Capital Management
Illinois
$640K -$653K -11,651 -51%
ST
912
Somerset Trust
Pennsylvania
$640K -$96.9K -1,726 -13%
5L
913
55I LLC
Massachusetts
$638K +$465K +7,620 +269%
PS
914
Portfolio Solutions
Michigan
$634K +$95.3K +1,699 +18%
WR
915
Watson Rebecca
$633K -$1.54M -27,105 -71%
CHC
916
City Holding Co
West Virginia
$633K +$45.7K +815 +8%
HWM
917
Hohimer Wealth Management
Washington
$631K -$275K -4,493 -30%
RWA
918
Ropes Wealth Advisors
Massachusetts
$631K -$45.4K -809 -7%
PPP
919
Private Portfolio Partners
New Jersey
$630K +$39.4K +702 +7%
IP
920
Intellectus Partners
California
$626K -$56.8K -1,012 -8%
OBGC
921
O'Brien Greene & Co
Pennsylvania
$626K +$1.46K +26 +0.2%
FCFS
922
First Command Financial Services
Texas
$623K +$138K +2,464 +29%
FCB
923
First Command Bank
Texas
$623K +$138K +2,464 +29%
TD Asset Management
924
TD Asset Management
Ontario, Canada
$621K +$45K +540 +8%
CS
925
Credit Suisse
Switzerland
$620K -$194K -3,455 -24%
35 36
37
38 39