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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 %
GG
926
GenWealth Group
New Jersey
$619K -$9.53K -170 -2%
FMW
927
Farr Miller & Washington
District of Columbia
$618K -$75.9K -1,351 -11%
PA
928
Probity Advisors
Texas
$618K +$265K +4,717 +75%
EWM
929
Empirical Wealth Management
Washington
$615K -$116K -2,068 -16%
MA
930
Mutual Advisors
Nebraska
$613K -$163K -2,903 -21%
JWCA
931
J.W. Coons Advisors
Ohio
$613K +$613K +10,871 New
EWM
932
Endurance Wealth Management
Rhode Island
$607K -$7.29K -130 -1%
AAMC
933
Asset Allocation & Management Company
Illinois
$605K +$40.5K +721 +7%
WP
934
WealthShield Partners
North Carolina
$604K -$263K -4,679 -30%
WF
935
Welch & Forbes
Massachusetts
$602K -$66.5K -1,184 -10%
AWM
936
Argent Wealth Management
Massachusetts
$602K – – –
TFGT
937
TS Financial Group (TSFG)
Illinois
$597K +$65.7K +1,171 +12%
RIG
938
Roosevelt Investment Group
New York
$594K -$2.85M -50,808 -83%
ZIC
939
ZWJ Investment Counsel
Georgia
$590K -$1.18K -21 -0.2%
CT
940
Columbia Trust
Oregon
$589K -$101K -1,801 -15%
CCG
941
Cypress Capital Group
Florida
$586K -$224K -4,000 -28%
CCMD
942
Cypress Capital Management (Delaware)
Delaware
$586K -$32.2K -575 -5%
EDRIA
943
Edmonds Duncan Registered Investment Advisors
Kansas
$579K -$8.38M -149,400 -94%
AMCA
944
Arthur M. Cohen & Associates
Illinois
$578K -$17.8K -340 -3%
WKWM
945
Walter & Keenan Wealth Management
Indiana
$578K +$578K +11,069 New
TI
946
Tidal Investments
Wisconsin
$577K -$363K -6,463 -39%
PAMG
947
Patton Albertson Miller Group
Tennessee
$570K -$18.9K -337 -3%
HI
948
Horizon Investments
North Carolina
$565K -$6.38M -113,754 -92%
ACM
949
Azimuth Capital Management
Michigan
$560K +$560K +9,974 New
PSF
950
Pacific Sun Financial
California
$559K +$48.3K +861 +9%
36 37
38
39 40