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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 %
MWM
951
Modera Wealth Management
New Jersey
$555K +$200K +3,570 +56%
GFP
952
Gryphon Financial Partners
Ohio
$550K -$18.4K -328 -3%
MFT
953
Moisand Fitzgerald Tamayo
Florida
$549K -$79.6K -1,419 -13%
SIC
954
Samalin Investment Counsel
New York
$545K +$12.7K +227 +2%
CGFA
955
Colton Groome Financial Advisors
North Carolina
$531K -$59.4K -1,058 -10%
CIBC World Market
956
CIBC World Market
Ontario, Canada
$531K -$2.08K -37 -0.4%
ZIM
957
Zacks Investment Management
Illinois
$531K +$72.3K +1,288 +16%
NGA
958
Naples Global Advisors
Florida
$530K -$5.11K -91 -1%
AOWM
959
Alpha Omega Wealth Management
Virginia
$529K -$187K -3,337 -26%
BWP
960
Bernardo Wealth Planning
Pennsylvania
$525K +$952 +17 +0.2%
BW
961
Bison Wealth
Georgia
$520K +$21.2K +379 +4%
BFA
962
Beacon Financial Advisory
Ohio
$517K -$23K -411 -4%
CFSG
963
Community Financial Services Group
Vermont
$509K +$3.48K +62 +0.7%
BCM
964
Brookmont Capital Management
Texas
$507K +$56 +1 +0%
APW
965
Aurora Private Wealth
New Jersey
$507K +$81.5K +1,452 +19%
RBFC
966
Roman Butler Fullerton & Co
Missouri
$505K -$33.3K -594 -6%
OC
967
Oakworth Capital
Alabama
$505K -$15K -268 -3%
PAI
968
Pittenger & Anderson Inc
Nebraska
$504K -$180K -3,211 -26%
SHWM
969
Silicon Hills Wealth Management
Texas
$499K +$496K +8,845 +19,656%
HB
970
Homrich & Berg
Georgia
$494K -$390K -6,948 -44%
AF
971
Allworth Financial
California
$492K +$205K +3,655 +71%
VCP
972
Vista Capital Partners
Oregon
$489K -$98K -1,748 -17%
ACP
973
Aviance Capital Partners
Florida
$486K -$25.5K -455 -5%
HFS
974
Haverford Financial Services
Pennsylvania
$486K – – –
RWP
975
RWA Wealth Partners
Massachusetts
$485K -$108K -1,918 -18%
37 38
39
40 41