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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 %
HH
976
Hilltop Holdings
Texas
$483K -$785K -13,997 -62%
B
977
Bridgeworth
Alabama
$483K +$483K +8,611 New
PWM
978
Paulson Wealth Management
Illinois
$482K -$47.5K -831 -9%
TA
979
Trellis Advisors
Washington
$480K – – –
OR
980
Olympiad Research
Connecticut
$477K +$477K +8,499 New
WB
981
WesBanco Bank
West Virginia
$474K -$1.21M -21,515 -72%
VCA
982
Verdence Capital Advisors
Maryland
$471K +$4.49K +80 +1%
FCFC
983
First Commonwealth Financial Corp
Pennsylvania
$469K -$102K -1,821 -18%
EWA
984
Exencial Wealth Advisors
Oklahoma
$469K -$75.2K -1,341 -14%
VC
985
Veracity Capital
Georgia
$467K -$118K -2,109 -20%
WTB
986
Washington Trust Bank
Washington
$467K +$467K +8,324 New
MC
987
Moors & Cabot
Massachusetts
$466K -$23K -407 -5%
JIC
988
Joel Isaacson & Co
New York
$466K +$127K +2,262 +37%
RWG
989
Regal Wealth Group
California
$465K -$87.7K -1,563 -16%
KLCM
990
KG&L Capital Management
Louisiana
$463K +$9.25K +165 +2%
HCIA
991
Hochman Cole Investment Advisors
Illinois
$458K -$17.4K -310 -4%
ZF
992
Zhang Financial
Michigan
$455K -$3.76K -67 -0.8%
BFM
993
Broadview Financial Management
Wisconsin
$454K -$10.9K -194 -2%
FWIA
994
Fort Washington Investment Advisors
Ohio
$454K +$454K +8,084 New
EAM
995
Evanson Asset Management
California
$451K -$785 -14 -0.2%
LWAC
996
Laurel Wealth Advisors (California)
California
$450K -$117K -2,082 -21%
DIA
997
Dana Investment Advisors
Wisconsin
$448K -$112K -1,992 -20%
CA
998
Calton & Associates
Florida
$448K +$22.7K +404 +5%
MPW
999
MA Private Wealth
California
$446K -$94.5K -1,685 -17%
WA
1000
Wealth Advisors
California
$445K +$11.1K +195 +3%
38 39
40
41 42