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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 %
MCM
1001
McRae Capital Management
New Jersey
$442K +$25.3K +451 +6%
CI
1002
Cigna Investments
Connecticut
$442K +$123K +2,200 +39%
AC
1003
Avestar Capital
New York
$441K -$170K -3,037 -28%
GHA
1004
GW Henssler & Associates
Georgia
$434K -$589K -10,504 -58%
DCM
1005
Donaldson Capital Management
Indiana
$430K -$89.9K -1,601 -17%
QCIG
1006
Quad-Cities Investment Group
Iowa
$430K +$27.4K +488 +7%
AWM
1007
Aprio Wealth Management
Georgia
$430K +$41.1K +731 +11%
MMHP
1008
Murphy Middleton Hinkle & Parker
Georgia
$427K -$3.37K -60 -0.8%
SWMG
1009
Strategic Wealth Management Group
Maryland
$427K +$212K +3,777 +98%
PA
1010
Procyon Advisors
Connecticut
$427K +$300K +5,337 +235%
M
1011
MOTCO
Texas
$426K +$9.35K +167 +2%
6M
1012
6 Meridian
Kansas
$425K -$430K -7,663 -50%
DBRC
1013
D.B. Root & Company
Pennsylvania
$424K -$23.2K -414 -5%
GCA
1014
Gradient Capital Advisors
California
$424K -$1.91K -34 -0.4%
SCG
1015
Sonata Capital Group
Washington
$424K +$20.1K +358 +5%
MOS
1016
MGO One Seven
Ohio
$423K +$105K +1,874 +33%
MFW
1017
Mosaic Family Wealth
Missouri
$420K -$114K -2,029 -21%
HT
1018
Heritage Trust
Oklahoma
$419K +$48.1K +860 +13%
OFG
1019
OmniStar Financial Group
North Carolina
$417K +$90.8K +1,620 +28%
CWS
1020
Cypress Wealth Services
California
$415K -$271K -4,829 -39%
HVIA
1021
Hudson Valley Investment Advisors
New York
$415K -$204K -3,625 -33%
SAM
1022
Seelaus Asset Management
New Jersey
$414K -$93K -1,660 -18%
SWM
1023
Stockman Wealth Management
Montana
$413K +$71.2K +1,270 +21%
SW
1024
StrongBox Wealth
Missouri
$413K +$413K +7,352 New
HIS
1025
Horizon Investment Services
Indiana
$409K +$31.9K +569 +8%
39 40
41
42 43