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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 %
CCA
1026
Clearwater Capital Advisors
Illinois
$406K -$74.9K -1,334 -16%
PMFA
1027
Plante Moran Financial Advisors
Michigan
$406K -$42.6K -759 -9%
MWM
1028
McNaughton Wealth Management
California
$406K -$10.8K -193 -3%
CANC
1029
Culbertson A N & Co
Virginia
$406K -$9.55K -170 -2%
MLIC
1030
Mandatum Life Insurance Company
Finland
$406K – – –
DSA
1031
Droms Strauss Advisors
Missouri
$405K -$4.66K -83 -1%
BWM
1032
Baystate Wealth Management
Massachusetts
$405K +$332K +5,916 +456%
GMA
1033
Goldstein Munger & Associates
California
$399K – – –
LFG
1034
LifePlan Financial Group
Ohio
$399K +$16.1K +286 +4%
TCM
1035
Tufton Capital Management
Maryland
$398K +$3.02K +54 +0.8%
Fayez Sarofim & Co
1036
Fayez Sarofim & Co
Texas
$395K -$113K -2,015 -22%
WPC
1037
Waters Parkerson & Co
Louisiana
$392K -$85.3K -1,519 -18%
KFP
1038
KMG Fiduciary Partners
Ohio
$390K -$40.1K -714 -9%
BFA
1039
Bragg Financial Advisors
North Carolina
$387K +$10.9K +195 +3%
ESB
1040
Essex Savings Bank
Connecticut
$386K +$70.9K +1,264 +23%
SFG
1041
Sather Financial Group
Texas
$380K -$280K -5,000 -42%
PG
1042
Patten Group
Tennessee
$380K -$64.5K -1,150 -15%
FA
1043
FDx Advisors
Illinois
$376K -$5.97M -106,453 -94%
CG
1044
Corundum Group
Colorado
$375K – – –
IAIM
1045
International Assets Investment Management
Florida
$373K +$373K +6,645 New
PCM
1046
Perritt Capital Management
Illinois
$372K -$618 -11 -0.2%
BOPW
1047
Brandywine Oak Private Wealth
Pennsylvania
$370K -$4.19M -74,840 -92%
CAN
1048
Claraphi Advisory Network
United States
$370K -$97.5K -1,737 -21%
SCM
1049
Shelton Capital Management
Colorado
$370K -$8.91K -159 -2%
APWM
1050
Atlas Private Wealth Management
New York
$370K +$12.9K +230 +4%
40 41
42
43 44