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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 %
JIP
1051
Jaffetilchin Investment Partners
Florida
$367K -$2.03M -36,205 -85%
AIA
1052
Avalon Investment & Advisory
Texas
$367K -$1.21M -21,615 -77%
HIA
1053
Harbor Investment Advisory
Maryland
$366K -$689K -12,294 -65%
ISB
1054
Iowa State Bank
Iowa
$366K +$173K +3,077 +89%
WPP
1055
Whalerock Point Partners
Rhode Island
$364K -$13.4K -239 -4%
CA
1056
Claro Advisors
Massachusetts
$364K +$617 +11 +0.2%
BA
1057
Ballast Advisors
Minnesota
$364K +$20.5K +366 +6%
SVWAG
1058
Sound View Wealth Advisors Group
Georgia
$363K +$52.3K +933 +17%
PP
1059
Palladium Partners
Virginia
$362K -$194K -3,467 -35%
SAS
1060
Stelac Advisory Services
New York
$362K -$169K -3,019 -32%
CMP
1061
Courage Miller Partners
Virginia
$362K +$31.6K +564 +10%
NCM
1062
Noesis Capital Mangement
Florida
$360K +$39.4K +703 +12%
HCA
1063
Harbour Capital Advisors
Virginia
$359K – – –
AF
1064
Alerus Financial
North Dakota
$359K – – –
AWS
1065
AJ Wealth Strategies
New York
$359K +$359K +6,398 New
UTC
1066
Unified Trust Company
Kentucky
$357K -$195K -3,475 -35%
CHA
1067
Carmichael Hill & Associates
Maryland
$355K -$16.9K -300 -5%
KIA
1068
KCM Investment Advisors
California
$350K -$46.6K -830 -12%
MPM
1069
Meritage Portfolio Management
Kansas
$349K -$4.2K -75 -1%
DDC
1070
DF Dent & Co
Maryland
$348K – – –
FA
1071
FMA Advisory
Pennsylvania
$346K -$44.6K -795 -11%
SGCA
1072
Steel Grove Capital Advisors
Tennessee
$343K -$234K -4,175 -41%
FA
1073
Financial Advisors
Massachusetts
$343K +$2.98K +53 +0.9%
CWM
1074
Circle Wealth Management
New Jersey
$343K +$343K +6,104 New
OWA
1075
One Wealth Advisors
California
$341K +$341K +6,086 New
41 42
43
44 45