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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 %
QWM
1076
QP Wealth Management
New Jersey
$339K +$522 +9 +0.2%
AIS
1077
American Investment Services
Massachusetts
$337K -$98.3K -1,753 -23%
SSWM
1078
Smith Salley Wealth Management
North Carolina
$335K -$394 -7 -0.1%
TWM
1079
Triton Wealth Management
Arizona
$334K +$334K +5,358 New
Fisher Asset Management
1080
Fisher Asset Management
Washington
$333K +$35.5K +631 +12%
DSC
1081
Duncker Streett & Co
Missouri
$330K – – –
SEI Investments
1082
SEI Investments
Pennsylvania
$330K +$37.4K +666 +13%
GC
1083
Garde Capital
Washington
$326K +$12.6K +225 +4%
SAM
1084
SP Asset Management
California
$325K +$325K +5,790 New
KCP
1085
KDI Capital Partners
North Carolina
$324K +$49.8K +886 +18%
AAMA
1086
Advanced Asset Management Advisors
Ohio
$324K +$178K +3,181 +122%
SFSIG
1087
San Francisco Sentry Investment Group
California
$323K -$65K -1,160 -17%
PWM
1088
PBMares Wealth Management
Virginia
$322K -$22.3K -396 -6%
SXL
1089
Summit X LLC
Missouri
$321K -$14.4K -255 -4%
SFP
1090
Strategic Financial Planning
Texas
$321K -$1.46K -26 -0.5%
IIA
1091
IPG Investment Advisors
California
$321K -$16.3K -291 -5%
PL
1092
Plancorp LLC
Missouri
$320K -$295K -5,253 -48%
S
1093
SignatureFD
Georgia
$320K -$153K -2,719 -32%
SFG
1094
SNS Financial Group
Minnesota
$317K +$36.7K +653 +13%
AIM
1095
Alhambra Investment Management
Florida
$315K – – –
F
1096
F3Logic
Minnesota
$314K -$1.89M -35,582 -86%
RCA
1097
Rowland Carmichael Advisors
Arizona
$312K -$18.3K -326 -6%
VI
1098
Vestcor Inc
New Brunswick, Canada
$312K +$73K +1,300 +31%
PG
1099
Proffitt & Goodson
Tennessee
$311K +$67.8K +1,209 +28%
LNWWM
1100
Laird Norton Wetherby Wealth Management
California
$310K +$168K +2,998 +118%
42 43
44
45 46