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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 %
OWA
1101
Outlook Wealth Advisors
Texas
$309K -$700K -12,456 -69%
MCM
1102
Maryland Capital Management
Maryland
$309K +$4.21K +75 +1%
AP
1103
Arlington Partners
Alabama
$307K -$73K -1,302 -19%
DACG
1104
Donor Advised Charitable Giving
California
$307K -$2.25K -40 -0.7%
TC
1105
Truvestments Capital
Florida
$306K +$7.35K +131 +2%
BWP
1106
BSW Wealth Partners
Colorado
$306K +$146K +2,612 +92%
RSVP
1107
Ramsay Stattman Vela & Price
Colorado
$304K +$59.8K +1,065 +25%
ACI
1108
Alpha Cubed Investments
California
$303K -$167K -2,987 -36%
TCM
1109
Traynor Capital Management
Pennsylvania
$302K -$4.62M -82,432 -94%
WLIM
1110
White Lighthouse Investment Management
Massachusetts
$302K +$302K +5,383 New
DWM
1111
Doyle Wealth Management
Florida
$298K +$109K +1,939 +58%
SWP
1112
Strategic Wealth Partners
Ohio
$297K – – –
SMG
1113
Smart Money Group
Texas
$295K +$295K +5,259 New
ACP
1114
Arcus Capital Partners
Georgia
$290K -$308K -5,481 -51%
OC
1115
Oarsman Capital
Wisconsin
$290K -$9.83K -175 -3%
MW
1116
Marcum Wealth
Ohio
$290K +$45.6K +811 +19%
GP
1117
Girard Partners
Pennsylvania
$288K -$97K -1,734 -25%
FIM
1118
Frontier Investment Management
Texas
$288K -$20.1K -358 -7%
SYBT
1119
Stock Yards Bank & Trust
Kentucky
$286K -$22.5K -400 -7%
Loomis, Sayles & Company
1120
Loomis, Sayles & Company
Massachusetts
$285K -$571K -10,177 -67%
VWA
1121
Visionary Wealth Advisors
Illinois
$283K -$3.32M -59,115 -92%
GC
1122
Gibson Capital
Pennsylvania
$282K – – –
WCM
1123
WealthBridge Capital Management
Ohio
$279K +$7.69K +137 +3%
Millennium Management
1124
Millennium Management
New York
$278K -$25.2M -449,630 -99%
HCM
1125
Howland Capital Management
Massachusetts
$278K -$11.2K -200 -4%
43 44
45
46 47