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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 %
SW
1126
SVB Wealth
Massachusetts
$277K -$11.8M -210,402 -98%
NSIM
1127
North Star Investment Management
Illinois
$277K -$118K -2,109 -30%
GI
1128
GS Investments
Minnesota
$273K +$159K +2,818 +140%
CAG
1129
Csenge Advisory Group
Florida
$273K -$54.7K -976 -17%
ICM
1130
IMS Capital Management
Oregon
$272K -$14K -250 -5%
SQA
1131
Simon Quick Advisors
New Jersey
$269K -$412K -7,361 -61%
WPC
1132
White Pine Capital
Minnesota
$268K +$17K +303 +7%
FCFC
1133
First Citizens Financial Corp
Iowa
$267K -$20.9K -373 -7%
MCM
1134
Mitchell Capital Management
Kansas
$267K +$2.14K +38 +0.8%
BI
1135
Ballast Inc
Kentucky
$265K – – –
ACM
1136
Advisors Capital Management
New Jersey
$264K -$56.3K -1,004 -18%
RA
1137
Riverstone Advisors
Texas
$264K – – –
SW
1138
SlateStone Wealth
Florida
$263K -$89.4K -1,592 -25%
TC
1139
TownSquare Capital
Utah
$262K -$3.29K -54 -1%
CIAS
1140
CBIZ Investment Advisory Services
Ohio
$262K -$457K – –
BUB
1141
BBVA USA Bancshares
Texas
$258K +$2.47K +44 +1%
EHC
1142
Everett Harris & Co
California
$258K +$39.3K +700 +18%
NSB
1143
Norway Savings Bank
Maine
$257K -$393 -7 -0.2%
CG
1144
Caprock Group
Idaho
$257K +$257K +4,583 New
CWM
1145
Chesapeake Wealth Management
Virginia
$256K -$27.9K -497 -10%
SFSG
1146
Sound Financial Strategies Group
Mississippi
$256K -$11.9K -213 -4%
RM
1147
Resource Management
Louisiana
$256K +$4.89K +87 +2%
HMS
1148
Hanseatic Management Services
New Mexico
$256K +$256K +4,561 New
HWM
1149
Howard Wealth Management
Connecticut
$255K +$3.19K +57 +1%
VWM
1150
Vigilare Wealth Management
Arizona
$255K +$11.4K +204 +5%
44 45
46
47 48