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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 %
JCM
1151
Jacobi Capital Management
Pennsylvania
$254K -$10.2K -182 -4%
PCA
1152
Peddock Capital Advisors
Massachusetts
$253K +$56 +1 +0%
VDFA
1153
Vickerman & Driscoll Financial Advisors
Washington
$251K -$303K -5,387 -55%
FFG
1154
Ford Financial Group
California
$251K -$6.61K -118 -3%
ACM
1155
AlphaStar Capital Management
North Carolina
$251K +$9.15K +161 +4%
BMCM
1156
Bryn Mawr Capital Management
Pennsylvania
$251K +$19.6K +349 +8%
AP
1157
Adero Partners
California
$248K -$242K -4,326 -49%
NWP
1158
Northstar Wealth Partners
Connecticut
$248K -$36.1K -645 -13%
BPC
1159
Banque Pictet & Cie
Switzerland
$247K -$196K -3,500 -44%
HA
1160
Harborview Advisors
Maine
$247K +$42.5K +759 +21%
CB
1161
CNB Bank
Pennsylvania
$245K – – –
DI
1162
DAGCO Inc
Ohio
$244K – – –
WAG
1163
Winthrop Advisory Group
Massachusetts
$243K -$664K -11,819 -73%
PC
1164
Port Capital
Illinois
$242K +$225 +4 +0.1%
IC
1165
Innealta Capital
Texas
$241K -$15.1K -269 -6%
ANTB
1166
AMG National Trust Bank
Colorado
$241K – – –
KTC
1167
Kistler-Tiffany Companies
Pennsylvania
$241K – – –
PP
1168
Patten & Patten
Tennessee
$241K +$21.4K +381 +10%
MG
1169
Mather Group
Illinois
$240K -$37K -659 -13%
IIC
1170
Ironwood Investment Counsel
Arizona
$239K -$11.1K -199 -4%
ANB
1171
Amarillo National Bank
Texas
$239K – – –
FCM
1172
Firestone Capital Management
Florida
$239K – – –
PMG
1173
Private Management Group
California
$238K – – –
KC
1174
Kingfisher Capital
North Carolina
$237K -$94.1K -1,676 -28%
RFWA
1175
RPg Family Wealth Advisory
Massachusetts
$236K +$3.93K +70 +2%
45 46
47
48 49