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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 %
MWA
1176
Meridian Wealth Advisors
Texas
$236K -$24.3K -434 -9%
1SB
1177
1ST Source Bank
Indiana
$236K -$8.37K -149 -3%
GAMC
1178
Garner Asset Management Corp
Texas
$236K – – –
JFGLC
1179
Johnson Financial Group LLC (Colorado)
Colorado
$235K +$235K +4,190 New
SRC
1180
Shufro Rose & Co
New York
$231K -$16.6K -296 -7%
BP
1181
BBR Partners
New York
$231K +$14.4K +257 +7%
LFG
1182
Larson Financial Group
Missouri
$230K +$56.1K +1,000 +32%
SC
1183
Scotia Capital
Ontario, Canada
$228K -$109K -1,941 -32%
IC
1184
Intersect Capital
California
$224K -$228K -4,066 -50%
LCM
1185
Leisure Capital Management
California
$224K – – –
FWSM
1186
First Wilshire Securities Management
California
$224K – – –
FPGK
1187
Financial Partners Group (Kansas)
Kansas
$223K -$6.19M -118,750 -97%
OMC
1188
Overbrook Management Corp
New York
$223K -$202K -3,600 -48%
SBIA
1189
Sheaff Brock Investment Advisors
Indiana
$223K -$40.8K -725 -15%
RZH
1190
Relyea Zuckerberg Hanson
Connecticut
$222K +$8.07K +144 +4%
SIA
1191
Sovereign Investment Advisors
Arizona
$221K – – –
PCMK
1192
Paragon Capital Management (Kansas)
Kansas
$219K -$14.4K -256 -6%
WC
1193
Woodstock Corp
Massachusetts
$217K -$5.62K -100 -3%
DHFB
1194
Dixon Hubard Feinour & Brown
Virginia
$216K -$57.8K -1,030 -21%
COF
1195
Capital One Financial
Virginia
$215K +$215K +3,832 New
MWM
1196
Merriman Wealth Management
Washington
$214K -$3.47M -61,929 -94%
FBB
1197
Fulton Breakefield Broenniman
Maryland
$214K -$5.27K -94 -2%
ZB
1198
Zions Bancorporation
Utah
$214K +$34.6K +617 +19%
NEIRG
1199
New England Investment & Retirement Group
Massachusetts
$213K – – –
VBFG
1200
Vishria Bird Financial Group
Tennessee
$213K – – –
46 47
48
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