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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 %
OWM
1201
Orgel Wealth Management
Wisconsin
$211K -$39.2K -698 -16%
Wolverine Trading
1202
Wolverine Trading
Illinois
$211K +$211K +3,753 New
CFG
1203
Cooper Financial Group
California
$210K +$40K +713 +24%
KWMG
1204
King Wealth Management Group
Florida
$209K -$14.8M -263,146 -99%
BWP
1205
Baldwin Wealth Partners
Massachusetts
$209K – – –
ZCA
1206
Zeke Capital Advisors
Pennsylvania
$209K +$209K +3,730 New
IAN
1207
Integrated Advisors Network
Texas
$208K -$160K -2,847 -43%
SAM
1208
Strategy Asset Managers
California
$205K -$136K -2,412 -40%
JA
1209
JOYN Advisors
Georgia
$205K +$15.3K +272 +8%
GCM
1210
Gibraltar Capital Management
Oklahoma
$203K -$1.93M -34,478 -91%
AIM
1211
Axiom Investment Management
New York
$203K -$12.1K -215 -6%
AIM
1212
Allen Investment Management
New York
$203K – – –
MC
1213
Martin & Co
Tennessee
$203K +$203K +3,614 New
GWM
1214
Gray Wealth Management
Maine
$202K +$202K +3,603 New
IWA
1215
Intercontinental Wealth Advisors
Texas
$200K +$174K +3,104 +672%
SMFS
1216
Squar Milner Financial Services
California
$197K -$218K -3,902 -53%
KFI
1217
Key Financial Inc
Pennsylvania
$193K -$75.5K -1,346 -28%
TFS
1218
TrustCore Financial Services
Tennessee
$187K -$3.42K -61 -2%
ANBT
1219
American National Bank & Trust
Texas
$183K -$4.89K -87 -3%
SIAS
1220
Shine Investment Advisory Services
Colorado
$175K – – –
PCIA
1221
Prime Capital Investment Advisors
Kansas
$175K +$94.5K +1,686 +117%
LCOV
1222
London Company of Virginia
Virginia
$169K +$169K +3,017 New
SG Americas Securities
1223
SG Americas Securities
New York
$164K – – –
TFA
1224
Transamerica Financial Advisors
Florida
$162K -$20.4K -362 -11%
LB
1225
Legacy Bridge
Iowa
$162K -$17.9K -319 -10%
47 48
49
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