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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
$1.33B
2
MRC
Millburn Ridgefield Corp
New York
$172M
3
CCA
Catalyst Capital Advisors
New York
$172M
4
PPFA
Provida Pension Fund Administrator
Chile
$343M
5
FCAS
First Command Advisory Services
Texas
$603M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$740M
2
RJFSA
Raymond James Financial Services Advisors
Florida
$0
3
HNB
Huntington National Bank
Ohio
$98.6M
4
Ameriprise
Ameriprise
Minnesota
$379M
5
UBS Group
UBS Group
Switzerland
$929M
Name Holding Trade Value Shares
Change 		Shares
Change %
MCM
101
MAI Capital Management
Ohio
$27.1M +$2.01M +35,817 +8%
MPWT
102
MassMutual Private Wealth & Trust
Connecticut
$25.8M -$69.5K -1,239 -0.3%
WAM
103
Wealthspire Advisors (Maryland)
Maryland
$25.8M -$6.9M -122,923 -21%
MFG
104
Magnus Financial Group
New York
$25.3M +$1.83M +32,634 +8%
BSB
105
Bangor Savings Bank
Maine
$24.6M +$1.35M +24,056 +6%
LWMT
106
Legacy Wealth Management (Tennessee)
Tennessee
$24.2M -$14.2M -252,772 -37%
VC
107
Vicus Capital
Pennsylvania
$24.1M +$398K +7,090 +2%
BF
108
BOK Financial
Oklahoma
$23.8M +$1.82M +32,417 +8%
MAM
109
Madison Asset Management
Wisconsin
$23.7M -$27M -481,965 -53%
CIBC Private Wealth Group
110
CIBC Private Wealth Group
Georgia
$23.5M -$798K -14,223 -3%
WA
111
Wealth Architects
California
$23.4M -$781K -13,915 -3%
DT
112
Diversified Trust
Tennessee
$23.2M -$114K -2,036 -0.5%
CI
113
Conning Inc
Connecticut
$23.1M +$2.34M +41,775 +11%
CWM
114
Connecticut Wealth Management
Connecticut
$22.9M +$2.21M +39,388 +11%
Bessemer Group
115
Bessemer Group
New Jersey
$22.8M +$1.38M +24,526 +6%
FCBT
116
First Citizens Bank & Trust
North Carolina
$22.7M +$7.58M +135,072 +50%
PV
117
Private Vista
Illinois
$22.5M -$15.7M -279,640 -41%
GWM
118
Geneos Wealth Management
Colorado
$22.5M +$279K +5,087 +1%
TC
119
Telemus Capital
Michigan
$22.3M -$579K -8,755 -3%
CA
120
Cetera Advisors
Colorado
$21.8M +$1.78M +31,738 +9%
MWM
121
Mission Wealth Management
California
$21.1M +$15.3M +272,552 +262%
CCM
122
Covington Capital Management
California
$20.9M -$124K -2,213 -0.6%
SPIA
123
Steward Partners Investment Advisory
New York
$20.9M +$1.93M +34,383 +10%
WT
124
Whittier Trust
California
$20.6M +$4.74M +84,551 +30%
Fiera Capital (Canada)
125
Fiera Capital (Canada)
Quebec, Canada
$20M -$247K -4,399 -1%
3 4
5
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