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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 %
FA
1276
Fortis Advisors
Pennsylvania
$66K +$20.7K +371 +46%
GI
1277
Gradient Investments
Minnesota
$65K -$17.2K -305 -21%
VRM
1278
Vectors Research Management
New York
$65K – – –
SAM
1279
S.A. Mason
Michigan
$61K +$56 +1 +0.1%
BAM
1280
Barrett Asset Management
New York
$59K -$94.1K -1,675 -61%
APW
1281
Acima Private Wealth
Virginia
$58K – – –
CA
1282
Centerpoint Advisors
Massachusetts
$56K -$5.01K -89 -8%
FEG
1283
Financial Enhancement Group
Indiana
$55K – – –
DAM
1284
Delta Asset Management
Tennessee
$51K -$6.85K -122 -12%
SCA
1285
Stonebridge Capital Advisors
Minnesota
$51K – – –
MWP
1286
Meridian Wealth Partners
Pennsylvania
$50K -$21.9K -395 -31%
TSW
1287
Thompson Siegel & Walmsley
Virginia
$49K -$1.69K -30 -3%
DCM
1288
Disciplina Capital Management
Tennessee
$48K – – –
BAMG
1289
Brand Asset Management Group
Missouri
$46K -$8.1K -144 -15%
KPW
1290
Kore Private Wealth
New York
$46K – – –
PAIM
1291
Punch & Associates Investment Management
Minnesota
$45K – – –
BFC
1292
Bedel Financial Consulting
Indiana
$44K +$2.51K +45 +6%
AP
1293
Atwood & Palmer
Missouri
$42K +$36.7K +650 +691%
SL
1294
Salomon & Ludwin
Virginia
$41K -$47.2K -835 -53%
ACB
1295
Aristotle Capital Boston
Massachusetts
$40K -$155K -2,783 -79%
LWM
1296
Liberty Wealth Management
California
$40K -$43.1K -768 -52%
EWM
1297
Elmwood Wealth Management
California
$39.4K +$39.4K +512 New
OSNBOA
1298
Old Second National Bank of Aurora
Illinois
$38K -$9.61K -175 -20%
HFM
1299
Hartford Financial Management
Connecticut
$37K -$729 -13 -2%
FDCDDQ
1300
Federation des caisses Desjardins du Quebec
Quebec, Canada
$36.5K – – –
50 51
52
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