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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 %
GFPC
1301
Global Financial Private Capital
Florida
$36K -$9.34K -165 -21%
BWA
1302
Burt Wealth Advisors
Maryland
$35K – – –
MRCM
1303
M&R Capital Management
New Jersey
$33K – – –
WCM
1304
Wealthcare Capital Management
Virginia
$32K -$83.5K -1,466 -72%
CBT
1305
Central Bank & Trust
Kentucky
$29K -$1.3M -23,428 -98%
IAS
1306
IMA Advisory Services
Colorado
$29K – – –
RDWM
1307
Red Door Wealth Management
Tennessee
$29K +$29K +524 New
TC
1308
Tatro Capital
Kentucky
$28K +$28K +500 New
RMC
1309
Resources Management Corp
Connecticut
$27K +$5.43K +96 +25%
KFS
1310
Kelly Financial Services
Massachusetts
$26.6K +$112 +2 +0.4%
SIS
1311
Sound Income Strategies
Florida
$25K – – –
RFM
1312
Royal Fund Management
Florida
$25K +$324 +6 +1%
FMTCOCP
1313
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$24K -$73.4K -1,300 -75%
NG
1314
NWK Group
California
$24K – – –
RIA
1315
RPG Investment Advisory
California
$24K +$24K +425 New
IA
1316
Independence Advisors
Pennsylvania
$23K -$13.1K -234 -36%
IRAG
1317
Investment Research & Advisory Group
Georgia
$23K – – –
AIM
1318
Anchor Investment Management
South Carolina
$22.5K – – –
TFA
1319
Toth Financial Advisory
Virginia
$22K – – –
EK
1320
Evensky & Katz
Florida
$21K +$1.97K +35 +10%
LWA
1321
Lowe Wealth Advisors
Maryland
$20K +$1.06K +19 +6%
Schroder Investment Management Group
1322
Schroder Investment Management Group
United Kingdom
$19K -$958K -17,150 -98%
CICI
1323
Capital Investment Counsel Inc
North Carolina
$19K -$3.03K -53 -14%
CDIA
1324
Capital Directions Investment Advisors
Georgia
$19K – – –
PCTC
1325
Perkins Coie Trust Company
Washington
$19K – – –
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