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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 %
RP
1326
Rice Partnership
Hawaii
$19K +$19K +338 New
SIM
1327
Sonora Investment Management
Arizona
$18K -$15.5K -281 -46%
WEC
1328
Winslow Evans & Crocker
Massachusetts
$18K -$11.9K -194 -40%
LWM
1329
Lenox Wealth Management
Ohio
$18K – – –
TCM
1330
Tradewinds Capital Management
Washington
$18K – – –
FCMT
1331
Founders Capital Management (Texas)
Texas
$18K +$55 +1 +0.3%
RTC
1332
Riverview Trust Company
Washington
$17K – – –
CP
1333
Covenant Partners
Tennessee
$17K – – –
ACA
1334
Atlas Capital Advisors
Wyoming
$16.8K – – –
RFA
1335
Reilly Financial Advisors
California
$16K +$4.1K +75 +34%
CH
1336
Canton Hathaway
Rhode Island
$15K – – –
PFO
1337
Pathstone Family Office
New Jersey
$15K +$15K +267 New
NL
1338
NVWM LLC
Pennsylvania
$14K -$59.6K -1,065 -81%
IFAM
1339
Institutional & Family Asset Management
Colorado
$14K -$6.44K -115 -32%
PFSC
1340
Peoples Financial Services Corp
Pennsylvania
$14K – – –
DWM
1341
Darwin Wealth Management
Florida
$13K +$13K +252 New
JHCP
1342
Jackson Hole Capital Partners
Oklahoma
$12K – – –
AWM
1343
Atticus Wealth Management
Florida
$12K – – –
BEI
1344
Benjamin Edwards Inc
Missouri
$12K +$8.33K +143 +227%
RCA
1345
Ranch Capital Advisors
Florida
$11K +$11K +204 New
GFPC
1346
Global Financial Private Client
Florida
$10.8K -$887 -17 -8%
GIP
1347
Granite Investment Partners
California
$10K -$63.4K -1,097 -86%
HWA
1348
HCR Wealth Advisors
California
$10K – – –
MWM
1349
MBE Wealth Management
Wisconsin
$10K +$10K +191 New
MCM
1350
MV Capital Management
Maryland
$9K -$703K -12,573 -99%
52 53
54
55 56