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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 %
WWM
1351
Willingdon Wealth Management
North Carolina
$9K -$26.1K -481 -74%
WFMPM
1352
Woodley Farra Manion Portfolio Management
Indiana
$7K – – –
BC
1353
Barnett & Company
Tennessee
$6K – – –
AIC
1354
Archer Investment Corporation
Indiana
$5K -$309K -5,321 -98%
FPFS
1355
First Personal Financial Services
North Carolina
$5K -$13.2K -238 -73%
LWA
1356
Lenox Wealth Advisors
New York
$4K -$13.8K -266 -78%
VNA
1357
Valley National Advisers
Pennsylvania
$4K -$4.91K -92 -55%
BHWM
1358
Bay Harbor Wealth Management
Maryland
$4K – – –
JPLA
1359
Joseph P. Lucia & Associates
New York
$4K – – –
FWM
1360
FSA Wealth Management
Massachusetts
$4K – – –
IBOK
1361
Independence Bank of Kentucky
Kentucky
$4K – – –
PK
1362
Pflug Koory
Nebraska
$4K – – –
BL
1363
Balentine LLC
Georgia
$4K +$51 +1 +1%
GG
1364
Gleason Group
Kentucky
$3K -$26.8K -465 -90%
LAS
1365
Lloyd Advisory Services
Georgia
$3K – – –
WCG
1366
Weaver Consulting Group
California
$3K – – –
NL
1367
NWAM LLC
Washington
$2.21K +$92 +1,648 +4%
SFC
1368
SYM Financial Corp
Indiana
$2K -$111K -1,895 -98%
HGWM
1369
Harvest Group Wealth Management
Massachusetts
$2K – – –
FWM
1370
Focused Wealth Management
New York
$2K – – –
HFS
1371
HBC Financial Services
Washington
$2K – – –
WA
1372
WBH Advisory
Maryland
$1.13K -$2.92K -52,017 -72%
EW
1373
Evoke Wealth
California
$1.07K +$1.07K +19 New
1W
1374
1776 Wealth
Georgia
$1K +$500 +12 +100%
CCT
1375
Capital City Trust
Florida
$500 +$210 +3,735 +72%
53 54
55
56 57