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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 %
LCC
1376
Lincoln Capital Corp
Rhode Island
$360 – – –
MLL
1377
Moody Lynn & Lieberson
Massachusetts
$343 +$171 +3,050 +100%
FCH
1378
Freestone Capital Holdings
Washington
$273 -$23 -415 -8%
FGAM
1379
Financial Gravity Asset Management
Texas
$14 -$13 -237 -49%
RJFSA
1380
Raymond James Financial Services Advisors
Florida
– -$343M -4,088,537 Closed
CSIA
1381
Charles Schwab Investment Advisory
California
– -$101M -1,205,162 Closed
AI
1382
Atria Investments
North Carolina
– -$55.2M -657,925 Closed
Barclays
1383
Barclays
United Kingdom
– -$51.1M -608,828 Closed
SMM
1384
Stadion Money Management
Georgia
– -$39.9M -475,939 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
1385
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
– -$37.7M -450,000 Closed
IAA
1386
Independent Advisor Alliance
North Carolina
– -$27.5M -327,632 Closed
AF
1387
Ally Financial
Michigan
– -$26M -310,000 Closed
CC
1388
Chanos & Company
New York
– -$19.9M -237,908 Closed
MIM
1389
Miller Investment Management
Pennsylvania
– -$19.6M -233,600 Closed
WAM
1390
Wallington Asset Management
Indiana
– -$18.3M -217,671 Closed
SAS
1391
Sage Advisory Services
Texas
– -$15.4M -183,321 Closed
JMFC
1392
J.M. Forbes & Co
Massachusetts
– -$13.8M -165,142 Closed
PL
1393
Polianta Ltd
Jersey
– -$12.1M -144,900 Closed
FDCC
1394
Foster Dykema Cabot & Co
Massachusetts
– -$10.9M -129,855 Closed
VWM
1395
Venturi Wealth Management
Texas
– -$10.1M -120,224 Closed
CTA
1396
Colonial Trust Advisors
South Carolina
– -$9.38M -111,847 Closed
ERSOT
1397
Employees Retirement System of Texas
Texas
– -$8.64M -103,000 Closed
GSC
1398
G&S Capital
Colorado
– -$8.45M -100,764 Closed
BWM
1399
BT Wealth Management
Georgia
– -$8.15M -97,234 Closed
RCM
1400
Requisite Capital Management
Texas
– -$8.1M -96,543 Closed
54 55
56
57 58