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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 %
LRIA
1401
Leonard Rickey Investment Advisors
Washington
– -$7.66M -91,364 Closed
BL
1402
BFSG LLC
California
– -$7.59M -90,481 Closed
TCBWMS
1403
Texas Capital Bank Wealth Management Services
Texas
– -$6.93M -82,666 Closed
JWBC
1404
J.W. Burns & Co
New York
– -$6.8M -81,130 Closed
BAM
1405
Burgundy Asset Management
Ontario, Canada
– -$6.73M -80,293 Closed
PI
1406
PineBridge Investments
New York
– -$5.5M -65,531 Closed
BAAM
1407
Baker Avenue Asset Management
California
– -$5.23M -62,404 Closed
NSLI
1408
Nan Shan Life Insurance
Taiwan
– -$5.03M -60,000 Closed
FSA
1409
Financial Sense Advisors
California
– -$4.87M -58,101 Closed
JWCA
1410
J.W. Cole Advisors
Florida
– -$4.74M -56,560 Closed
CWG
1411
Cornerstone Wealth Group
North Carolina
– -$4.73M -56,406 Closed
PJSIMP
1412
P.J. Schmidt Investment Management (PJS)
Wisconsin
– -$4.62M -55,098 Closed
1832 Asset Management
1413
1832 Asset Management
Ontario, Canada
– -$4.37M -51,940 Closed
MWM
1414
MorganRosel Wealth Management
Colorado
– -$4.34M -51,799 Closed
PEA
1415
Pacific Edge Advisors
California
– -$4.23M -50,450 Closed
RC
1416
Rovin Capital
Arizona
– -$4.18M -49,834 Closed
RIM
1417
Redwood Investment Management
Arizona
– -$4.01M -47,859 Closed
CG
1418
Cutler Group
California
– -$3.71M -44,234 Closed
LF
1419
Lantz Financial
Illinois
– -$3.67M -43,795 Closed
MWP
1420
MYCIO Wealth Partners
Pennsylvania
– -$3.64M -43,433 Closed
NCP
1421
NexWave Capital Partners
New York
– -$3.63M -43,248 Closed
RHP
1422
Royal Harbor Partners
Texas
– -$3.51M -41,890 Closed
CA
1423
Crumly & Associates
Illinois
– -$3.47M -41,367 Closed
PWAP
1424
Private Wealth Advisors (Pennsylvania)
Pennsylvania
– -$3.17M -38,092 Closed
WP
1425
WealthPLAN Partners
Nebraska
– -$3.07M -36,601 Closed
55 56
57
58 59