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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 %
CMANY
1426
Capital Management Associates (New York)
New York
– -$2.74M -32,700 Closed
CMO
1427
Covenant Multifamily Offices
Texas
– -$2.68M -30,959 Closed
SPFA
1428
Summit Place Financial Advisors
New Jersey
– -$2.59M -30,925 Closed
RIG
1429
Renaissance Investment Group
Massachusetts
– -$2.5M -29,783 Closed
HF
1430
HRT Financial
New York
– -$2.31M -27,520 Closed
TWA
1431
Tillar-Wenstrup Advisors
Ohio
– -$2.19M -26,152 Closed
FMI
1432
Fiduciary Management Inc
Wisconsin
– -$2.04M -24,338 Closed
WAM
1433
Wakefield Asset Management
Colorado
– -$1.93M -23,065 Closed
JG
1434
Jefferies Group
New York
– -$1.6M -19,055 Closed
JSL
1435
JT Stratford LLC
Georgia
– -$1.54M -18,333 Closed
WA
1436
Winfield Associates
Ohio
– -$1.4M -16,631 Closed
SCP
1437
Shorepoint Capital Partners
Massachusetts
– -$1.37M -16,337 Closed
PAS
1438
Park Avenue Securities
New York
– -$1.37M -16,286 Closed
PG
1439
Pendal Group
Australia
– -$1.36M -16,200 Closed
TI
1440
Truepoint Inc
Ohio
– -$1.28M -15,282 Closed
BZWA
1441
Blue Zone Wealth Advisors
California
– -$1.24M -14,841 Closed
BIM
1442
Bridgecreek Investment Management
Oklahoma
– -$1.24M -14,750 Closed
Wellington Management Group
1443
Wellington Management Group
Massachusetts
– -$1.13M -13,500 Closed
FIM
1444
Freedom Investment Management
Connecticut
– -$1.11M -13,222 Closed
Neuberger Berman Group
1445
Neuberger Berman Group
New York
– -$1.07M -12,747 Closed
QIM
1446
Quantitative Investment Management
Virginia
– -$1.03M -12,273 Closed
BAM
1447
Beaumont Asset Management
Texas
– -$1.01M -11,987 Closed
PPSG
1448
Princeton Portfolio Strategies Group
New Jersey
– -$976K -11,638 Closed
CC
1449
Cadinha & Co
Hawaii
– -$960K -11,444 Closed
PWP
1450
Principle Wealth Partners
Connecticut
– -$900K -10,736 Closed
56 57
58
59 60