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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 %
BIAS
126
Beacon Investment Advisory Services
New Jersey
$19.7M -$9.34M -166,407 -32%
PCA
127
Personal Capital Advisors
California
$19.5M +$18.5M +301,512 +1,877%
MFW
128
Meristem Family Wealth
Minnesota
$19.4M +$377K +6,720 +2%
NQWM
129
Northwest Quadrant Wealth Management
Oregon
$19.4M +$2.75M +45,241 +17%
MGIA
130
Moneta Group Investment Advisors
Missouri
$19.1M +$2.21M +39,356 +13%
FNBOH
131
First National Bank of Hutchinson
Kansas
$18.8M +$886K +15,799 +5%
LSAG
132
Lake Street Advisors Group
New Hampshire
$18.6M -$10.2M -181,041 -35%
BP
133
Ballentine Partners
Massachusetts
$18.6M -$1.01M -17,930 -5%
AAS
134
Avantax Advisory Services
Texas
$18.6M -$1.62M -28,786 -8%
CPSAC
135
Chas P. Smith & Associates (CPS)
Florida
$18.5M +$1.04M +18,613 +6%
AAS
136
Annex Advisory Services
Wisconsin
$18.3M -$582K -10,367 -3%
VR
137
Viridian RIA
Washington
$18.1M -$464K -8,270 -3%
Susquehanna International Group
138
Susquehanna International Group
Pennsylvania
$17.9M +$17.9M +318,898 New
BCI
139
Brinker Capital Investments
Pennsylvania
$17.9M +$683K +12,169 +4%
HW
140
Hancock Whitney
Mississippi
$17.7M -$820K -14,607 -4%
NCM
141
Nelson Capital Management
California
$17.7M +$225K +4,001 +1%
JWA
142
JFS Wealth Advisors
Pennsylvania
$17.5M -$623K -11,096 -3%
SWP
143
Stratos Wealth Partners
Ohio
$17.4M -$229K -4,082 -1%
CIA
144
Capital Investment Advisors
Georgia
$17.3M -$2.39M -42,569 -12%
MCWS
145
McKinley Carter Wealth Services
West Virginia
$17.3M -$6.76M -120,545 -28%
VCM
146
Vision Capital Management
Oregon
$16.8M +$2.55M +45,434 +18%
AFG
147
Albion Financial Group
Utah
$16.8M +$89.5K +1,595 +0.5%
HL
148
HeadInvest LLC
Maine
$16.3M -$319K -5,677 -2%
FEG
149
Fund Evaluation Group
Ohio
$16.3M +$16.3M +290,000 New
FSC
150
Full Sail Capital
Oklahoma
$16.1M +$7.93M +125,048 +97%
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