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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 %
CL
1501
CPWM LLC
Washington
– -$358K -4,274 Closed
B
1502
Brightworth
Georgia
– -$341K -4,063 Closed
ECG
1503
Edge Capital Group
Georgia
– -$340K -4,052 Closed
CST
1504
Charles Schwab Trust
Nevada
– -$330K -3,932 Closed
BS
1505
Boenning & Scattergood
Pennsylvania
– -$329K -3,928 Closed
CPC
1506
Congress Park Capital
New York
– -$324K -3,862 Closed
AWE
1507
Avidian Wealth Enterprises
Texas
– -$323K -3,856 Closed
DWM
1508
Dakota Wealth Management
Florida
– -$322K -3,839 Closed
NAS
1509
Nicolet Advisory Services
Wisconsin
– -$316K -3,765 Closed
LBD
1510
Landsberg Bennett & Dubbaneh
Florida
– -$306K -3,659 Closed
ACA
1511
Ascension Capital Advisors
Texas
– -$302K -3,597 Closed
LFPWM
1512
Leicht Financial Planning & Wealth Management
New Jersey
– -$299K -3,565 Closed
KCM
1513
Karp Capital Management
California
– -$297K -3,547 Closed
IP
1514
Investment Partners
Ohio
– -$295K -3,519 Closed
CIM
1515
Confluence Investment Management
Missouri
– -$275K -3,515 Closed
VAM
1516
Verity Asset Management
North Carolina
– -$293K -3,490 Closed
HFA
1517
Hoover Financial Advisors
Pennsylvania
– -$291K -3,475 Closed
AWMG
1518
Alliance Wealth Management Group
New Jersey
– -$289K -3,473 Closed
HBWM
1519
Hollow Brook Wealth Management
New York
– -$291K -3,466 Closed
AFAS
1520
Acorn Financial Advisory Services
Virginia
– -$289K -3,434 Closed
CCM
1521
Coe Capital Management
Illinois
– -$286K -3,410 Closed
BFG
1522
Barber Financial Group
Kansas
– -$285K -3,405 Closed
CPSC
1523
Carl P. Sherr & Co
Massachusetts
– -$285K -3,396 Closed
MAP
1524
Milestone Advisory Partners
North Carolina
– -$284K -3,386 Closed
BCA
1525
Bay Colony Advisors
Massachusetts
– -$283K -3,345 Closed
59 60
61
62 63