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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 %
TAM
1551
Tealwood Asset Management
Minnesota
– -$246K -2,934 Closed
MWPCG
1552
Measured Wealth Private Client Group
New Hampshire
– -$246K -2,931 Closed
NB
1553
NBT Bank
New York
– -$241K -2,879 Closed
DE
1554
Day & Ennis
Georgia
– -$240K -2,867 Closed
NWM
1555
Northwest Wealth Management
Iowa
– -$240K -2,857 Closed
CBTWT
1556
Community Bank & Trust (Waco, Texas)
Texas
– -$238K -2,840 Closed
FAM
1557
Formidable Asset Management
Ohio
– -$237K -2,810 Closed
IIM
1558
Ipswich Investment Management
Massachusetts
– -$234K -2,795 Closed
LAIC
1559
Lederer & Associates Investment Counsel
California
– -$233K -2,780 Closed
BTW
1560
Boston Trust Walden
Massachusetts
– -$233K -2,776 Closed
KCM
1561
Kornitzer Capital Management
Kansas
– -$233K -2,775 Closed
AAA
1562
Adams Asset Advisors
Texas
– -$228K -2,728 Closed
RPSA
1563
Richard P. Slaughter Associates
Texas
– -$227K -2,702 Closed
DMC
1564
Drexel Morgan & Co
Pennsylvania
– -$226K -2,700 Closed
AWM
1565
Aries Wealth Management
Maine
– -$225K -2,690 Closed
SCM
1566
Stordahl Capital Management
Colorado
– -$225K -2,681 Closed
UR
1567
USCA RIA
Texas
– -$225K -2,679 Closed
DA
1568
Detalus Advisors
Missouri
– -$225K -2,678 Closed
PA
1569
Parkside Advisors
California
– -$223K -2,664 Closed
P
1570
Pitcairn
Pennsylvania
– -$222K -2,650 Closed
3F
1571
360 Financial
Minnesota
– -$217K -2,630 Closed
CCA
1572
Cobblestone Capital Advisors
New York
– -$219K -2,607 Closed
IFS
1573
Ifrah Financial Services
Arkansas
– -$218K -2,605 Closed
IPW
1574
Inlet Private Wealth
Florida
– -$218K -2,600 Closed
CWM
1575
Concentric Wealth Management
California
– -$217K -2,585 Closed
61 62
63
64 65