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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 %
CCM
1576
Carlson Capital Management
Minnesota
– -$215K -2,568 Closed
G
1577
Gainplan
Michigan
– -$215K -2,566 Closed
CFA
1578
Camarda Financial Advisors
Florida
– -$214K -2,550 Closed
ACP
1579
Ashfield Capital Partners
California
– -$214K -2,550 Closed
ECM
1580
Estabrook Capital Management
New York
– -$213K -2,539 Closed
SA
1581
Shilanski & Associates
Alaska
– -$213K -2,536 Closed
SWA
1582
SFMG Wealth Advisors
Texas
– -$212K -2,525 Closed
AIA
1583
Alera Investment Advisors
Illinois
– -$208K -2,486 Closed
AWA
1584
Acorn Wealth Advisors
Michigan
– -$205K -2,459 Closed
SB
1585
Strategic Blueprint
Georgia
– -$206K -2,458 Closed
MFGP
1586
Marshall Financial Group (Pennsylvania)
Pennsylvania
– -$206K -2,458 Closed
NEPWA
1587
New England Private Wealth Advisors
Massachusetts
– -$207K -2,453 Closed
TB
1588
Terril Brothers
Missouri
– -$205K -2,444 Closed
GIA
1589
Guyasuta Investment Advisors
Pennsylvania
– -$204K -2,438 Closed
BFS
1590
Bradley Foster & Sargent
Connecticut
– -$202K -2,409 Closed
AIA
1591
Arbor Investment Advisors
North Carolina
– -$202K -2,403 Closed
CK
1592
Cohen Klingenstein
New York
– -$201K -2,400 Closed
HCA
1593
Horan Capital Advisors
Ohio
– -$154K -1,840 Closed
BRC
1594
Bell Rock Capital
Delaware
– -$128K -1,520 Closed
DC
1595
DeDora Capital
California
– -$116K -1,382 Closed
IFWM
1596
Institute for Wealth Management
Colorado
– -$93K -1,108 Closed
PWMG
1597
Prestige Wealth Management Group
New Jersey
– -$91K -1,088 Closed
NCM
1598
New Capital Management
Texas
– -$83K -987 Closed
IFA
1599
Interactive Financial Advisors
Illinois
– -$81K -969 Closed
LS
1600
Leelyn Smith
Illinois
– -$75 -889 Closed
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