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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 %
NAM
176
NorthCoast Asset Management
Connecticut
$12.4M +$332K +5,916 +3%
PW
177
Price Wealth
Texas
$12.4M -$7.65M -136,372 -38%
NA
178
Nottingham Advisors
New York
$12.2M -$167K -2,920 -1%
CAAS
179
Capital Asset Advisory Services
Michigan
$12.2M +$4.72M +81,864 +63%
AWC
180
Abundance Wealth Counselors
Pennsylvania
$12.1M +$305K +5,434 +3%
TPCW
181
TD Private Client Wealth
New York
$12.1M +$645K +11,497 +6%
UOMF
182
University of Massachusetts Foundation
Massachusetts
$12.1M – – –
RWM
183
RKL Wealth Management
Pennsylvania
$12M +$3.51M +62,558 +41%
Principal Financial Group
184
Principal Financial Group
Iowa
$11.9M +$275K +4,893 +2%
BFPW
185
BOK Financial Private Wealth
Colorado
$11.9M -$2.5M -44,584 -17%
AWM
186
Altium Wealth Management
New York
$11.9M -$1.03M -18,427 -8%
LF
187
Lee Financial
Texas
$11.9M -$276K -4,919 -2%
HWM
188
HighMark Wealth Management
Minnesota
$11.9M +$414K +7,402 +4%
Rockefeller Capital Management
189
Rockefeller Capital Management
New York
$11.8M +$3.33M +59,318 +39%
CCFCSB
190
Cape Cod Five Cents Savings Bank
Massachusetts
$11.6M +$365K +6,500 +3%
GBA
191
Global Beta Advisors
Pennsylvania
$11.6M +$1.06M +18,870 +10%
RW
192
RVW Wealth
California
$11.6M -$13.1M -233,113 -53%
Cetera Investment Advisers
193
Cetera Investment Advisers
Illinois
$11.5M +$1.1M +19,572 +11%
TC
194
Trilogy Capital
California
$11.4M +$1.64M +26,793 +17%
AWA
195
Alaska Wealth Advisors
Alaska
$11.4M -$8.05M -143,540 -41%
Natixis Advisors
196
Natixis Advisors
Massachusetts
$11.3M +$3.45M +61,568 +44%
EGWAG
197
Elwood & Goetz Wealth Advisory Group
Georgia
$11.3M +$1.4M +24,974 +14%
WPA
198
West Paces Advisors
Georgia
$11.2M +$1.02M +18,133 +10%
FHB
199
First Hawaiian Bank
Hawaii
$11.2M +$335K +5,973 +3%
LS
200
Liquid Strategies
Georgia
$11M +$2.91M +51,775 +36%
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