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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 %
SMC
201
Smith, Moore & Co
Missouri
$11M -$434K -7,737 -4%
CFIA
202
Cantor Fitzgerald Investment Advisors
New York
$10.8M +$9.82K +175 +0.1%
CS
203
Comerica Securities
Michigan
$10.8M +$1.47M +26,240 +16%
TFO
204
Tarbox Family Office
California
$10.5M -$7.8M -139,007 -43%
GC
205
GFG Capital
Florida
$10.4M +$142K +2,539 +1%
CBB
206
Citizens Business Bank
California
$10.4M +$762K +13,588 +8%
HSA
207
HBK Sorce Advisory
Pennsylvania
$10.3M -$971K -17,299 -9%
HS
208
Horan Securities
United States
$10.2M +$465K +8,293 +5%
GG
209
Gofen & Glossberg
Illinois
$10.1M +$48.1K +858 +0.5%
Public Sector Pension Investment Board (PSP Investments)
210
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$10M +$3.44M +61,225 +52%
TF
211
TimeScale Financial
Massachusetts
$9.98M +$4.68M +83,452 +88%
RJT
212
Raymond James Trust
Florida
$9.85M +$70.1K +1,249 +0.7%
LNC
213
Lincoln National Corp
Pennsylvania
$9.72M +$848K +15,116 +10%
SIC
214
Shoker Investment Counsel
Ohio
$9.57M +$332K +5,914 +4%
GFS
215
GYL Financial Synergies
Connecticut
$9.54M -$4.44M -79,168 -32%
CFGS
216
Concourse Financial Group Securities
Alabama
$9.52M +$488K +8,697 +5%
MSA
217
Mason Street Advisors
Wisconsin
$9.48M +$6.15M +109,637 +185%
SFS
218
Summit Financial Strategies
Ohio
$9.44M +$315K +5,619 +3%
CAG
219
Crestwood Advisors Group
Massachusetts
$9.43M -$35.8M -638,454 -79%
SFG
220
Sage Financial Group
Pennsylvania
$9.43M +$2.96M +52,718 +46%
AIC
221
Ameritas Investment Company
Nebraska
$9.31M +$5.48M +103,477 +143%
CA
222
Capital Advantage
California
$9.28M -$132K -2,227 -1%
AIA
223
Ally Invest Advisors
North Carolina
$9.24M +$2.6M +46,344 +39%
FWM
224
Fairhaven Wealth Management
Illinois
$9.21M +$1.42M +25,236 +18%
NA
225
NewEdge Advisors
Louisiana
$9.2M +$245K +4,375 +3%
7 8
9
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