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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
$1.33B
2
MRC
Millburn Ridgefield Corp
New York
$172M
3
CCA
Catalyst Capital Advisors
New York
$172M
4
PPFA
Provida Pension Fund Administrator
Chile
$343M
5
FCAS
First Command Advisory Services
Texas
$603M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$740M
2
RJFSA
Raymond James Financial Services Advisors
Florida
$0
3
HNB
Huntington National Bank
Ohio
$98.6M
4
Ameriprise
Ameriprise
Minnesota
$379M
5
UBS Group
UBS Group
Switzerland
$929M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$1.86B -$21.3M -379,553 -1%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.33B +$590M +10,515,171 +79%
Wells Fargo
3
Wells Fargo
California
$1.04B -$93.4M -1,663,991 -8%
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$973M +$108M +1,917,516 +12%
UBS Group
5
UBS Group
Switzerland
$929M -$102M -1,812,959 -10%
Morgan Stanley
6
Morgan Stanley
New York
$740M -$346M -6,173,999 -32%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$625M -$22.9M -407,599 -4%
FCAS
8
First Command Advisory Services
Texas
$603M +$109M +1,943,860 +22%
BlackRock
9
BlackRock
New York
$494M +$3.28M +58,471 +0.7%
PNC Financial Services Group
10
PNC Financial Services Group
Pennsylvania
$490M +$4.85M +86,437 +1%
RJA
11
Raymond James & Associates
Florida
$416M +$12.9M +229,737 +3%
Ameriprise
12
Ameriprise
Minnesota
$379M -$115M -2,031,302 -23%
Goldman Sachs
13
Goldman Sachs
New York
$361M +$62.9M +1,120,438 +21%
PPFA
14
Provida Pension Fund Administrator
Chile
$343M +$160M +2,836,000 +87%
Northern Trust
15
Northern Trust
Illinois
$306M -$1.3M -23,092 -0.4%
US Bancorp
16
US Bancorp
Minnesota
$295M -$15.7M -280,670 -5%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$283M +$6.53M +116,446 +2%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$261M -$78.4M -1,396,459 -23%
LPL Financial
19
LPL Financial
California
$230M -$41.2M -735,055 -15%
KeyBank National Association
20
KeyBank National Association
Ohio
$214M -$581K -10,362 -0.3%
RFC
21
Regions Financial Corp
Alabama
$187M +$9.2M +163,923 +5%
GT
22
Glenmede Trust
Pennsylvania
$180M – – –
Truist Financial
23
Truist Financial
North Carolina
$177M -$27.2M -484,149 -13%
MRC
24
Millburn Ridgefield Corp
New York
$172M +$172M +3,065,261 New
CCA
25
Catalyst Capital Advisors
New York
$172M +$172M +3,065,261 New
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