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iShares Core S&P Small-Cap ETF
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Overview Fund Activity

1,436 hedge funds and large institutions have $27.8B invested in iShares Core S&P Small-Cap ETF in 2020 Q2 according to their latest regulatory filings, with 153 funds opening new positions, 547 increasing their positions, 627 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,436
Holders Change
+56
Holders Change %
+4.06%
% of All Funds
29.52%
Holding in Top 10
209
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+4.5%
% of All Funds
4.3%
New
153
Increased
547
Reduced
627
Closed
87
Calls
$120M
Puts
$30.8M
Net Calls
+$89M
Net Calls Change
+$91.2M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$953M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$1.93B
3
RJFSA
Raymond James Financial Services Advisors
Florida
$240M
4
BlackRock
BlackRock
New York
$793M
5
Citigroup
Citigroup
New York
$224M

Top Sellers

1
Wells Fargo
Wells Fargo
California
$1.07B
2
HNB
Huntington National Bank
Ohio
$110M
3
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$28.3M
4
Bank of America
Bank of America
North Carolina
$2.19B
5
USAA
United Services Automobile Association
Texas
$53M
Name Holding Trade Value Shares
Change 		Shares
Change %
CTC
226
Central Trust Company
Missouri
$11.7M -$4.82M -70,629 -29%
GG
227
Gofen & Glossberg
Illinois
$11.7M -$635K -9,305 -5%
EH
228
Equitable Holdings
New York
$11.5M +$2.83M +41,425 +32%
ETS
229
ESL Trust Services
New York
$11.5M +$1.59M +23,290 +16%
PI
230
PFS Investments
Georgia
$11.1M +$287K +4,205 +3%
AWE
231
Avidian Wealth Enterprises
Texas
$11M +$11M +161,236 New
Rockefeller Capital Management
232
Rockefeller Capital Management
New York
$10.8M -$3.54M -51,844 -25%
Legal & General Group
233
Legal & General Group
United Kingdom
$10.6M +$3.01M +44,000 +39%
AllianceBernstein
234
AllianceBernstein
Tennessee
$10.6M +$9.68M +141,771 +1,033%
NEPPG
235
New England Professional Planning Group
Rhode Island
$10.6M +$717K +9,470 +7%
BFO
236
Boston Family Office
Massachusetts
$10.6M -$254K -3,713 -2%
CA
237
Capital Advantage
California
$10.6M -$126K -1,844 -1%
T
238
TrueFG
Texas
$10.5M +$230K +3,362 +2%
RCA
239
Resonant Capital Advisors
Wisconsin
$10.5M +$4.53M +66,334 +76%
EIG
240
Ellenbecker Investment Group
Wisconsin
$10.5M +$1.61M +23,566 +18%
HSBC Holdings
241
HSBC Holdings
United Kingdom
$10.4M +$6.26M +91,691 +151%
KLI
242
Kelman-Lazarov Inc
Tennessee
$10.3M +$86.7K +1,269 +0.8%
FANJ
243
Financial Architects (New Jersey)
New Jersey
$10.3M -$377K -5,521 -4%
RAM
244
Riggs Asset Management
Pennsylvania
$10.3M +$10.3M +151,217 New
SBSB
245
Sullivan, Bruyette, Speros & Blaney
Virginia
$10.3M +$43.6K +638 +0.4%
CIBC Private Wealth Group
246
CIBC Private Wealth Group
Georgia
$10.2M -$18.4M -269,097 -64%
CBB
247
Citizens Business Bank
California
$10.2M -$2.43M -35,545 -19%
LFS
248
Lutz Financial Services
Nebraska
$10.2M +$2.22M +32,571 +28%
ACB
249
Aristotle Capital Boston
Massachusetts
$10.1M +$10.1M +147,262 +20,482%
HSA
250
HBK Sorce Advisory
Pennsylvania
$10M -$2.54M -37,172 -20%
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