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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 %
HI
251
Human Investing
Oregon
$9.99M +$561K +8,222 +6%
MA
252
MCF Advisors
Kentucky
$9.92M -$480K -7,031 -5%
5L
253
55I LLC
Massachusetts
$9.79M +$9.08M +132,892 +1,272%
ASN
254
Advisory Services Network
Georgia
$9.64M +$1.02M +14,893 +12%
A
255
AdvicePeriod
California
$9.57M +$186K +2,730 +2%
HCM
256
Hudson Capital Management
New Jersey
$9.56M -$1.32M -19,388 -12%
NCM
257
Noesis Capital Mangement
Florida
$9.53M +$9.09M +133,170 +2,078%
MHS
258
M Holdings Securities
Oregon
$9.52M +$2.98M +43,572 +45%
MSA
259
Marino Stram & Associates
Massachusetts
$9.43M +$506K +7,410 +6%
SPP
260
Single Point Partners
Massachusetts
$9.43M +$391K +5,726 +4%
MAS
261
Managed Account Services
Florida
$9.41M -$2.22M -31,670 -19%
DADC
262
D.A. Davidson & Co
Montana
$9.37M -$8.05M -117,944 -46%
LS
263
Liquid Strategies
Georgia
$9.35M -$4.08M -59,810 -30%
PA
264
Planning Alternatives
Michigan
$9.34M +$661K +9,684 +8%
HI
265
Hudock Inc
Pennsylvania
$9.32M -$8.39M -122,885 -47%
SAM
266
Summit Asset Management
Tennessee
$9.32M +$121K +1,765 +1%
PFM
267
Phillips Financial Management
Indiana
$9.32M +$1.42M +20,807 +18%
EVM
268
Eaton Vance Management
Massachusetts
$9.24M +$1.01M +14,784 +12%
SIC
269
Shoker Investment Counsel
Ohio
$9.23M -$2.41M -35,342 -21%
FHA
270
First Horizon Advisors
Tennessee
$9.22M -$235K -3,437 -2%
CB
271
Community Bank
New York
$9.12M +$657K +9,627 +8%
Natixis Advisors
272
Natixis Advisors
Massachusetts
$9.09M -$4.69M -68,618 -34%
JIC
273
Johnson Investment Counsel
Ohio
$9.09M +$42.5K +622 +0.5%
HR
274
Hardy Reed
Mississippi
$9M – – –
HT
275
Hefren-Tillotson
Pennsylvania
$9M +$9M +52,258 New
9 10
11
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