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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 %
XF
301
XML Financial
Maryland
$8.15M +$31.3K +458 +0.4%
NFG
302
Nations Financial Group
Iowa
$8.14M +$227K +3,321 +3%
ZCM
303
Ziegler Capital Management
Illinois
$8.09M +$189K +2,769 +2%
AC
304
AlphaCore Capital
California
$8.09M +$1.18M +17,349 +17%
WAAG
305
Wealth Alliance Advisory Group
Kansas
$8.01M +$8.01M +117,305 New
ATC
306
Argent Trust Co
Tennessee
$7.94M -$2.02M -29,531 -20%
JFA
307
JNBA Financial Advisors
Minnesota
$7.87M -$341K -4,995 -4%
BFWA
308
Benchmark Financial Wealth Advisors
Florida
$7.87M +$5.12M +74,964 +186%
PAM
309
Peninsula Asset Management
Florida
$7.85M -$477K -6,992 -6%
CWA
310
Core Wealth Advisors
Florida
$7.84M -$552K -8,081 -7%
OPS
311
Orion Portfolio Solutions
Nebraska
$7.82M +$2.69M +39,327 +52%
ST
312
Smithfield Trust
Pennsylvania
$7.7M +$948K +13,888 +14%
OIS
313
Okabena Investment Services
Minnesota
$7.66M +$7.66M +112,092 New
LPT
314
Legacy Private Trust
Wisconsin
$7.57M +$1.45M +21,224 +24%
GPA
315
Guidance Point Advisors
Massachusetts
$7.52M -$310K -4,537 -4%
PWLP
316
Prio Wealth Limited Partnership
Massachusetts
$7.52M -$11.8M -173,484 -61%
FFS
317
Founders Financial Securities
Maryland
$7.5M +$140K +2,050 +2%
PHAM
318
Palisades Hudson Asset Management
Florida
$7.42M +$81.3K +1,191 +1%
BC
319
Brinker Capital
Pennsylvania
$7.38M -$118K -1,727 -2%
PFG
320
PAX Financial Group
Texas
$7.36M +$7.36M +107,761 New
DAS
321
Dynamic Advisor Solutions
Arizona
$7.33M +$125K +1,824 +2%
PFP
322
Pinnacle Financial Partners
Tennessee
$7.31M +$346K +5,072 +5%
LFS
323
Legacy Financial Strategies
Kansas
$7.28M -$29.1K -426 -0.4%
HFA
324
High Falls Advisors
New York
$7.25M +$521K +7,625 +8%
I
325
IberiaBank
Louisiana
$7.17M -$644K -9,436 -8%
11 12
13
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