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

1,450 hedge funds and large institutions have $29.1B invested in iShares Core S&P Small-Cap ETF in 2020 Q3 according to their latest regulatory filings, with 100 funds opening new positions, 584 increasing their positions, 611 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,450
Holders Change
+14
Holders Change %
+0.97%
% of All Funds
29.33%
Holding in Top 10
207
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-0.96%
% of All Funds
4.19%
New
100
Increased
584
Reduced
611
Closed
70
Calls
$174M
Puts
$51.8M
Net Calls
+$122M
Net Calls Change
+$33.1M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$2.21B
2
Charles Schwab
Charles Schwab
California
$159M
3
Goldman Sachs
Goldman Sachs
New York
$542M
4
AA
Acorns Advisers
California
$91M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.06B

Top Sellers

1
PPFA
Provida Pension Fund Administrator
Chile
$289M
2
HNB
Huntington National Bank
Ohio
$98.5M
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$601M
4
Bank of America
Bank of America
North Carolina
$2.21B
5
AF
Ally Financial
Michigan
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WS
301
Wela Strategies
Georgia
$8.46M +$3.04M +43,354 +56%
PI
302
Pachira Investments
California
$8.45M -$194K -2,767 -2%
HCA
303
Heck Capital Advisors
Wisconsin
$8.44M -$4.01M -57,121 -32%
BCM
304
Brookstone Capital Management
Illinois
$8.43M +$7.78M +110,802 +1,202%
Victory Capital Management
305
Victory Capital Management
Texas
$8.33M -$14.4M -204,698 -63%
RCAG
306
Rehmann Capital Advisory Group
Michigan
$8.33M -$485K -6,908 -6%
JFA
307
JNBA Financial Advisors
Minnesota
$8.19M +$92K +1,310 +1%
PWLP
308
Prio Wealth Limited Partnership
Massachusetts
$8.12M +$393K +5,595 +5%
WAAG
309
Wealth Alliance Advisory Group
Kansas
$8.11M -$132K -1,874 -2%
CWA
310
Core Wealth Advisors
Florida
$8.08M +$20.1K +286 +0.2%
BFWA
311
Benchmark Financial Wealth Advisors
Florida
$8.07M -$16.9K -241 -0.2%
AC
312
AlphaCore Capital
California
$8.04M -$277K -3,941 -3%
XF
313
XML Financial
Maryland
$8.02M -$358K -5,103 -4%
HSA
314
HBK Sorce Advisory
Pennsylvania
$8M -$2.31M -32,882 -22%
ATC
315
Argent Trust Co
Tennessee
$7.95M -$211K -3,008 -3%
OIS
316
Okabena Investment Services
Minnesota
$7.9M +$23.3K +332 +0.3%
PFG
317
PAX Financial Group
Texas
$7.85M +$281K +3,999 +4%
WSFS
318
Wilmington Savings Fund Society
Delaware
$7.84M -$724K -10,307 -8%
DADC
319
D.A. Davidson & Co
Montana
$7.8M -$1.83M -26,039 -19%
BC
320
Brio Consultants
California
$7.79M +$1.25M +17,843 +19%
OPS
321
Orion Portfolio Solutions
Nebraska
$7.79M -$252K -3,593 -3%
LPT
322
Legacy Private Trust
Wisconsin
$7.79M +$5.13K +73 +0.1%
DAS
323
Dynamic Advisor Solutions
Arizona
$7.77M +$231K +3,292 +3%
PAM
324
Peninsula Asset Management
Florida
$7.77M -$297K -4,235 -4%
SW
325
SteelPeak Wealth
California
$7.72M +$7.5M +106,823 +3,392%
11 12
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