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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 %
PHAM
326
Palisades Hudson Asset Management
Florida
$7.64M +$9.34K +133 +0.1%
SFWA
327
Summit Financial Wealth Advisors
Louisiana
$7.58M +$261K +3,551 +4%
PFP
328
Pinnacle Financial Partners
Tennessee
$7.57M +$46K +655 +0.6%
GSIS
329
Global Strategic Investment Solutions
Arizona
$7.38M +$793K +11,287 +12%
YIA
330
YHB Investment Advisors
Connecticut
$7.3M +$7.3M +103,905 New
PA
331
Pinnacle Associates
New York
$7.27M +$411K +5,846 +6%
BWM
332
BerganKDV Wealth Management
Minnesota
$7.27M +$702K +9,998 +11%
CCMG
333
Clark Capital Management Group
Pennsylvania
$7.25M +$7.25M +103,236 New
ECM
334
Exchange Capital Management
Michigan
$7.23M +$190K +2,699 +3%
PWA
335
Physician Wealth Advisors
Utah
$7.2M -$933K -12,689 -11%
GPA
336
Guidance Point Advisors
Massachusetts
$7.19M -$541K -7,704 -7%
HCP
337
Holt Capital Partners
Texas
$7.12M +$18.6K +265 +0.3%
HCM
338
Hudson Capital Management
New Jersey
$7.07M -$2.76M -39,293 -28%
GRP
339
Global Retirement Partners
California
$7.06M -$302K -4,304 -4%
SF
340
Synovus Financial
Georgia
$7.04M +$263K +3,749 +4%
MIC
341
Means Investment Company
Maine
$7.02M +$330K +4,331 +5%
TWP
342
TFO Wealth Partners
Ohio
$7.01M -$702 -10 -0%
CA
343
Centerpoint Advisors
Massachusetts
$6.97M +$1.79M +25,519 +35%
LWA
344
Lineweaver Wealth Advisors
Ohio
$6.97M -$44.1K -627 -0.6%
IWC
345
Integrated Wealth Concepts
Massachusetts
$6.95M +$791K +11,268 +13%
EC
346
Estate Counselors
Wisconsin
$6.95M +$1.13M +16,100 +19%
VCM
347
Verde Capital Management
Michigan
$6.9M +$6.9M +98,274 New
SL
348
Salomon & Ludwin
Virginia
$6.89M +$27.2K +387 +0.4%
B
349
Bailard
California
$6.88M +$121K +1,723 +2%
EVM
350
Evelyn V. Moreno
$6.88M +$3.72K +53 +0.1%
12 13
14
15 16