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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
+$609M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$311M
3
RJFSA
Raymond James Financial Services Advisors
Florida
+$240M
4
BlackRock
BlackRock
New York
+$192M
5
Citigroup
Citigroup
New York
+$122M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$193M
2
HNB
Huntington National Bank
Ohio
-$98.6M
3
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
-$91.6M
4
Bank of America
Bank of America
North Carolina
-$68.6M
5
USAA
United Services Automobile Association
Texas
-$66.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAI
351
Capital Advisors Inc
Oklahoma
$6.44M -$4.62M -62,663 -42%
CGI
352
Cougar Global Investments
Ontario, Canada
$6.43M -$178K -2,608 -3%
GSIS
353
Global Strategic Investment Solutions
Arizona
$6.4M +$1.03M +15,116 +19%
BWM
354
BerganKDV Wealth Management
Minnesota
$6.38M +$3.15M +46,086 +97%
BC
355
Brio Consultants
California
$6.36M +$5.37M +78,629 +544%
BOTW
356
Bank of the West
California
$6.35M -$989K -14,484 -13%
EWM
357
Evermay Wealth Management
Virginia
$6.31M -$2.35M -34,372 -27%
ISWM
358
Independent Solutions Wealth Management
New York
$6.31M -$103K -1,503 -2%
CA
359
Clearstead Advisors
Ohio
$6.29M -$446K -6,536 -7%
MWM
360
Marietta Wealth Management
Georgia
$6.17M -$1.92M -28,076 -24%
APA
361
American Portfolios Advisors
New York
$6.13M +$118K +1,731 +2%
CIM
362
CIM Investment Management
Pennsylvania
$6.06M +$1.11M +16,293 +22%
AWM
363
Avondale Wealth Management
Texas
$6.01M -$785K -11,502 -12%
IWS
364
Insight Wealth Strategies
California
$6.01M +$346K +5,064 +6%
IWC
365
Integrated Wealth Concepts
Massachusetts
$5.99M +$2.17M +31,775 +57%
Jane Street
366
Jane Street
New York
$5.99M +$4.24M +62,093 +243%
HPWM
367
Highland Private Wealth Management
Washington
$5.92M +$748K +10,948 +14%
MC
368
Middleton & Co
Massachusetts
$5.9M -$171K -2,505 -3%
BMM
369
Buffington Mohr McNeal
Idaho
$5.89M -$5.17M -75,683 -47%
LIA
370
LBMC Investment Advisors
Tennessee
$5.84M +$1.72M +25,161 +42%
IWP
371
Icon Wealth Partners
Texas
$5.82M +$5.82M +85,182 New
C
372
Certuity
Florida
$5.81M -$851K -12,465 -13%
CCM
373
Condor Capital Management
New Jersey
$5.72M -$224K -3,282 -4%
CAC
374
Certified Advisory Corp
Florida
$5.7M -$1.65M -24,217 -22%
FFN
375
Focus Financial Network
Minnesota
$5.68M +$291K +4,266 +5%
13 14
15
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