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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 %
IA
401
IFP Advisors
Florida
$5.18M +$133K +1,974 +3%
MSA
402
Mason Street Advisors
Wisconsin
$5.09M -$6.45M -94,383 -56%
KOMWMG
403
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$5.08M +$206K +3,015 +4%
FWP
404
FAS Wealth Partners
Kansas
$5.07M +$2.27M +33,276 +81%
SHIM
405
Stone House Investment Management
Pennsylvania
$5.06M +$5.06M +74,071 New
CA
406
Centerpoint Advisors
Massachusetts
$5.04M +$4.97M +72,790 +7,316%
BFM
407
Boston Financial Management
Massachusetts
$5.03M +$89.9K +1,317 +2%
Brown Advisory
408
Brown Advisory
Maryland
$5.01M -$837K -12,255 -14%
IWMA
409
Ironwood Wealth Management (Arizona)
Arizona
$4.99M +$235K +3,437 +5%
SG
410
StoneX Group
New York
$4.98M +$945K +13,845 +23%
CPIG
411
Chicago Partners Investment Group
Illinois
$4.98M -$759K -10,711 -13%
SFP
412
Strategic Financial Partners
Oregon
$4.98M -$443K -6,483 -8%
DCM
413
DeGreen Capital Management
Arizona
$4.96M +$456K +6,671 +10%
OAP
414
One Advisory Partners
Kansas
$4.87M +$4.87M +71,283 New
EW
415
Element Wealth
Mississippi
$4.87M +$214K +3,129 +5%
RWA
416
Redhawk Wealth Advisors
Minnesota
$4.85M -$298K -4,357 -6%
BG
417
Berry Group
Massachusetts
$4.8M -$540K -7,909 -10%
OFG
418
Omega Financial Group
California
$4.78M +$121K +1,768 +3%
LWA
419
LWS Wealth Advisors
New Jersey
$4.77M +$1.09M +15,924 +30%
Cerity Partners
420
Cerity Partners
New York
$4.76M -$494K -7,231 -9%
LBC
421
Lowe Brockenbrough & Co
Virginia
$4.75M -$784K -11,485 -14%
BRM
422
Boston Research & Management
Massachusetts
$4.7M -$121K -1,774 -3%
TPWA
423
TRUE Private Wealth Advisors
Oregon
$4.69M +$447K +6,543 +11%
PFM
424
Peak Financial Management
Massachusetts
$4.68M +$126K +1,852 +3%
FSA
425
Financial Services Advisory
Maryland
$4.68M +$4.68M +68,475 New
15 16
17
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