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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
+$225M
2
Charles Schwab
Charles Schwab
California
+$126M
3
Goldman Sachs
Goldman Sachs
New York
+$91.3M
4
AA
Acorns Advisers
California
+$91M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$82.8M

Top Sellers

1
PPFA
Provida Pension Fund Administrator
Chile
-$125M
2
HNB
Huntington National Bank
Ohio
-$110M
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$95.2M
4
Bank of America
Bank of America
North Carolina
-$41.9M
5
AF
Ally Financial
Michigan
-$40.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Luther King Capital Management (LKCM)
501
Luther King Capital Management (LKCM)
Texas
$3.68M -$4M – –
RIA
502
Regal Investment Advisors
Michigan
$3.66M -$3.26M -46,487 -47%
WI
503
Wintrust Investments
Illinois
$3.66M -$318K -4,528 -8%
GL
504
Graypoint LLC
New York
$3.65M +$1.21M +17,244 +50%
FHA
505
Flagship Harbor Advisors
Massachusetts
$3.64M +$38.1K +543 +1%
BWFA
506
Baltimore-Washington Financial Advisors
Maryland
$3.64M -$148K -2,106 -4%
BA
507
Bristlecone Advisors
Washington
$3.63M +$669K +9,530 +23%
GWM
508
Greenwich Wealth Management
Connecticut
$3.56M -$292K -4,157 -8%
WWM
509
Western Wealth Management
Colorado
$3.52M -$271K -3,864 -7%
DE
510
Day & Ennis
Georgia
$3.51M +$363K +5,164 +12%
I
511
INVST
Indiana
$3.51M +$548K +7,699 +19%
HMC
512
Harvard Management Company
Massachusetts
$3.49M -$231K -3,288 -6%
BBNA
513
Bremer Bank National Association
Minnesota
$3.49M -$594K -8,460 -15%
ATPW
514
Ashton Thomas Private Wealth
Arizona
$3.49M -$126K -1,790 -3%
MCM
515
Magnolia Capital Management
New York
$3.46M -$24.6K -350 -0.7%
JWBC
516
John W. Brooker & Co
California
$3.45M +$254K +3,610 +8%
VC
517
Vestor Capital
Illinois
$3.45M +$3.45M +49,092 New
LA
518
Lynch & Associates
Indiana
$3.45M -$43.8K -623 -1%
Simplex Trading
519
Simplex Trading
Illinois
$3.44M +$3.19M +45,405 +1,250%
CPC
520
Consolidated Planning Corp
Georgia
$3.44M +$983 +14 +0%
CA
521
Cornerstone Advisory
Maryland
$3.43M +$115K +1,634 +3%
DT
522
Daniels + Tansey
Delaware
$3.43M +$3.43M +22,316 New
FWCM
523
Ferguson Wellman Capital Management
Oregon
$3.43M +$702 +10 +0%
RhumbLine Advisers
524
RhumbLine Advisers
Massachusetts
$3.43M -$375K -5,333 -10%
EFL
525
ERn Financial LLC
Wisconsin
$3.42M +$169K +2,412 +5%
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