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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 %
TSWM
576
Triangle Securities Wealth Management
North Carolina
$2.73M +$207K +3,033 +8%
CWM
577
Capital Wealth Management
Rhode Island
$2.71M -$182K -2,662 -6%
LIM
578
Leavell Investment Management
Alabama
$2.71M -$332K -4,863 -11%
AFG
579
Arkansas Financial Group
Arkansas
$2.7M +$369K +5,400 +16%
HWA
580
Heritage Way Advisors
Illinois
$2.7M +$450K +6,584 +20%
IDA
581
Intelligence Driven Advisers
California
$2.7M +$114K +1,666 +4%
SEI Investments
582
SEI Investments
Pennsylvania
$2.7M +$2.3M +33,633 +572%
PCM
583
Parsons Capital Management
Rhode Island
$2.69M -$153K -2,241 -5%
BAAM
584
Baker Avenue Asset Management
California
$2.67M +$2.67M +39,142 New
BSW
585
Buckingham Strategic Wealth
Missouri
$2.67M -$364K -5,324 -12%
SEIA
586
Signature Estate & Investment Advisors
California
$2.67M +$393K +5,755 +17%
LDB
587
Lee, Danner & Bass
Tennessee
$2.65M -$56.9K -833 -2%
TL
588
TrueWealth LLC
Georgia
$2.6M +$4.85K +71 +0.2%
AC
589
Alley Company
Illinois
$2.58M +$81.1K +1,188 +3%
LWP
590
Legacy Wealth Partners
California
$2.57M -$177K -2,596 -6%
FWM
591
Frontier Wealth Management
Missouri
$2.57M -$52.7K -771 -2%
PGFC
592
Peapack-Gladstone Financial Corp
New Jersey
$2.57M -$494K -7,230 -16%
RIM
593
Redwood Investment Management
Arizona
$2.57M +$2.57M +37,558 New
DT
594
Diversified Trust
Tennessee
$2.56M -$25.6M -375,157 -91%
OMC
595
Old Mission Capital
Illinois
$2.56M +$2.56M +37,500 New
GA
596
GFS Advisors
Texas
$2.56M -$133K -1,942 -5%
FLA
597
Financial Life Advisors
Texas
$2.55M -$155K -2,277 -6%
WP
598
WealthShield Partners
North Carolina
$2.55M +$1.81M +26,546 +247%
LWP
599
Legacy Wealth Planning
Nevada
$2.54M +$65.8K +963 +3%
TIA
600
Traphagen Investment Advisors
New Jersey
$2.54M -$5.74M -84,088 -69%
22 23
24
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