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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 %
MYIA
601
Mount Yale Investment Advisors
Colorado
$2.54M +$156K +2,289 +7%
CCFM
602
Clear Creek Financial Management
Washington
$2.52M +$1.33M +19,446 +112%
CIC
603
Cutler Investment Counsel
Oregon
$2.51M +$2.51M +36,753 New
GSC
604
G&S Capital
Colorado
$2.49M +$2.49M +36,456 New
UBG
605
United Bank (Georgia)
Georgia
$2.49M -$28.9K -423 -1%
ST
606
Spinnaker Trust
Maine
$2.48M -$75.8K -1,111 -3%
FWM
607
Filbrandt Wealth Management
Wisconsin
$2.48M +$465K +6,805 +23%
FM
608
Family Management
New York
$2.46M -$347K -5,085 -12%
ACM
609
Anfield Capital Management
California
$2.45M -$3.85M -54,142 -61%
TFF
610
The Family Firm
Maryland
$2.44M -$254K -3,721 -9%
RWMH
611
Riverpoint Wealth Management Holdings
Illinois
$2.44M -$3.49M -51,066 -59%
PAG
612
Private Advisory Group
Washington
$2.4M -$3.24M -47,487 -58%
SIS
613
SVB Investment Services
Utah
$2.38M -$30.5K -447 -1%
CFB
614
Cullen/Frost Bankers
Texas
$2.38M -$862K -12,617 -27%
GL
615
Graypoint LLC
New York
$2.37M +$74.7K +1,094 +3%
CIA
616
Choate Investment Advisors
Massachusetts
$2.37M -$1.48M -21,730 -38%
LWM
617
Liberty Wealth Management
California
$2.37M +$2.32M +34,014 +4,771%
CWS
618
Cypress Wealth Services
California
$2.34M +$1.84M +26,920 +364%
PWM
619
Perigon Wealth Management
California
$2.34M -$326K -4,770 -12%
KL
620
KWMG LLC
Kansas
$2.33M +$20.1K +294 +0.9%
NEAM
621
New England Asset Management
Connecticut
$2.33M – – –
SGK
622
Steigerwald Gordon & Koch
Virginia
$2.32M -$51.4K -752 -2%
GTAM
623
Global Trust Asset Management
Florida
$2.31M -$139K -2,038 -6%
EPWM
624
Essex Private Wealth Management
Massachusetts
$2.31M +$45.1K +660 +2%
HAS
625
HBW Advisory Services
California
$2.31M +$1.34M +19,613 +139%
23 24
25
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