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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
1
Envestnet Asset Management
Illinois
$953M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.93B
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$240M
4
BlackRock
4
BlackRock
New York
$793M
5
Citigroup
5
Citigroup
New York
$224M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$1.07B
2
HNB
2
Huntington National Bank
Ohio
$110M
3
CAPTRUST Financial Advisors
3
CAPTRUST Financial Advisors
North Carolina
$28.3M
4
Bank of America
4
Bank of America
North Carolina
$2.19B
5
USAA
5
United Services Automobile Association
Texas
$53M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAS
51
Park Avenue Securities
New York
$66.9M +$66.9M +980,008 New
GC
52
Grimes & Company
Massachusetts
$66.7M +$60.4M +884,746 +956%
M&T Bank
53
M&T Bank
New York
$66.4M -$10.5M -154,247 -14%
UB
54
UMB Bank
Missouri
$65.2M -$1.21M -17,786 -2%
VFA
55
Valeo Financial Advisors
Indiana
$64.1M +$4.05M +59,971 +7%
DWM
56
Destination Wealth Management
California
$63.2M +$7.62M +111,605 +14%
JPMorgan Chase & Co
57
JPMorgan Chase & Co
New York
$60.4M -$11.7M -171,426 -16%
MML Investors Services
58
MML Investors Services
Massachusetts
$59.7M +$25.4M +372,449 +74%
V
59
Veritable
Delaware
$58.8M -$554K -8,114 -0.9%
Comerica Bank
60
Comerica Bank
Texas
$58.1M -$5.06M -71,458 -8%
GT
61
Greenleaf Trust
Michigan
$57.2M +$2.67M +39,068 +5%
FT
62
Fiduciary Trust
Massachusetts
$54.6M -$17.3M -253,562 -24%
AIM
63
Acropolis Investment Management
Missouri
$54.6M +$14.6M +214,114 +37%
Mariner
64
Mariner
Kansas
$54M +$1.91M +27,964 +4%
BIAS
65
Beacon Investment Advisory Services
New Jersey
$53.9M +$29.9M +437,823 +125%
AssetMark Inc
66
AssetMark Inc
California
$53.3M -$5.32M -77,967 -9%
USAA
67
United Services Automobile Association
Texas
$53M -$66.4M -811,732 -56%
Jones Financial Companies
68
Jones Financial Companies
Missouri
$51.9M +$490K +7,392 +1%
WCF
69
West Coast Financial
California
$51.4M +$5.49M +80,458 +12%
Creative Planning
70
Creative Planning
Kansas
$51.2M +$1.18M +17,267 +2%
Cambridge Investment Research Advisors
71
Cambridge Investment Research Advisors
Iowa
$51.1M +$334K +4,888 +0.7%
FI
72
FormulaFolio Investments
Michigan
$51M +$8.46M +123,930 +20%
FIB
73
First Interstate Bank
Montana
$50M +$47.1M +690,318 +1,677%
CAW
74
Cornerstone Advisors (Washington)
Washington
$49.8M +$8.53M +124,919 +21%
UBV
75
United Bank (Virginia)
Virginia
$48.8M +$2.58M +37,772 +6%
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