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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 %
SWP
776
Summit Wealth Partners
Florida
$1.36M +$404K +5,909 +42%
OLA
777
Oliver Luxxe Assets
New Jersey
$1.36M +$89.5K +1,311 +7%
MAM
778
Meeder Asset Management
Ohio
$1.36M +$1.27M +18,526 +1,377%
WAP
779
Wealthcare Advisory Partners
Pennsylvania
$1.35M +$250K +3,665 +23%
PFA
780
Professional Financial Advisors
Nebraska
$1.35M -$408K -5,981 -23%
TNB
781
TCF National Bank
South Dakota
$1.35M +$234K +2,995 +21%
SCA
782
Stillwater Capital Advisors
Pennsylvania
$1.34M +$20.6K +301 +2%
EWM
783
Evercore Wealth Management
New York
$1.34M -$1.42M -20,758 -51%
DFA
784
Delta Financial Advisors
Louisiana
$1.34M – – –
LWM
785
Lionsbridge Wealth Management
Florida
$1.33M +$1.33M +19,477 New
GFP
786
Gryphon Financial Partners
Ohio
$1.33M +$660K +9,670 +99%
ANTB
787
AMG National Trust Bank
Colorado
$1.32M +$1.03M +15,011 +349%
PFM
788
Parsec Financial Management
North Carolina
$1.32M -$136K -1,995 -9%
RIM
789
Rockbridge Investment Management
New York
$1.32M +$1.32M +19,292 New
GIA
790
Gladstone Institutional Advisory
Florida
$1.31M +$1.3K +19 +0.1%
FPTW
791
Franklin, Parlapiano, Turner & Welch
Texas
$1.31M – – –
W
792
WealthOne
New York
$1.31M +$196K +2,878 +18%
SFA
793
Sequoia Financial Advisors
Ohio
$1.3M -$69.5K -1,018 -5%
SC
794
Sepio Capital
Utah
$1.3M -$2.1M -30,824 -62%
VWA
795
V Wealth Advisors
Kansas
$1.3M -$261K -3,814 -17%
QCM
796
Quest Capital Management
Texas
$1.3M -$77.3K -1,132 -6%
MWM
797
Maltin Wealth Management
New Jersey
$1.29M -$751 -11 -0.1%
SAM
798
Silvercrest Asset Management
New York
$1.27M – – –
ISB
799
Iowa State Bank
Iowa
$1.26M +$818K +11,973 +184%
CPIA
800
Cornell Pochily Investment Advisors
New York
$1.26M -$72K -1,054 -5%
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