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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 %
DY
901
Dowling & Yahnke
California
$857K -$60.5K -861 -7%
EDRIA
902
Edmonds Duncan Registered Investment Advisors
Kansas
$846K +$100K +1,426 +13%
FFG
903
Ford Financial Group
California
$846K +$376K +5,351 +80%
BA
904
Ballast Advisors
Minnesota
$845K +$91.1K +1,298 +12%
MA
905
Mutual Advisors
Nebraska
$839K -$46.1K -656 -5%
CFA
906
Cahill Financial Advisors
Minnesota
$839K -$15.4K -219 -2%
AIS
907
American Investment Services
Massachusetts
$836K +$110K +1,569 +15%
LNWWM
908
Laird Norton Wetherby Wealth Management
California
$833K +$297K +4,232 +55%
MIC
909
Meridian Investment Counsel
California
$824K +$3.58K +51 +0.4%
NAM
910
North American Management
Massachusetts
$817K -$3.69M -52,592 -82%
OWP
911
Obermeyer Wealth Partners
Colorado
$816K +$61K +869 +8%
TRSOTSOK
912
Teachers Retirement System of the State of Kentucky
Kentucky
$811K – – –
TC
913
Trust Company
Kansas
$805K -$60.7K -865 -7%
SNT
914
Security National Trust
West Virginia
$804K – – –
BDF
915
Balasa Dinverno & Foltz
$802K -$52K -740 -6%
PPWM
916
PFG Private Wealth Management
Florida
$802K – – –
FMW
917
Farr Miller & Washington
District of Columbia
$800K +$51.2K +728 +7%
VCM
918
Vivaldi Capital Management
Illinois
$798K -$125K -1,534 -14%
CMO
919
Covenant Multifamily Offices
Texas
$797K +$101K +1,435 +14%
EIA
920
Eldridge Investment Advisors
New Hampshire
$790K +$37.6K +536 +5%
PP
921
Paloma Partners
Connecticut
$786K +$786K +11,187 New
PAM
922
Premier Asset Management
Illinois
$785K -$92.6K -1,318 -11%
PS
923
Portfolio Solutions
Michigan
$785K -$20.6K -293 -3%
IC
924
Inscription Capital
Texas
$785K +$120K +1,703 +18%
RT
925
Rockland Trust
Massachusetts
$784K -$34.7K -494 -4%
35 36
37
38 39