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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 %
PAG
76
Private Advisor Group
New Jersey
$45.8M -$2.36M -34,516 -5%
SIC
77
Sigma Investment Counselors
Michigan
$44.6M -$1.19M -17,418 -3%
APCM
78
Alaska Permanent Capital Management
Alaska
$44.3M -$8.9M -130,348 -17%
LI
79
LVZ Inc
Michigan
$41.8M +$530K +7,765 +1%
MIA
80
MainStreet Investment Advisors
Illinois
$41.6M +$7.48M +109,475 +22%
GIM
81
Goelzer Investment Management
Indiana
$40.9M +$5.78M +84,593 +16%
AF
82
Ally Financial
Michigan
$40.3M +$40.3M +590,000 New
Barclays
83
Barclays
United Kingdom
$40.1M +$40.1M +587,884 New
AI
84
Accredited Investors
Minnesota
$40M -$20.6M -302,158 -34%
MFG
85
Magnus Financial Group
New York
$39.6M +$8.83M +129,360 +29%
SLT
86
St Louis Trust
Missouri
$39.2M +$2.29M +33,468 +6%
JPMPWA
87
J.P. Morgan Private Wealth Advisors
California
$39.1M -$843K -12,344 -2%
VC
88
Vicus Capital
Pennsylvania
$39M +$9.62M +140,818 +33%
SWM
89
SVA Wealth Management
Wisconsin
$38.3M +$36.7M +537,120 +2,205%
BBA
90
BLB&B Advisors
Pennsylvania
$38.2M +$369K +5,410 +1%
Thrivent Financial for Lutherans
91
Thrivent Financial for Lutherans
Minnesota
$37.1M +$3.41M +56,028 +10%
TAIM
92
TD Ameritrade Investment Management
Nebraska
$37.1M -$678K -9,926 -2%
BOS
93
Bingham Osborn & Scarborough
California
$37.1M +$3.86M +56,549 +12%
VA
94
Valmark Advisers
Ohio
$36.9M -$56.3M -824,138 -60%
FBFS
95
First Business Financial Services
Wisconsin
$35.9M +$443K +6,481 +1%
WANY
96
Wealthspire Advisors (New York)
New York
$35.3M -$34M -498,478 -49%
OAM
97
Oppenheimer Asset Management
New York
$34.9M -$7.12M -104,305 -17%
MCM
98
MAI Capital Management
Ohio
$34.8M +$1.83M +26,800 +6%
CAN
99
Cetera Advisor Networks
California
$34.7M -$993K -14,539 -3%
CWM
100
Connecticut Wealth Management
Connecticut
$32.8M +$4.98M +72,867 +18%
2 3
4
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