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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 %
OWA
1151
Outlook Wealth Advisors
Texas
$346K -$29.8K -436 -8%
BWP
1152
Bernardo Wealth Planning
Pennsylvania
$345K -$293K -4,307 -46%
WPC
1153
White Pine Capital
Minnesota
$345K +$18.5K +270 +6%
WCM
1154
WealthBridge Capital Management
Ohio
$344K +$4.91K +72 +1%
SSWM
1155
Smith Salley Wealth Management
North Carolina
$343K -$63.8K -934 -16%
GC
1156
Gibson Capital
Pennsylvania
$343K -$1.16K -17 -0.3%
SMG
1157
Smart Money Group
Texas
$342K -$17.2K -252 -5%
HCM
1158
Howland Capital Management
Massachusetts
$338K -$68 -1 -0%
CG
1159
Caprock Group
Idaho
$338K +$24.7K +362 +8%
CFG
1160
Cooper Financial Group
California
$334K +$77.8K +1,138 +30%
BMCM
1161
Bryn Mawr Capital Management
Pennsylvania
$332K +$26.6K +389 +9%
MCM
1162
Mitchell Capital Management
Kansas
$331K +$6.15K +90 +2%
CBTWT
1163
Community Bank & Trust (Waco, Texas)
Texas
$331K +$331K +4,840 New
FEG
1164
Fund Evaluation Group
Ohio
$326K -$19.5M -285,230 -98%
HA
1165
Harborview Advisors
Maine
$325K +$24.1K +353 +8%
GP
1166
Girard Partners
Pennsylvania
$322K -$29.4K -431 -8%
BI
1167
Ballast Inc
Kentucky
$322K -$1.02K -15 -0.3%
SW
1168
SlateStone Wealth
Florida
$320K – – –
ECG
1169
Edge Capital Group
Georgia
$319K +$319K +4,668 New
RFWA
1170
RPg Family Wealth Advisory
Massachusetts
$318K +$30.7K +450 +11%
DACG
1171
Donor Advised Charitable Giving
California
$317K -$56.5K -827 -15%
TW
1172
Transform Wealth
Colorado
$316K -$571K -8,366 -64%
SFSG
1173
Sound Financial Strategies Group
Mississippi
$316K +$4.17K +61 +1%
GI
1174
GS Investments
Minnesota
$316K -$16.8K -244 -5%
HWM
1175
Howard Wealth Management
Connecticut
$315K +$4.23K +62 +1%
45 46
47
48 49