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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 %
BI
1151
Ballast Inc
Kentucky
$331K – – –
RFWA
1152
RPg Family Wealth Advisory
Massachusetts
$327K – – –
JCM
1153
Jacobi Capital Management
Pennsylvania
$327K +$9.27K +132 +3%
SFSG
1154
Sound Financial Strategies Group
Mississippi
$325K +$140 +2 +0%
DI
1155
DAGCO Inc
Ohio
$325K +$26.8K +382 +9%
HWM
1156
Howard Wealth Management
Connecticut
$324K -$70 -1 -0%
BWP
1157
BSW Wealth Partners
Colorado
$323K +$25.7K +366 +9%
CWM
1158
Chesapeake Wealth Management
Virginia
$321K – – –
CIAS
1159
CBIZ Investment Advisory Services
Ohio
$314K -$310K – –
TW
1160
TrinityPoint Wealth
Connecticut
$313K -$313K -4,462 -50%
NB
1161
NBT Bank
New York
$313K +$40K +570 +15%
AP
1162
Adero Partners
California
$310K – – –
PCA
1163
Peddock Capital Advisors
Massachusetts
$309K -$562 -8 -0.2%
1SB
1164
1ST Source Bank
Indiana
$308K +$29.1K +415 +10%
OWA
1165
Outlook Wealth Advisors
Texas
$307K -$48.7K -693 -14%
GP
1166
Girard Partners
Pennsylvania
$306K -$24.5K -350 -7%
RIL
1167
Rothschild Investment LLC
Illinois
$306K +$17.6K +250 +6%
FCFC
1168
First Citizens Financial Corp
Iowa
$305K -$1.12K -16 -0.4%
NSIM
1169
North Star Investment Management
Illinois
$304K – – –
Fisher Asset Management
1170
Fisher Asset Management
Washington
$303K -$195K -2,784 -39%
TW
1171
Transform Wealth
Colorado
$303K -$22K -313 -7%
TFS
1172
TrustCore Financial Services
Tennessee
$303K +$26.4K +376 +10%
EHC
1173
Everett Harris & Co
California
$303K +$29.6K +421 +11%
HBWM
1174
Hollow Brook Wealth Management
New York
$302K +$302K +4,297 New
AFAS
1175
Acorn Financial Advisory Services
Virginia
$301K +$1.76K +25 +0.6%
45 46
47
48 49