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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 %
CWM
1176
Chesapeake Wealth Management
Virginia
$312K – – –
1WA
1177
180 Wealth Advisors
Washington
$311K -$789K -11,312 -72%
CIAS
1178
CBIZ Investment Advisory Services
Ohio
$310K -$262K – –
JCM
1179
Jacobi Capital Management
Pennsylvania
$309K – – –
PAS
1180
Partnervest Advisory Services
California
$303K -$880K -12,876 -74%
NWP
1181
Northstar Wealth Partners
Connecticut
$302K – – –
NSB
1182
Norway Savings Bank
Maine
$301K -$11.7K -172 -4%
PCA
1183
Peddock Capital Advisors
Massachusetts
$301K -$6.83K -100 -2%
AP
1184
Adero Partners
California
$301K -$1.02K -15 -0.3%
ACM
1185
AlphaStar Capital Management
North Carolina
$299K -$11.3K -161 -4%
FCFC
1186
First Citizens Financial Corp
Iowa
$297K -$27.1K -398 -8%
HFA
1187
Hoover Financial Advisors
Pennsylvania
$296K +$296K +4,329 New
NSIM
1188
North Star Investment Management
Illinois
$295K -$41.7K -612 -12%
PC
1189
Port Capital
Illinois
$294K +$273 +4 +0.1%
BUB
1190
BBVA USA Bancshares
Texas
$293K -$22.1K -323 -7%
CSPIA
1191
Cary Street Partners Investment Advisory
Virginia
$293K +$293K +4,296 New
RBFC
1192
Roman Butler Fullerton & Co
Missouri
$292K -$322K -4,723 -52%
FCM
1193
Firestone Capital Management
Florida
$291K – – –
DI
1194
DAGCO Inc
Ohio
$290K -$6.14K -90 -2%
ANB
1195
Amarillo National Bank
Texas
$290K – – –
PMG
1196
Private Management Group
California
$290K – – –
AFAS
1197
Acorn Financial Advisory Services
Virginia
$290K +$290K +4,261 New
BWP
1198
BSW Wealth Partners
Colorado
$289K -$83.2K -1,220 -22%
GAMC
1199
Garner Asset Management Corp
Texas
$289K +$1.03K +15 +0.4%
SRC
1200
Shufro Rose & Co
New York
$287K +$4.86K +71 +2%
46 47
48
49 50