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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 %
SSB
101
Sandy Spring Bank
Maryland
$32.5M -$1.29M -18,892 -4%
Charles Schwab
102
Charles Schwab
California
$32.1M +$32.1M +470,361 New
MPWT
103
MassMutual Private Wealth & Trust
Connecticut
$31.7M +$238K +3,484 +0.8%
TCM
104
Twele Capital Management
Minnesota
$31.6M -$1.89M -27,697 -6%
TF
105
TIAA FSB
Florida
$31.2M -$4.3M -62,897 -12%
UCFA
106
United Capital Financial Advisors
Texas
$31M -$2.6M -38,044 -8%
GWM
107
Geneos Wealth Management
Colorado
$30M +$3.49M +54,027 +13%
BSB
108
Bangor Savings Bank
Maine
$29.6M -$250K -3,666 -0.8%
WA
109
Wealth Architects
California
$29.2M +$756K +11,066 +3%
Lazard Asset Management
110
Lazard Asset Management
New York
$29.2M -$7.34M -107,517 -20%
MAM
111
Madison Asset Management
Wisconsin
$28.9M +$85.2K +1,247 +0.3%
WAM
112
Wealthspire Advisors (Maryland)
Maryland
$28.8M -$2.61M -38,252 -8%
FMII
113
Farmers & Merchants Investments Inc
Nebraska
$28.4M +$9.09M +133,084 +47%
CAPTRUST Financial Advisors
114
CAPTRUST Financial Advisors
North Carolina
$28.3M -$91.6M -1,360,389 -76%
CI
115
Conning Inc
Connecticut
$28.1M – – –
VR
116
Viridian RIA
Washington
$27.6M +$5.59M +81,884 +25%
SPIA
117
Steward Partners Investment Advisory
New York
$27.6M +$2.1M +30,803 +8%
CA
118
Cetera Advisors
Colorado
$27.4M +$925K +13,538 +3%
VOYA Investment Management
119
VOYA Investment Management
Georgia
$26.8M -$7.89M -115,465 -23%
BF
120
BOK Financial
Oklahoma
$26.6M -$2.44M -35,680 -8%
WT
121
Whittier Trust
California
$26.6M +$1.5M +21,998 +6%
MGIA
122
Moneta Group Investment Advisors
Missouri
$26.5M +$3.24M +47,482 +14%
PV
123
Private Vista
Illinois
$26.2M -$1.23M -17,943 -4%
MWM
124
Mission Wealth Management
California
$26M +$270K +3,959 +1%
RCIM
125
Red Cedar Investment Management
Michigan
$25.4M +$25.4M +371,971 New
3 4
5
6 7