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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
$2.21B
2
Charles Schwab
Charles Schwab
California
$159M
3
Goldman Sachs
Goldman Sachs
New York
$542M
4
AA
Acorns Advisers
California
$91M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.06B

Top Sellers

1
PPFA
Provida Pension Fund Administrator
Chile
$289M
2
HNB
Huntington National Bank
Ohio
$98.5M
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$601M
4
Bank of America
Bank of America
North Carolina
$2.21B
5
AF
Ally Financial
Michigan
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MMM
1251
Mendel Money Management
Illinois
$227K +$11.4K +163 +5%
PWM
1252
Paulson Wealth Management
Illinois
$226K -$366K -5,218 -62%
CBTWT
1253
Community Bank & Trust (Waco, Texas)
Texas
$225K -$116K -1,642 -34%
HFG
1254
Heron Financial Group
New York
$224K – – –
AMM
1255
American Money Management
California
$224K +$7.53K +107 +3%
APG
1256
Abacus Planning Group
South Carolina
$223K +$6.05K +86 +3%
VFP
1257
Verus Financial Partners
Virginia
$223K +$223K +3,170 New
SIM
1258
Sadoff Investment Management
Wisconsin
$223K +$223K +3,180 New
TWM
1259
Titus Wealth Management
California
$221K +$221K +3,148 New
AP
1260
Appleton Partners
Massachusetts
$220K +$10.6K +150 +5%
LWAC
1261
Laurel Wealth Advisors (California)
California
$220K +$13.9K +197 +7%
FMTC
1262
Farmers & Merchants Trust Company
California
$220K +$220K +3,137 New
IDA
1263
Intelligence Driven Advisers
California
$219K -$2.55M -36,397 -92%
ANBT
1264
American National Bank & Trust
Texas
$219K – – –
DIM
1265
Delta Investment Management
California
$218K +$218K +3,110 New
BFG
1266
Barber Financial Group
Kansas
$217K +$217K +3,092 New
DP
1267
Dearborn Partners
Illinois
$215K +$215K +3,064 New
HIA
1268
Harbor Investment Advisory
Maryland
$214K -$72.6K -1,034 -25%
SBIA
1269
Sheaff Brock Investment Advisors
Indiana
$214K -$55.1K -785 -20%
MFW
1270
Mosaic Family Wealth
Missouri
$213K -$219K -3,120 -51%
EP
1271
EPIQ Partners
Minnesota
$213K +$213K +2,842 New
AC
1272
Alexandria Capital
Virginia
$212K -$421 -6 -0.2%
WB
1273
Webster Bank
Connecticut
$211K – – –
AWA
1274
Acorn Wealth Advisors
Michigan
$211K +$841 +12 +0.4%
NIC
1275
Northwest Investment Counselors
Oregon
$210K – – –
49 50
51
52 53