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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 %
JG
1426
Jefferies Group
New York
$3.41K +$3.41K +49,868 New
HFS
1427
HBC Financial Services
Washington
$3K – – –
HFM
1428
Hartford Financial Management
Connecticut
$2K -$50.8K -635 -96%
PFO
1429
Pathstone Family Office
New Jersey
$2K -$13.3K -232 -87%
SFC
1430
SYM Financial Corp
Indiana
$2K – – –
FWM
1431
Focused Wealth Management
New York
$2K – – –
PC
1432
Permanens Capital
New York
$2K +$2K +31 New
CI
1433
CX Institutional
Indiana
$1K -$2.5M -27,539 -100%
EW
1434
Evoke Wealth
California
$1K – – –
DAC
1435
Dividend Assets Capital
South Carolina
$1K +$1K +10 New
TVWM
1436
Tower View Wealth Management
Wisconsin
$1K +$1K +17 New
WIM
1437
Westside Investment Management
California
$780 -$162 -2,381 -17%
FCH
1438
Freestone Capital Holdings
Washington
$234 -$99 -1,443 -30%
Parallax Volatility Advisers
1439
Parallax Volatility Advisers
California
– -$15.3M -273,286 Closed
GBA
1440
Global Beta Advisors
Pennsylvania
– -$11.6M -206,765 Closed
MTC
1441
Matrix Trust Company
Colorado
– -$8.44M -150,395 Closed
MMA
1442
Miracle Mile Advisors
California
– -$5.02M -89,372 Closed
BNP Paribas Financial Markets
1443
BNP Paribas Financial Markets
France
– -$3.66M -65,152 Closed
HC
1444
HNP Capital
New York
– -$3.67M -64,566 Closed
CCMG
1445
Clark Capital Management Group
Pennsylvania
– -$3.46M -61,647 Closed
CWA
1446
Clarity Wealth Advisors
California
– -$3.36M -59,847 Closed
CG
1447
Cynosure Group
Utah
– -$3.24M -57,655 Closed
BWA
1448
Beam Wealth Advisors
Louisiana
– -$2.9M -51,680 Closed
GSWM
1449
Golden State Wealth Management
California
– -$2.22M -39,581 Closed
MWM
1450
MinichMacGregor Wealth Management
New York
– -$2.21M -38,632 Closed
56 57
58
59 60