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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
$953M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$1.93B
3
RJFSA
Raymond James Financial Services Advisors
Florida
$240M
4
BlackRock
BlackRock
New York
$793M
5
Citigroup
Citigroup
New York
$224M

Top Sellers

1
Wells Fargo
Wells Fargo
California
$1.07B
2
HNB
Huntington National Bank
Ohio
$110M
3
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$28.3M
4
Bank of America
Bank of America
North Carolina
$2.19B
5
USAA
United Services Automobile Association
Texas
$53M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCM
1451
Pennsylvania Capital Management
Pennsylvania
– -$1.74M -34,172 Closed
SP
1452
SWS Partners
Ohio
– -$1.74M -30,999 Closed
CCT
1453
Country Club Trust
Missouri
– -$1.72M -30,481 Closed
TI
1454
Trexquant Investment
Connecticut
– -$1.69M -30,078 Closed
BAM
1455
Berkshire Asset Management
Pennsylvania
– -$1.57M -27,913 Closed
ACP
1456
Aveo Capital Partners
Colorado
– -$1.17M -20,864 Closed
AW
1457
ACG Wealth
Georgia
– -$1.13M -20,216 Closed
HCC
1458
Hirtle Callaghan & Co
Pennsylvania
– -$1.13M -20,060 Closed
MCM
1459
Mattern Capital Management
Colorado
– -$1.01M -17,932 Closed
BAC
1460
Boys Arnold & Co
North Carolina
– -$967K -17,239 Closed
RI
1461
RPTC Inc
Wyoming
– -$951K -16,949 Closed
LWM
1462
Lyell Wealth Management
California
– -$947K -16,870 Closed
WC
1463
Weil Company
California
– -$895K -15,951 Closed
PWS
1464
Private Wealth Strategies
Ohio
– -$892K -15,879 Closed
FMBTD
1465
First Midwest Bank Trust Division
Illinois
– -$820K -14,623 Closed
PCM
1466
Palisade Capital Management
New Jersey
– -$813K -14,486 Closed
AFM
1467
Andesa Financial Management
Pennsylvania
– -$700K -12,530 Closed
AMCA
1468
Arthur M. Cohen & Associates
Illinois
– -$578K -11,069 Closed
WKWM
1469
Walter & Keenan Wealth Management
Indiana
– -$578K -11,069 Closed
RIG
1470
Roosevelt Investment Group
New York
– -$594K -10,582 Closed
TI
1471
Tidal Investments
Wisconsin
– -$577K -10,286 Closed
ACM
1472
Azimuth Capital Management
Michigan
– -$560K -9,974 Closed
CFSG
1473
Community Financial Services Group
Vermont
– -$509K -9,065 Closed
MPW
1474
MA Private Wealth
California
– -$446K -7,949 Closed
AWM
1475
Aprio Wealth Management
Georgia
– -$430K -7,657 Closed
57 58
59
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