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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 %
AAS
126
Avantax Advisory Services
Texas
$25M +$2.42M +35,344 +11%
Franklin Resources
127
Franklin Resources
California
$24.4M +$19.6M +277,189 +409%
MFW
128
Meristem Family Wealth
Minnesota
$24.3M +$629K +9,210 +3%
DWA
129
Divergent Wealth Advisors
Utah
$24.3M -$18.6M -272,830 -43%
PW
130
Price Wealth
Texas
$23.2M +$8.08M +118,312 +53%
CPSAC
131
Chas P. Smith & Associates (CPS)
Florida
$23.1M +$580K +8,489 +3%
CCM
132
Covington Capital Management
California
$23.1M -$2.38M -34,858 -9%
NQWM
133
Northwest Quadrant Wealth Management
Oregon
$22.8M +$1.38M +20,530 +6%
Bank of Montreal
134
Bank of Montreal
Ontario, Canada
$22.7M +$13.9M +211,236 +157%
TC
135
Telemus Capital
Michigan
$22.5M -$55.7K -830 -0.2%
FNBOH
136
First National Bank of Hutchinson
Kansas
$22.4M -$490K -7,176 -2%
Victory Capital Management
137
Victory Capital Management
Texas
$22.1M -$23.7M -347,628 -52%
SCA
138
Spearhead Capital Advisors
Florida
$21.8M +$14.8M +217,226 +213%
CAG
139
Crestwood Advisors Group
Massachusetts
$21.8M +$10.3M +150,953 +90%
FWM
140
FFT Wealth Management
Pennsylvania
$21.5M -$11.8M -172,991 -36%
CCWA
141
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$21.4M +$21.4M +312,757 New
FLPIM
142
F.L. Putnam Investment Management
Massachusetts
$21M +$1.79M +26,266 +9%
BCI
143
Brinker Capital Investments
Pennsylvania
$21M -$796K -11,656 -4%
COPPSERS
144
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$20.9M -$20.1M -293,999 -49%
JWA
145
JFS Wealth Advisors
Pennsylvania
$20.9M -$378K -5,535 -2%
WPA
146
West Paces Advisors
Georgia
$20.8M +$7.18M +105,101 +53%
GBT
147
Grove Bank & Trust
Florida
$20.8M +$2.48M +36,339 +14%
AAS
148
Annex Advisory Services
Wisconsin
$20.7M -$1.6M -23,385 -7%
AFG
149
Albion Financial Group
Utah
$20.5M +$19.4K +284 +0.1%
CIA
150
Capital Investment Advisors
Georgia
$20.4M -$668K -9,781 -3%
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