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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 %
TD Asset Management
1476
TD Asset Management
Ontario, Canada
– -$621K -7,451 Closed
SFG
1477
Sather Financial Group
Texas
– -$380K -6,776 Closed
AIA
1478
Avalon Investment & Advisory
Texas
– -$367K -6,544 Closed
DDC
1479
DF Dent & Co
Maryland
– -$348K -6,199 Closed
CWM
1480
Circle Wealth Management
New Jersey
– -$343K -6,104 Closed
OWA
1481
One Wealth Advisors
California
– -$341K -6,086 Closed
QWM
1482
QP Wealth Management
New Jersey
– -$339K -5,849 Closed
SAM
1483
SP Asset Management
California
– -$325K -5,790 Closed
AP
1484
Arlington Partners
Alabama
– -$307K -5,475 Closed
ACI
1485
Alpha Cubed Investments
California
– -$303K -5,406 Closed
VWA
1486
Visionary Wealth Advisors
Illinois
– -$283K -5,036 Closed
ACM
1487
Advisors Capital Management
New Jersey
– -$264K -4,711 Closed
RM
1488
Resource Management
Louisiana
– -$256K -4,555 Closed
WAG
1489
Winthrop Advisory Group
Massachusetts
– -$243K -4,325 Closed
MWA
1490
Meridian Wealth Advisors
Texas
– -$236K -4,211 Closed
JFGLC
1491
Johnson Financial Group LLC (Colorado)
Colorado
– -$235K -4,190 Closed
FWSM
1492
First Wilshire Securities Management
California
– -$224K -4,000 Closed
IC
1493
Intersect Capital
California
– -$224K -3,990 Closed
COF
1494
Capital One Financial
Virginia
– -$215K -3,832 Closed
MWM
1495
Merriman Wealth Management
Washington
– -$214K -3,815 Closed
Wolverine Trading
1496
Wolverine Trading
Illinois
– -$211K -3,753 Closed
ZCA
1497
Zeke Capital Advisors
Pennsylvania
– -$209K -3,730 Closed
GCM
1498
Gibraltar Capital Management
Oklahoma
– -$203K -3,619 Closed
SWP
1499
Strategic Wealth Partners
Ohio
– -$297K -3,541 Closed
LCOV
1500
London Company of Virginia
Virginia
– -$169K -3,017 Closed
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