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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 %
SWP
151
Stratos Wealth Partners
Ohio
$20.3M -$892K -13,063 -4%
SWM
152
SigFig Wealth Management
California
$20.3M -$38.7M -566,644 -66%
BP
153
Ballentine Partners
Massachusetts
$20.2M -$2.45M -35,874 -11%
NA
154
NewEdge Advisors
Louisiana
$19.8M +$8.64M +126,514 +77%
HL
155
HeadInvest LLC
Maine
$19.4M -$472K -6,905 -2%
AWM
156
AE Wealth Management
Kansas
$19.2M +$8.93M +130,706 +87%
LWMT
157
Legacy Wealth Management (Tennessee)
Tennessee
$19.1M -$10.4M -152,555 -35%
CG
158
Colony Group
Massachusetts
$19M -$308K -4,507 -2%
HW
159
Hancock Whitney
Mississippi
$18.9M -$2.69M -39,396 -12%
Fiera Capital (Canada)
160
Fiera Capital (Canada)
Quebec, Canada
$18.9M -$5.47M -80,081 -22%
FSC
161
Full Sail Capital
Oklahoma
$18.8M -$506K -6,674 -3%
MAFM
162
Mid Atlantic Financial Management
Pennsylvania
$18.4M -$572K -8,379 -3%
PWP
163
Personal Wealth Partners
Minnesota
$18.3M +$708K +10,366 +4%
KFA
164
Kays Financial Advisory
Georgia
$18.2M +$11.4M +167,053 +168%
CWM
165
Cahaba Wealth Management
Georgia
$18M +$1.85M +25,685 +11%
CAAS
166
Capital Asset Advisory Services
Michigan
$17.9M +$1.87M +24,722 +12%
RWM
167
RKL Wealth Management
Pennsylvania
$17.8M +$3.18M +46,553 +22%
CCA
168
Conservest Capital Advisors
Pennsylvania
$17.4M +$382K +5,597 +2%
WP
169
WealthSource Partners
California
$17.4M +$13M +189,693 +294%
VCM
170
Vision Capital Management
Oregon
$16.9M -$3.6M -52,662 -18%
MA
171
MUFG Americas
New York
$16.7M -$1.66M -24,332 -9%
CFGS
172
Concourse Financial Group Securities
Alabama
$16.6M +$5.02M +73,563 +43%
KA
173
Klingman & Associates
New York
$16.5M -$500K -7,322 -3%
CTA
174
Chesley Taft & Associates
Illinois
$16.2M -$651K -9,533 -4%
CS
175
Comerica Securities
Michigan
$16.1M +$2.97M +43,473 +23%
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