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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 %
OCG
176
Opus Capital Group
Ohio
$16M -$2.57M -37,684 -14%
SB
177
Simmons Bank
Arkansas
$15.7M -$1.34M -19,653 -8%
AWM
178
Altium Wealth Management
New York
$15.7M +$1.21M +17,690 +8%
SS
179
Simplicity Solutions
Minnesota
$15.5M -$12.1M -176,899 -44%
TPCW
180
TD Private Client Wealth
New York
$15.4M +$618K +9,044 +4%
AWA
181
Alaska Wealth Advisors
Alaska
$15.2M +$1.37M +20,101 +10%
SPC
182
Sigma Planning Corp
Michigan
$15.1M -$78.2K -1,145 -0.5%
SW
183
SVB Wealth
Massachusetts
$15M +$14.6M +214,085 +4,332%
Cetera Investment Advisers
184
Cetera Investment Advisers
Illinois
$14.9M +$828K +12,118 +6%
NAM
185
NorthCoast Asset Management
Connecticut
$14.7M -$422K -6,177 -3%
BHWM
186
Bar Harbor Wealth Management
New Hampshire
$14.7M -$1.22M -17,848 -8%
UOMF
187
University of Massachusetts Foundation
Massachusetts
$14.7M – – –
CCFCSB
188
Cape Cod Five Cents Savings Bank
Massachusetts
$14.6M +$463K +6,787 +3%
Principal Financial Group
189
Principal Financial Group
Iowa
$14.6M +$25.8K +378 +0.2%
FHB
190
First Hawaiian Bank
Hawaii
$14.5M +$882K +12,909 +6%
HS
191
Horan Securities
United States
$14.5M +$2.07M +30,373 +17%
LP
192
LGL Partners
Pennsylvania
$14.3M +$3.66M +53,551 +35%
FCBT
193
First Citizens Bank & Trust
North Carolina
$14.2M -$13.4M -196,773 -49%
FCI
194
Financial Counselors Inc
Kansas
$14.2M +$6.08M +88,984 +75%
EGWAG
195
Elwood & Goetz Wealth Advisory Group
Georgia
$14.1M +$374K +5,482 +3%
FMC
196
First Merchants Corp
Indiana
$14.1M +$3.34M +48,870 +31%
CFIA
197
Cantor Fitzgerald Investment Advisors
New York
$13.9M +$728K +10,663 +6%
SMC
198
Smith, Moore & Co
Missouri
$13.9M +$579K +8,507 +4%
EWM
199
Executive Wealth Management
Michigan
$13.9M +$13.1M +191,518 +1,648%
GT
200
Glenview Trust
Kentucky
$13.9M +$8.98M +131,565 +185%
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