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iShares Core S&P Small-Cap ETF
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Overview Fund Activity

1,450 hedge funds and large institutions have $29.1B invested in iShares Core S&P Small-Cap ETF in 2020 Q3 according to their latest regulatory filings, with 100 funds opening new positions, 584 increasing their positions, 611 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,450
Holders Change
+14
Holders Change %
+0.97%
% of All Funds
29.33%
Holding in Top 10
207
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-0.96%
% of All Funds
4.19%
New
100
Increased
584
Reduced
611
Closed
70
Calls
$174M
Puts
$51.8M
Net Calls
+$122M
Net Calls Change
+$33.1M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$2.21B
2
Charles Schwab
2
Charles Schwab
California
$159M
3
Goldman Sachs
3
Goldman Sachs
New York
$542M
4
AA
4
Acorns Advisers
California
$91M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$1.06B

Top Sellers

1
PPFA
1
Provida Pension Fund Administrator
Chile
$289M
2
HNB
2
Huntington National Bank
Ohio
$98.5M
3
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$601M
4
Bank of America
4
Bank of America
North Carolina
$2.21B
5
AF
5
Ally Financial
Michigan
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TPWA
176
TRUE Private Wealth Advisors
Oregon
$17.5M +$12.7M +180,884 +264%
PA
177
Planning Alternatives
Michigan
$17.4M +$7.77M +110,660 +81%
CCA
178
Conservest Capital Advisors
Pennsylvania
$17.2M -$700K -9,960 -4%
WP
179
WealthSource Partners
California
$17M -$876K -12,467 -5%
CS
180
Comerica Securities
Michigan
$16.9M +$329K +4,681 +2%
NA
181
Nottingham Advisors
New York
$16.8M +$674K +9,460 +4%
MA
182
MUFG Americas
New York
$16.7M -$469K -6,685 -3%
AWM
183
Altium Wealth Management
New York
$16.6M +$411K +5,855 +3%
AWA
184
Alaska Wealth Advisors
Alaska
$16.5M +$824K +11,735 +5%
CTA
185
Chesley Taft & Associates
Illinois
$16.1M -$626K -8,915 -4%
FMC
186
First Merchants Corp
Indiana
$16M +$1.53M +21,746 +11%
SB
187
Simmons Bank
Arkansas
$15.8M -$367K -5,225 -2%
SW
188
SVB Wealth
Massachusetts
$15.8M +$401K +5,716 +3%
Cetera Investment Advisers
189
Cetera Investment Advisers
Illinois
$15.8M +$497K +7,080 +3%
SS
190
Simplicity Solutions
Minnesota
$15.5M -$449K -6,399 -3%
NAM
191
NorthCoast Asset Management
Connecticut
$15.3M +$163K +2,316 +1%
EWM
192
Executive Wealth Management
Michigan
$15.3M +$1.03M +14,721 +7%
UOMF
193
University of Massachusetts Foundation
Massachusetts
$15.1M – – –
EGWAG
194
Elwood & Goetz Wealth Advisory Group
Georgia
$14.9M +$445K +6,332 +3%
FHB
195
First Hawaiian Bank
Hawaii
$14.9M -$59.3K -844 -0.4%
PFA
196
Pettinga Financial Advisors
Indiana
$14.7M +$645K +9,188 +5%
TC
197
Trilogy Capital
California
$14.7M +$862K +12,278 +6%
BHWM
198
Bar Harbor Wealth Management
New Hampshire
$14.6M -$504K -7,172 -3%
BFPW
199
BOK Financial Private Wealth
Colorado
$14.5M +$858K +12,212 +6%
SFG
200
Sage Financial Group
Pennsylvania
$14.3M +$704K +10,025 +5%
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