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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 %
CMA
201
Cedar Mountain Advisors
Oregon
$13.8M -$1.41M -20,639 -9%
PFA
202
Pettinga Financial Advisors
Indiana
$13.7M +$5.42M +79,398 +66%
LSAG
203
Lake Street Advisors Group
New Hampshire
$13.6M -$9.04M -132,421 -40%
TC
204
Trilogy Capital
California
$13.6M +$686K +9,914 +5%
AWC
205
Abundance Wealth Counselors
Pennsylvania
$13.5M -$1.24M -18,193 -8%
BOS
206
Bank of Stockton
California
$13.3M -$3.3M -48,320 -20%
SFG
207
Sage Financial Group
Pennsylvania
$13.2M +$1.76M +25,838 +15%
BFPW
208
BOK Financial Private Wealth
Colorado
$13.2M -$1.3M -19,088 -9%
PWAG
209
Polaris Wealth Advisory Group
California
$13M +$2.46M +36,547 +23%
MCWS
210
McKinley Carter Wealth Services
West Virginia
$12.9M -$8.09M -118,511 -38%
FAAS
211
First Allied Advisory Services
California
$12.6M +$2.25M +32,895 +22%
SWPG
212
Strategic Wealth Partners Group
Illinois
$12.5M +$2.03M +29,795 +19%
WWM
213
Windsor Wealth Management
Indiana
$12.5M +$7.52M +110,069 +151%
SFS
214
Summit Financial Strategies
Ohio
$12.4M +$925K +13,544 +8%
FWM
215
Fairhaven Wealth Management
Illinois
$12.3M +$1.08M +15,825 +10%
HCA
216
Heck Capital Advisors
Wisconsin
$12.1M +$1.7M +24,896 +16%
AIA
217
Ally Invest Advisors
North Carolina
$12.1M +$856K +12,530 +8%
FFBTD
218
First Financial Bank - Trust Division
Ohio
$12.1M +$1.59M +23,313 +15%
LNC
219
Lincoln National Corp
Pennsylvania
$12M +$215K +3,145 +2%
TF
220
TimeScale Financial
Massachusetts
$12M -$28.1K -415 -0.2%
RJT
221
Raymond James Trust
Florida
$12M +$683 +10 +0%
TFO
222
Tarbox Family Office
California
$11.9M -$912K -13,350 -7%
AWM
223
Apollon Wealth Management
South Carolina
$11.9M +$2.47M +36,226 +26%
PMG
224
ProVise Management Group
Florida
$11.8M +$3.33M +48,824 +39%
OC
225
Oppenheimer & Co
New York
$11.8M +$6.24M +91,402 +112%
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