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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 %
Bank of America
1
Bank of America
North Carolina
$2.19B -$68.6M -1,004,258 -3%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.93B +$311M +4,549,646 +19%
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$1.26B +$77.4M +1,133,726 +7%
UBS Group
4
UBS Group
Switzerland
$1.12B -$14.4M -210,424 -1%
Wells Fargo
5
Wells Fargo
California
$1.07B -$193M -2,832,209 -15%
Morgan Stanley
6
Morgan Stanley
New York
$1.01B +$110M +1,617,182 +12%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$953M +$609M +8,916,236 +177%
BlackRock
8
BlackRock
New York
$793M +$192M +2,808,566 +32%
FCAS
9
First Command Advisory Services
Texas
$741M +$6.96M +101,856 +0.9%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$713M -$47M -688,787 -6%
PNC Financial Services Group
11
PNC Financial Services Group
Pennsylvania
$677M +$80M +1,170,764 +13%
RJA
12
Raymond James & Associates
Florida
$519M +$12.7M +185,268 +3%
Goldman Sachs
13
Goldman Sachs
New York
$438M -$929K -13,606 -0.2%
PPFA
14
Provida Pension Fund Administrator
Chile
$404M -$13M -189,840 -3%
Ameriprise
15
Ameriprise
Minnesota
$401M -$59.7M -872,115 -13%
Northern Trust
16
Northern Trust
Illinois
$370M -$2.74M -40,059 -0.7%
LPL Financial
17
LPL Financial
California
$356M +$75.5M +1,105,131 +27%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$320M +$2.4M +35,164 +0.8%
US Bancorp
19
US Bancorp
Minnesota
$300M -$58.9M -862,136 -16%
KeyBank National Association
20
KeyBank National Association
Ohio
$272M +$11.9M +174,768 +5%
RJFSA
21
Raymond James Financial Services Advisors
Florida
$240M +$240M +3,507,464 New
Financial Engines Advisors
22
Financial Engines Advisors
California
$234M +$89.2M +1,306,150 +61%
GT
23
Glenmede Trust
Pennsylvania
$229M +$82.8M +1,212,579 +57%
Citigroup
24
Citigroup
New York
$224M +$122M +1,790,901 +120%
RFC
25
Regions Financial Corp
Alabama
$220M -$8.03M -117,550 -4%
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