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

1,722 hedge funds and large institutions have $40B invested in iShares Core S&P Small-Cap ETF in 2020 Q4 according to their latest regulatory filings, with 340 funds opening new positions, 665 increasing their positions, 568 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,722
Holders Change
+272
Holders Change %
+18.76%
% of All Funds
30.55%
Holding in Top 10
290
Holding in Top 10 Change
+83
Holding in Top 10 Change %
+40.1%
% of All Funds
5.15%
New
340
Increased
665
Reduced
568
Closed
42
Calls
$264M
Puts
$124M
Net Calls
+$139M
Net Calls Change
+$17.4M

Top Buyers

1
Osaic Holdings
Osaic Holdings
Arizona
+$319M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$252M
3
CCMG
Clark Capital Management Group
Pennsylvania
+$240M
4
Morgan Stanley
Morgan Stanley
New York
+$202M
5
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
+$152M

Top Sellers

1
UBS Group
UBS Group
Switzerland
-$658M
2
PPFA
Provida Pension Fund Administrator
Chile
-$203M
3
BlackRock
BlackRock
New York
-$154M
4
HNB
Huntington National Bank
Ohio
-$98.5M
5
LPL Financial
LPL Financial
California
-$69.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
RCA
251
Resonant Capital Advisors
Wisconsin
$15M +$715K +7,779 +5%
MCWS
252
McKinley Carter Wealth Services
West Virginia
$14.8M +$2.7M +29,338 +22%
SPP
253
Single Point Partners
Massachusetts
$14.7M +$791K +8,611 +6%
FHC
254
Fort Henry Capital
West Virginia
$14.7M +$14.7M +159,493 New
LWP
255
Legacy Wealth Partners
California
$14.4M +$10.7M +116,909 +295%
HG
256
Harbor Group
New Hampshire
$14.4M +$14.4M +145,177 New
CA
257
Capital Advantage
California
$14.3M -$82.6K -888 -0.6%
AWM
258
Apollon Wealth Management
South Carolina
$14.3M -$1.72M -18,742 -11%
EIG
259
Ellenbecker Investment Group
Wisconsin
$14.2M -$1.51M -16,461 -10%
BRWA
260
B. Riley Wealth Advisors
Florida
$14M +$7.71M +83,931 +122%
FCBT
261
First Citizens Bank & Trust
North Carolina
$14M -$3.94M -42,821 -22%
T
262
TrueFG
Texas
$14M -$374K -4,075 -3%
TF
263
TimeScale Financial
Massachusetts
$13.9M -$2.29M -24,907 -14%
NCMW
264
Northern Capital Management (Washington)
Washington
$13.9M +$13.9M +151,240 New
MHS
265
M Holdings Securities
Oregon
$13.8M +$487K +5,297 +4%
SBSB
266
Sullivan, Bruyette, Speros & Blaney
Virginia
$13.8M -$194K -2,114 -1%
KLI
267
Kelman-Lazarov Inc
Tennessee
$13.8M -$73.6K -801 -0.5%
QCG
268
Quadrant Capital Group
Ohio
$13.8M +$887K +9,648 +7%
Prudential Financial
269
Prudential Financial
New Jersey
$13.7M +$236K +2,573 +2%
Legal & General Group
270
Legal & General Group
United Kingdom
$13.7M -$4.82M -52,450 -26%
BCM
271
Brookstone Capital Management
Illinois
$13.7M +$2.62M +28,529 +24%
LFS
272
Lutz Financial Services
Nebraska
$13.6M +$198K +2,158 +1%
CB
273
Community Bank
New York
$13.6M +$1.21M +13,220 +10%
OPWM
274
Oakwell Private Wealth Management
Texas
$13.5M +$13.5M +147,129 New
FFS
275
Founders Financial Securities
Maryland
$13.5M +$895K +9,740 +7%
9 10
11
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