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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 %
EA
326
Evergreen Advisors
Tennessee
$11.3M +$11.3M +123,288 New
WP
327
WealthSource Partners
California
$11.3M -$10.9M -119,064 -49%
VCM
328
Verde Capital Management
Michigan
$11.3M +$2.24M +24,367 +25%
AWE
329
Avidian Wealth Enterprises
Texas
$11.2M -$2.66M -28,902 -19%
MWC
330
MKD Wealth Coaches
Michigan
$11.1M -$475K -5,165 -4%
AC
331
AlphaCore Capital
California
$11.1M +$557K +6,056 +5%
5L
332
55I LLC
Massachusetts
$11M -$14.9M -162,049 -57%
EH
333
Equitable Holdings
New York
$11M -$4.89M -53,243 -31%
WS
334
Wela Strategies
Georgia
$11M -$44.3K -482 -0.4%
CWM
335
Cranbrook Wealth Management
Michigan
$11M -$290K -3,151 -3%
AF
336
Arrow Financial
New York
$10.9M -$355K -3,860 -3%
BFWA
337
Benchmark Financial Wealth Advisors
Florida
$10.9M +$373K +4,064 +4%
PI
338
Pachira Investments
California
$10.9M -$129K -1,404 -1%
RRA
339
Round Rock Advisors
Connecticut
$10.9M +$10.9M +118,478 New
FWP
340
FAS Wealth Partners
Kansas
$10.9M +$2.87M +31,243 +36%
CAI
341
Capital Advisors Inc
Oklahoma
$10.9M +$2.16M +23,537 +25%
PWLP
342
Prio Wealth Limited Partnership
Massachusetts
$10.8M +$209K +2,275 +2%
DAS
343
Dynamic Advisor Solutions
Arizona
$10.8M +$634K +6,899 +6%
LPT
344
Legacy Private Trust
Wisconsin
$10.7M +$539K +5,867 +5%
NPF
345
Norris Perne & French
Michigan
$10.7M +$1.81M +19,726 +20%
OCM
346
One Capital Management
California
$10.6M -$643K -6,997 -6%
RCAG
347
Rehmann Capital Advisory Group
Michigan
$10.6M -$259K -2,820 -2%
XF
348
XML Financial
Maryland
$10.5M +$32.6K +355 +0.3%
MIC
349
Means Investment Company
Maine
$10.5M +$702K +6,599 +7%
LCWP
350
Legacy Capital Wealth Partners
Arkansas
$10.5M +$10.5M +114,210 New
12 13
14
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