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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 %
OIS
351
Okabena Investment Services
Minnesota
$10.4M +$47.7K +519 +0.5%
HSA
352
HBK Sorce Advisory
Pennsylvania
$10.3M -$139K -1,515 -1%
ECM
353
Exchange Capital Management
Michigan
$10.2M +$783K +8,518 +8%
MFA
354
Mayflower Financial Advisors
Massachusetts
$10.2M +$10.2M +111,457 New
CWA
355
Core Wealth Advisors
Florida
$10.2M -$342K -3,723 -3%
DADC
356
D.A. Davidson & Co
Montana
$10.2M -$5.33K -58 -0.1%
SWA
357
Sax Wealth Advisors
New Jersey
$10.2M +$10.2M +110,785 New
GRP
358
Global Retirement Partners
California
$10.1M +$905K +9,849 +10%
CFO
359
Colony Family Offices
North Carolina
$10.1M +$10.1M +110,285 New
HFA
360
High Falls Advisors
New York
$10.1M -$3.77M -41,050 -27%
GLLW
361
Graves Light Lenhart Wealth
Virginia
$10.1M +$1.34M +14,537 +15%
WSFS
362
Wilmington Savings Fund Society
Delaware
$10.1M -$212K -2,308 -2%
PAM
363
Peninsula Asset Management
Florida
$10M -$152K -1,650 -1%
PHAM
364
Palisades Hudson Asset Management
Florida
$10M +$11.6K +126 +0.1%
FFC
365
Fure Financial Corporation
Minnesota
$9.89M +$9.87M +107,407 +62,811%
BOH
366
Bank of Hawaii
Hawaii
$9.87M +$9.87M +107,345 New
DJSG
367
D.J. St. Germain
Massachusetts
$9.84M +$9.84M +107,046 New
BWM
368
BerganKDV Wealth Management
Minnesota
$9.77M +$261K +2,844 +3%
GSIS
369
Global Strategic Investment Solutions
Arizona
$9.73M +$80K +870 +0.8%
IWS
370
Insight Wealth Strategies
California
$9.7M -$5.26M -57,186 -35%
FA
371
FDx Advisors
Illinois
$9.68M +$2.89M +31,473 +43%
SFP
372
Strategic Financial Partners
Oregon
$9.67M +$2.86M +31,149 +42%
PA
373
Pinnacle Associates
New York
$9.58M +$60.9K +663 +0.6%
FWIA
374
Fort Washington Investment Advisors
Ohio
$9.58M +$5.89M +64,101 +160%
EWA
375
Encompass Wealth Advisors
Oregon
$9.5M +$9.5M +103,414 New
13 14
15
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