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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 %
YIA
376
YHB Investment Advisors
Connecticut
$9.49M -$59K -642 -0.6%
PFP
377
Pinnacle Financial Partners
Tennessee
$9.48M -$417K -4,535 -4%
B
378
Bailard
California
$9.44M +$434K +4,723 +5%
SL
379
Salomon & Ludwin
Virginia
$9.43M +$406K +4,416 +4%
GPA
380
Guidance Point Advisors
Massachusetts
$9.42M +$3.95K +43 +0%
HCP
381
Holt Capital Partners
Texas
$9.42M +$96.1K +1,046 +1%
SBL
382
Sargent Bickham Lagudis
Colorado
$9.39M +$2.01M +21,915 +27%
WWM
383
Wiser Wealth Management
Georgia
$9.22M +$9.22M +100,332 New
BWA
384
BDO Wealth Advisors
Florida
$9.18M +$2.87M +31,219 +45%
TWP
385
TFO Wealth Partners
Ohio
$9.12M -$53.2K -579 -0.6%
EVM
386
Evelyn V. Moreno
$9.03M +$27.2K +296 +0.3%
Citadel Advisors
387
Citadel Advisors
Florida
$8.99M +$8.99M +97,768 New
LIA
388
LBMC Investment Advisors
Tennessee
$8.92M +$154K +1,677 +2%
DWA
389
Divergent Wealth Advisors
Utah
$8.89M -$2.31M -25,110 -21%
KWMG
390
King Wealth Management Group
Florida
$8.87M +$524K +5,705 +6%
EWM
391
Evermay Wealth Management
Virginia
$8.85M +$727K +7,906 +9%
PFG
392
Pacific Financial Group
Washington
$8.84M +$3.39M +36,897 +62%
Retirement Systems of Alabama
393
Retirement Systems of Alabama
Alabama
$8.79M – – –
Bank Julius Baer & Co
394
Bank Julius Baer & Co
Switzerland
$8.77M +$8.77M +95,473 New
RWA
395
Ropes Wealth Advisors
Massachusetts
$8.75M +$7.91M +86,032 +934%
CPO
396
Cerity Partners OCIO
New York
$8.74M +$151K +1,640 +2%
LFS
397
Legacy Financial Strategies
Kansas
$8.72M -$31K -337 -0.4%
CG
398
CFO4Life Group
Texas
$8.7M +$92.3K +1,004 +1%
IA
399
IFG Advisors
Missouri
$8.7M -$206K -2,240 -2%
GIA
400
GHP Investment Advisors
Colorado
$8.69M -$120K -1,311 -1%
14 15
16
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