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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 %
MIAN
426
Mariner Independent Advisor Network
Kansas
$7.74M +$7.74M +84,239 New
EL
427
EQ LLC
Washington
$7.69M +$7.69M +83,713 New
TVAMP
428
Tennessee Valley Asset Management Partners
Tennessee
$7.69M +$4.28M +46,593 +126%
MWM
429
Marietta Wealth Management
Georgia
$7.69M -$162K -1,767 -2%
MCG
430
MACRO Consulting Group
New Jersey
$7.68M +$89.6K +973 +1%
CPIG
431
Chicago Partners Investment Group
Illinois
$7.68M +$387K +3,822 +5%
HPWM
432
Highland Private Wealth Management
Washington
$7.68M -$323K -3,515 -4%
KOMWMG
433
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$7.55M +$417K +4,541 +6%
Schroder Investment Management Group
434
Schroder Investment Management Group
United Kingdom
$7.55M +$6.95M +75,593 +1,163%
CGA
435
Crescent Grove Advisors
Illinois
$7.47M +$675K +7,342 +10%
RIA
436
Realta Investment Advisors
Delaware
$7.46M +$2.11M +22,971 +40%
AA
437
Ancora Advisors
Ohio
$7.44M +$827K +9,004 +13%
MCA
438
Magnolia Capital Advisors
Mississippi
$7.39M +$93.3K +1,015 +1%
KPWG
439
KFA Private Wealth Group
Virginia
$7.31M -$259K -2,819 -3%
MW
440
MBL Wealth
North Carolina
$7.3M +$7.3M +79,384 New
LWANC
441
Laurel Wealth Advisors (North Carolina)
North Carolina
$7.22M -$214K -2,333 -3%
AIC
442
Ameritas Investment Company
Nebraska
$7.2M +$1.34M +14,592 +23%
SFWA
443
Summit Financial Wealth Advisors
Louisiana
$7.18M -$58.3K -830 -0.8%
BPA
444
Beacon Pointe Advisors
California
$7.17M -$131K -1,424 -2%
TYCC
445
Texas Yale Capital Corp
Florida
$7.16M – – –
ATC
446
Argent Trust Co
Tennessee
$7.16M -$3.24M -35,275 -31%
CASB
447
Cape Ann Savings Bank
Massachusetts
$7.16M +$7.16M +77,875 New
FBA
448
Front Barnett Associates
Illinois
$7.16M +$4.46M +48,548 +166%
PPA
449
Parametric Portfolio Associates
Washington
$7.15M -$417K -4,536 -6%
IWMA
450
Ironwood Wealth Management (Arizona)
Arizona
$7.12M +$405K +4,406 +6%
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