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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 %
EW
476
Element Wealth
Mississippi
$6.41M -$97.5K -1,061 -1%
OFG
477
Omega Financial Group
California
$6.39M -$179K -1,952 -3%
BOTW
478
Bank of the West
California
$6.35M -$1.09M -11,849 -15%
RWP
479
RWA Wealth Partners
Massachusetts
$6.34M +$5.54M +60,277 +693%
FNBT
480
FineMark National Bank & Trust
Florida
$6.32M -$182K -1,984 -3%
MI
481
Moneywise Inc
Virginia
$6.32M +$134K +1,462 +2%
Kovitz Investment Group Partners
482
Kovitz Investment Group Partners
Illinois
$6.29M +$21.7K +236 +0.3%
KWP
483
Keystone Wealth Partners
Arizona
$6.28M +$6.28M +68,291 New
PFM
484
Peak Financial Management
Massachusetts
$6.27M -$6.16K -67 -0.1%
NFG
485
NewFocus Financial Group
Washington
$6.27M +$185K +2,018 +3%
RSWM
486
Robertson Stephens Wealth Management
California
$6.25M +$3.57M +38,831 +133%
LWA
487
LWS Wealth Advisors
New Jersey
$6.21M +$60.9K +663 +1%
RDFA
488
Ritter Daniher Financial Advisory
Ohio
$6.21M +$6.21M +67,536 New
FG
489
Fiduciary Group
Georgia
$6.15M +$415K +3,904 +7%
MBT
490
Montecito Bank & Trust
California
$6.12M +$551K +5,991 +10%
NF
491
Nikulski Financial
Iowa
$6.08M +$423K +4,605 +7%
VIP
492
Vantage Investment Partners
Missouri
$6.07M – – –
MNBTD
493
Moody National Bank Trust Division
Texas
$6.07M – – –
FNWM
494
Financial Network Wealth Management
Utah
$6.04M +$6.04M +65,765 New
CSIC
495
Clifford Swan Investment Counsel
California
$6.04M -$44.9K -489 -0.7%
HPC
496
HM Payson & Co
Maine
$6.02M +$2.8M +30,417 +87%
TWM
497
TMD Wealth Management
Arizona
$6.02M +$6.02M +65,455 New
Brown Advisory
498
Brown Advisory
Maryland
$6M -$311K -3,387 -5%
BFM
499
Boston Financial Management
Massachusetts
$5.96M -$381K -4,148 -6%
EPP
500
ETF Portfolio Partners
Kansas
$5.94M +$294K +3,197 +5%
18 19
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