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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 %
IWM
526
IHT Wealth Management
Illinois
$5.16M -$169K -1,843 -3%
CIC
527
Cornercap Investment Counsel
Georgia
$5.12M -$2.13M -25,442 -29%
FFW
528
Fusion Family Wealth
New York
$5.1M -$129K -1,402 -2%
BCM
529
Boltwood Capital Management
California
$5.08M -$75.5K -822 -1%
CNBTD
530
Citizens National Bank Trust Department
Mississippi
$5.05M +$5.05M +54,887 New
BFEC
531
Benjamin F. Edwards & Company
Missouri
$5.03M +$638K +6,939 +15%
GLA
532
Good Life Advisors
Pennsylvania
$5.01M -$31.9K -347 -0.6%
MSA
533
Mason Street Advisors
Wisconsin
$5.01M -$1.83M -19,964 -27%
EWA
534
EP Wealth Advisors
California
$4.99M +$5.05K +55 +0.1%
NAM
535
NTV Asset Management
West Virginia
$4.98M +$9.19K +100 +0.2%
EIA
536
Edgemoor Investment Advisors
Maryland
$4.97M +$4.97M +54,079 New
AC
537
Apella Capital
Connecticut
$4.96M -$386K -4,195 -7%
SMG
538
Spectrum Management Group
Indiana
$4.95M -$1.62M -17,673 -25%
FCA
539
FLC Capital Advisors
California
$4.95M -$108K -1,170 -2%
MPCG
540
Matrix Private Capital Group
New York
$4.95M +$896K +9,747 +22%
EFL
541
ERn Financial LLC
Wisconsin
$4.94M +$469K +5,106 +10%
MCM
542
Monument Capital Management
Virginia
$4.94M +$4.94M +53,701 New
PA
543
PSI Advisors
Florida
$4.91M -$402K -4,377 -8%
CWC
544
Carolinas Wealth Consulting
North Carolina
$4.87M +$2.47M +26,832 +103%
FM
545
Family Management
New York
$4.85M +$1.46M +15,912 +43%
BCMO
546
Buckingham Capital Management (Ohio)
Ohio
$4.84M -$151K -1,642 -3%
JWCA
547
J.W. Cole Advisors
Florida
$4.79M +$1.02M +11,134 +27%
BWFA
548
Baltimore-Washington Financial Advisors
Maryland
$4.77M -$184 -2 -0%
BA
549
Bristlecone Advisors
Washington
$4.76M +$3.13K +34 +0.1%
IF
550
Ironwood Financial
Arizona
$4.74M +$2.79M +30,344 +143%
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