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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 %
BBNA
576
Bremer Bank National Association
Minnesota
$4.34M -$223K -2,432 -5%
PFA
577
Pure Financial Advisors
California
$4.33M -$1.29M -14,002 -23%
CAM
578
Congress Asset Management
Massachusetts
$4.33M +$381K +4,145 +10%
DE
579
Day & Ennis
Georgia
$4.33M -$258K -2,808 -6%
DWM
580
Darwin Wealth Management
Florida
$4.33M +$2.58M +28,124 +148%
BSAM
581
Blue Square Asset Management
New York
$4.32M +$4.32M +47,032 New
PFG
582
PAX Financial Group
Texas
$4.31M -$5.96M -64,838 -58%
WA
583
Wealth Alliance
New York
$4.3M +$162K +1,767 +4%
BCWM
584
Bartlett & Co Wealth Management
Ohio
$4.28M +$2.2M +23,962 +106%
BC
585
Bartlett & Co
Ohio
$4.28M +$2.2M +23,962 +106%
OGF
586
Orin Green Financial
California
$4.26M +$4.26M +46,368 New
SB
587
Sunflower Bank
Texas
$4.25M +$4.25M +46,280 New
IWP
588
Icon Wealth Partners
Texas
$4.24M -$4.09M -44,487 -49%
PA
589
Parallel Advisors
California
$4.24M -$104K -1,128 -2%
GA
590
GFS Advisors
Texas
$4.24M +$327K +3,555 +8%
CIC
591
Carnegie Investment Counsel
Ohio
$4.23M -$26.5K -288 -0.6%
IA
592
IFG Advisory
Georgia
$4.22M -$1.14M -12,421 -21%
N
593
Natixis
France
$4.21M +$895K +9,740 +27%
LA
594
Lynch & Associates
Indiana
$4.21M -$303K -3,293 -7%
SIAM
595
Sterling Investment Advisors (Missouri)
Missouri
$4.21M -$234K -2,543 -5%
Public Sector Pension Investment Board (PSP Investments)
596
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$4.17M -$21.6M -235,450 -84%
TCM
597
Traynor Capital Management
Pennsylvania
$4.16M +$2.66M +28,940 +177%
SWM
598
Soundmark Wealth Management
Washington
$4.15M +$4.15M +45,136 New
HSWM
599
Hubbell Strickland Wealth Management
Louisiana
$4.14M +$21K +228 +0.5%
PWM
600
Perigon Wealth Management
California
$4.09M +$608K +6,617 +17%
22 23
24
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