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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 %
BEC
601
Blue Edge Capital
Virginia
$4.08M +$4.08M +44,428 New
RA
602
RFG Advisory
Alabama
$4.07M -$1.64M -16,737 -29%
WWM
603
Western Wealth Management
Colorado
$4.06M -$541K -5,891 -12%
IWAG
604
Integer Wealth Advisors Group
Georgia
$4M +$222K +2,281 +6%
RW
605
RVW Wealth
California
$4M -$36.5K -397 -0.9%
JSL
606
JT Stratford LLC
Georgia
$3.98M +$876K +9,529 +28%
AFG
607
Arkansas Financial Group
Arkansas
$3.98M +$93K +1,012 +2%
BWA
608
BlueSky Wealth Advisors
North Carolina
$3.93M -$135K -1,471 -3%
DCM
609
Davidson Capital Management
Texas
$3.93M +$102K +1,111 +3%
TCM
610
Telos Capital Management
California
$3.92M +$40.6K +442 +1%
LWP
611
Laurel Wealth Planning
Minnesota
$3.91M +$3.91M +42,569 New
CNB
612
Camden National Bank
Maine
$3.91M +$488K +5,308 +14%
RFN
613
RDA Financial Network
Iowa
$3.9M -$1.22M -13,289 -24%
WA
614
Wilshire Advisors
California
$3.88M +$2.94M +31,942 +309%
FCA
615
FinTrust Capital Advisors
South Carolina
$3.88M +$641K +6,974 +20%
BAM
616
Belpointe Asset Management
Nevada
$3.86M +$2M +21,810 +108%
PCM
617
Parsons Capital Management
Rhode Island
$3.86M +$326K +3,545 +9%
DL
618
DOHJ LLC
Washington
$3.86M +$1.1M +10,777 +40%
MWP
619
Madison Wealth Partners
Wisconsin
$3.85M +$3.85M +41,874 New
QAM
620
QCI Asset Management
New York
$3.83M -$128K -1,393 -3%
KWM
621
Kingsview Wealth Management
Oregon
$3.81M +$1.97M +21,436 +107%
DWT
622
Dorsey & Whitney Trust
South Dakota
$3.79M -$139K -1,515 -4%
AC
623
Alley Company
Illinois
$3.79M +$184K +2,006 +5%
SCA
624
Stokes Capital Advisors
South Carolina
$3.79M -$180K -1,962 -5%
ATC
625
Adirondack Trust Company
New York
$3.76M -$40.7K -417 -1%
23 24
25
26 27