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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 %
VIM
626
Vista Investment Management
Pennsylvania
$3.75M +$102K +1,107 +3%
LS
627
Liquid Strategies
Georgia
$3.74M -$5.51K -60 -0.1%
CIC
628
Cutler Investment Counsel
Oregon
$3.71M +$229K +2,493 +7%
Mackenzie Financial
629
Mackenzie Financial
Ontario, Canada
$3.71M -$3.48M -37,844 -48%
PAG
630
Pinnacle Advisory Group
Maryland
$3.7M -$149K -1,621 -4%
NOI
631
Newton One Investments
Delaware
$3.7M +$3.7M +40,242 New
NC
632
NewSquare Capital
Pennsylvania
$3.68M -$9.65K -105 -0.3%
DP
633
Denver PWM
Colorado
$3.68M -$130K -1,425 -3%
BAAM
634
Baker Avenue Asset Management
California
$3.67M +$269K +2,928 +8%
OAM
635
Occidental Asset Management
California
$3.67M +$1.51M +16,464 +70%
TSWM
636
Triangle Securities Wealth Management
North Carolina
$3.64M -$63.6K -692 -2%
FFA
637
Freedman Financial Associates
Massachusetts
$3.59M +$3.59M +39,081 New
ONB
638
Old National Bancorp
Indiana
$3.58M -$303K -3,292 -8%
SSWM
639
Sheets Smith Wealth Management
North Carolina
$3.58M -$690K -7,507 -16%
TPSF
640
Texas Permanent School Fund
Texas
$3.56M -$852K -9,272 -19%
LWMG
641
Levy Wealth Management Group
Pennsylvania
$3.55M +$3.55M +38,623 New
FLA
642
Financial Life Advisors
Texas
$3.54M -$21.8K -237 -0.6%
MFG
643
Merit Financial Group
Georgia
$3.52M -$398K -4,335 -10%
TA
644
Tiedemann Advisors
New York
$3.51M -$1.65K -18 -0%
PAG
645
Private Advisory Group
Washington
$3.51M +$348K +3,787 +11%
PFGIA
646
Patriot Financial Group Insurance Agency
Massachusetts
$3.51M -$6.16K -67 -0.2%
CIR
647
Clear Investment Research
Georgia
$3.5M -$581K -6,323 -14%
BSW
648
Buckingham Strategic Wealth
Missouri
$3.49M -$5.05K -55 -0.1%
SIS
649
SVB Investment Services
Utah
$3.48M +$60.1K +654 +2%
TWA
650
TPB Wealth Advisors
Texas
$3.48M +$3.48M +38,000 New
24 25
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