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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 %
CBFP
701
Cedar Brook Financial Partners
Ohio
$2.96M +$1.7M +18,526 +135%
HPC
702
Hobart Private Capital
North Carolina
$2.96M -$3.16M -34,334 -52%
SHJ
703
Sharkey, Howes & Javer
Colorado
$2.95M -$3.73M -40,623 -56%
SGK
704
Steigerwald Gordon & Koch
Virginia
$2.95M -$77.1K -839 -3%
OAP
705
One Advisory Partners
Kansas
$2.93M -$2.87M -31,180 -49%
HCMT
706
Highland Capital Management (Tennessee)
Tennessee
$2.93M -$121K -1,315 -4%
RPC
707
Rossmore Private Capital
Connecticut
$2.92M +$170K +1,845 +6%
AWP
708
Accretive Wealth Partners
New Jersey
$2.92M +$2.92M +31,716 New
ONST
709
Old North State Trust
North Carolina
$2.91M -$3.25M -35,385 -53%
SXL
710
Summit X LLC
Missouri
$2.9M -$1.33M -14,481 -31%
AMG
711
Asset Management Group
Connecticut
$2.89M +$3.86K +42 +0.1%
RHBC
712
R.H. Bluestein & Co
Michigan
$2.89M +$381K +4,146 +15%
PFA
713
Pathway Financial Advisors
Vermont
$2.89M +$113K +1,074 +4%
CFG
714
Citizens Financial Group
Rhode Island
$2.87M +$186K +2,019 +7%
SAA
715
Southeast Asset Advisors
Georgia
$2.86M +$128K +1,398 +5%
CBT
716
Central Bank & Trust
Kentucky
$2.86M -$20.9K -227 -0.7%
SW
717
SkyOak Wealth
Michigan
$2.85M -$51.9K -565 -2%
GH
718
GAM Holding
Switzerland
$2.85M – – –
CHJWM
719
Carlton Hofferkamp & Jenks Wealth Management
Texas
$2.85M -$25.6K -255 -0.9%
PP
720
PrairieView Partners
Minnesota
$2.84M -$243K -2,649 -8%
ACM
721
Armbruster Capital Management
New York
$2.84M +$225K +2,450 +9%
3F
722
360 Financial
Minnesota
$2.84M +$207K +2,252 +8%
WT
723
Washington Trust
Rhode Island
$2.83M +$175K +1,899 +7%
First Manhattan
724
First Manhattan
New York
$2.83M +$92 +1 +0%
DT
725
Diversified Trust
Tennessee
$2.83M -$146K -1,589 -5%
27 28
29
30 31