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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 %
FNBOO
726
First National Bank of Omaha
Nebraska
$2.82M +$249K +2,714 +10%
PSUF
727
People's United Financial
Connecticut
$2.82M -$21K -229 -0.7%
GIA
728
Gladstone Institutional Advisory
Florida
$2.82M +$1.18M +12,863 +72%
AFC
729
AFT Forsyth & Company
Florida
$2.81M +$63.7K +693 +2%
CCT
730
Country Club Trust
Missouri
$2.81M -$159K -1,730 -5%
LFAS
731
Level Four Advisory Services
Texas
$2.8M -$2.07M -22,482 -42%
UBG
732
United Bank (Georgia)
Georgia
$2.79M -$276K -3,001 -9%
NPT
733
Nixon Peabody Trust
Massachusetts
$2.79M -$7.26K -79 -0.3%
NW
734
NewEdge Wealth
Pennsylvania
$2.78M +$2.78M +30,235 New
CAG
735
Csenge Advisory Group
Florida
$2.78M +$2.07M +22,503 +293%
DLHL
736
Donald L. Hagan LLC
Florida
$2.77M -$261K -2,845 -9%
Koshinski Asset Management
737
Koshinski Asset Management
Illinois
$2.76M -$13.5K -147 -0.5%
PL
738
Parthenon LLC
Kentucky
$2.74M +$538K +5,850 +24%
AWA
739
Arete Wealth Advisors
Illinois
$2.73M -$35.3K -387 -1%
BFA
740
Bluestem Financial Advisors
Illinois
$2.73M +$2.11K +23 +0.1%
MWM
741
Meridian Wealth Management
Kentucky
$2.72M +$1.89M +20,529 +225%
PTC
742
Philadelphia Trust Company
Pennsylvania
$2.72M +$2.72M +29,605 New
AF
743
Allworth Financial
California
$2.72M +$679K +7,385 +33%
WDL
744
Well Done LLC
Michigan
$2.71M +$20.8K +226 +0.8%
CF
745
Corrigan Financial
Rhode Island
$2.71M -$68.9K -750 -2%
WA
746
WBH Advisory
Maryland
$2.7M -$132K -1,310 -5%
Chevy Chase Trust
747
Chevy Chase Trust
Maryland
$2.68M +$263K +2,865 +11%
BPB
748
Badgley, Phelps & Bell
Washington
$2.68M -$25.3K -275 -0.9%
SFMG
749
Sage Financial Management Group
Virginia
$2.67M +$2.67M +29,014 New
GFG
750
Greystone Financial Group
Michigan
$2.67M +$2.67M +25,193 New
28 29
30
31 32