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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 %
JIP
751
Jaffetilchin Investment Partners
Florida
$2.66M +$1.92M +20,887 +258%
KW
752
KWB Wealth
California
$2.66M +$2.66M +28,975 New
BDF
753
Black Diamond Financial
Maryland
$2.66M -$72.2K -786 -3%
NAG
754
Northstar Advisory Group
New Jersey
$2.66M +$2.66M +28,911 New
RA
755
Resolute Advisors
California
$2.66M +$2.66M +28,905 New
CFB
756
Cullen/Frost Bankers
Texas
$2.65M -$375K -4,080 -12%
EFSCE
757
Enterprise Financial Services Corp (EFSC)
Missouri
$2.64M -$421K -4,587 -14%
WC
758
Wexford Capital
Florida
$2.63M +$2.63M +28,578 New
AWM
759
Alterna Wealth Management
Texas
$2.63M +$204K +2,222 +8%
CWM
760
CCG Wealth Management
California
$2.62M -$8.09K -88 -0.3%
BBHBI
761
B, B, H, & B Inc
Alabama
$2.61M +$2.61M +28,448 New
HAS
762
HBW Advisory Services
California
$2.61M -$143K -1,556 -5%
CWS
763
Cypress Wealth Services
California
$2.59M +$2.59M +28,137 New
SC
764
Savant Capital
Illinois
$2.55M +$167K +1,818 +7%
PCIA
765
Prime Capital Investment Advisors
Kansas
$2.54M +$940K +10,234 +59%
PWW
766
Pettyjohn Wood & White
Virginia
$2.54M -$4.87K -53 -0.2%
BWAM
767
Boyd Watterson Asset Management
Ohio
$2.54M -$27.5K -299 -1%
EPM
768
Elm Partners Management
Pennsylvania
$2.53M -$196K -2,138 -7%
EPWM
769
Essex Private Wealth Management
Massachusetts
$2.5M -$584K -6,351 -19%
AIP
770
Ameritas Investment Partners
Nebraska
$2.5M -$67.1K -730 -3%
1WM
771
1900 Wealth Management
Texas
$2.49M +$2.49M +27,083 New
SFO
772
Standard Family Office
South Dakota
$2.48M +$2.48M +27,000 New
GSWM
773
Golden State Wealth Management
California
$2.47M -$1.33M -14,441 -35%
Jane Street
774
Jane Street
New York
$2.47M +$2.01M +21,883 +436%
CWM
775
Curi Wealth Management
North Carolina
$2.47M +$2.47M +26,865 New
29 30
31
32 33