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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 %
AWAP
776
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$2.46M +$2.46M +26,755 New
SDWMA
777
Schneider Downs Wealth Management Advisors
Pennsylvania
$2.45M +$185K +2,016 +8%
JG
778
Jefferies Group
New York
$2.45M +$328K +3,571 +15%
ACA
779
Affinity Capital Advisors
California
$2.45M +$2.45M +26,633 New
LWM
780
Liberty Wealth Management
California
$2.45M -$1.76M -17,744 -42%
V
781
VeraBank
Texas
$2.44M -$8.18K -89 -0.3%
WFA
782
Wells Financial Advisors
Massachusetts
$2.44M +$2.44M +26,596 New
CCM
783
Colorado Capital Management
Colorado
$2.44M -$40.5K -439 -2%
MAS
784
Madden Advisory Services
Florida
$2.44M -$136K -1,482 -5%
ISB
785
Iowa State Bank
Iowa
$2.43M +$215K +2,339 +10%
OMC
786
Old Mission Capital
Illinois
$2.41M +$2.41M +26,186 New
UWPG
787
Ullmann Wealth Partners Group
Florida
$2.4M -$420K -4,566 -15%
OMC
788
Overbrook Management Corp
New York
$2.35M +$2.35M +25,592 New
NWA
789
Navis Wealth Advisors
New York
$2.35M +$2.35M +25,512 New
PA
790
PFG Advisors
Arizona
$2.34M -$326K -3,551 -12%
SWA
791
Sutton Wealth Advisors
Florida
$2.32M +$3.58K +39 +0.2%
TSA
792
Tri-Star Advisors
Texas
$2.31M +$18.9K +192 +0.8%
ZIM
793
Zacks Investment Management
Illinois
$2.3M +$541K +5,882 +31%
FCB
794
First Command Bank
Texas
$2.29M +$1.06M +11,492 +86%
FCFS
795
First Command Financial Services
Texas
$2.29M +$1.06M +11,492 +86%
WPIC
796
White Pine Investment Company
Michigan
$2.27M +$73.9K +804 +3%
HPWM
797
High Pines Wealth Management
Massachusetts
$2.27M +$2.27M +24,662 New
AC
798
Abbrea Capital
California
$2.27M -$225K -2,452 -9%
MOACM
799
Mutual of America Capital Management
New York
$2.24M -$1.19M -12,974 -35%
TFCP
800
Twin Focus Capital Partners
Massachusetts
$2.23M +$2.21K +24 +0.1%
30 31
32
33 34