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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 %
PWA
801
Peterson Wealth Advisors
Utah
$2.23M -$64.7K -704 -3%
SEI Investments
802
SEI Investments
Pennsylvania
$2.23M -$60.3K -656 -3%
HIMC
803
Heritage Investors Management Corp
Maryland
$2.23M +$40.4K +440 +2%
STB
804
S&T Bank
Pennsylvania
$2.23M – – –
AWM
805
Altavista Wealth Management
North Carolina
$2.23M -$67.4K -733 -3%
RFO
806
RiverGlades Family Offices
Florida
$2.21M +$18.5K +201 +0.8%
PIA
807
Perennial Investment Advisors
California
$2.2M -$97.2K -1,058 -4%
BAM
808
Baldrige Asset Management
Pennsylvania
$2.2M +$42.4K +461 +2%
KA
809
Kovack Advisors
Florida
$2.19M +$157K +1,706 +8%
Lido Advisors
810
Lido Advisors
California
$2.19M +$192K +2,091 +10%
KFGK
811
Keystone Financial Group (Kentucky)
Kentucky
$2.18M +$68.8K +749 +3%
FFWM
812
Future Financial Wealth Management
Ohio
$2.18M +$2.18M +23,689 New
PWM
813
Provident Wealth Management
Tennessee
$2.16M -$114K -1,240 -5%
DWA
814
Dougherty Wealth Advisers
Minnesota
$2.16M – – –
TRCT
815
Tower Research Capital (TRC)
New York
$2.16M +$2.03M +22,106 +1,582%
CFS
816
CRA Financial Services
New Jersey
$2.16M -$40.8K -444 -2%
LF
817
Lee Financial
Texas
$2.16M -$946K -10,293 -31%
TNBTD
818
Trustmark National Bank Trust Department
Mississippi
$2.15M -$92.8K -1,010 -4%
SFP
819
Sterling Financial Planning
New Jersey
$2.15M +$2.15M +23,400 New
EP
820
Edgestream Partners
New Jersey
$2.15M -$3.49M -38,012 -62%
CIA
821
Choate Investment Advisors
Massachusetts
$2.15M -$254K -2,767 -11%
Legacy Financial Group (Iowa)
822
Legacy Financial Group (Iowa)
Iowa
$2.14M +$2.14M +23,274 New
SAG
823
Spotlight Asset Group
Illinois
$2.13M +$155K +1,684 +8%
CAM
824
Concorde Asset Management
Michigan
$2.13M -$2.83M -30,807 -57%
OLA
825
Oliver Luxxe Assets
New Jersey
$2.13M +$74K +754 +4%
31 32
33
34 35