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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 %
NNP
826
Nachman Norwood & Parrott
South Carolina
$2.11M +$1.75K +19 +0.1%
PCG
827
Private Capital Group
Connecticut
$2.11M -$740K -8,046 -26%
IAN
828
Integrated Advisors Network
Texas
$2.1M -$92.7K -1,009 -4%
BIM
829
Baldwin Investment Management
Pennsylvania
$2.1M +$18.4K +200 +0.9%
SAM
830
Shone Asset Management
California
$2.09M -$9.74K -107 -0.5%
EI
831
Ellevest Inc
New York
$2.08M -$504K -5,486 -19%
SFA
832
Sequoia Financial Advisors
Ohio
$2.08M +$136K +1,484 +7%
SAMC
833
Spectrum Asset Management (California)
California
$2.08M +$2.08M +22,596 New
Mercer Global Advisors
834
Mercer Global Advisors
Colorado
$2.05M +$220K +2,398 +12%
WS
835
Wedbush Securities
California
$2.04M -$338K -3,673 -14%
AF
836
Advisornet Financial
Minnesota
$2.04M -$338K -3,682 -14%
CWA
837
Clarus Wealth Advisors
Arizona
$2.02M +$544K +5,544 +37%
SWMG
838
Strategic Wealth Management Group
Maryland
$2.02M +$116K +1,266 +6%
RWRC
839
R.W. Roge & Company
New York
$2.01M -$84.6K -921 -4%
IIC
840
Integrated Investment Consultants
Michigan
$2M -$1.57M -17,080 -44%
IWA
841
Independence Wealth Advisors
Virginia
$2M -$13.7K -149 -0.7%
PO
842
Private Ocean
California
$1.99M -$31.7K -345 -2%
EFS
843
Essex Financial Services
Connecticut
$1.98M +$524K +5,701 +36%
CPIA
844
Cornell Pochily Investment Advisors
New York
$1.97M +$174K +1,889 +10%
AWM
845
Avior Wealth Management
Nebraska
$1.97M +$605K +6,587 +44%
CSM
846
CAMG Solamere Management
North Carolina
$1.96M -$1.09M -11,876 -36%
MWM
847
Maltin Wealth Management
New Jersey
$1.96M +$126K +1,369 +7%
SFM
848
Signet Financial Management
New Jersey
$1.96M -$827 -9 -0%
FC
849
Ferris Capital
Massachusetts
$1.96M +$13.9K +151 +0.7%
OCM
850
Orion Capital Management
California
$1.94M +$1.94M +21,138 New
32 33
34
35 36