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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 %
EWM
851
Evercore Wealth Management
New York
$1.94M +$48K +522 +3%
CAM
852
Cozad Asset Management
Illinois
$1.93M +$575K +6,260 +42%
JFGIW
853
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.92M -$19.2K -209 -1%
W
854
WealthOne
New York
$1.92M +$127K +1,386 +7%
SIA
855
SkyView Investment Advisors
New Jersey
$1.92M +$1.92M +20,834 New
ACM
856
AUA Capital Management
Pennsylvania
$1.91M – – –
GFP
857
Gryphon Financial Partners
Ohio
$1.91M +$104K +1,137 +6%
9WM
858
9258 Wealth Management
Ohio
$1.91M +$53.5K +582 +3%
SAM
859
Silvercrest Asset Management
New York
$1.9M +$190K +2,072 +11%
22CM
860
20/20 Capital Management
California
$1.89M -$126K -1,265 -6%
TCM
861
Tuttle Capital Management
Connecticut
$1.88M +$1.88M +20,501 New
BFG
862
Baron Financial Group
New Jersey
$1.88M -$132K -1,440 -7%
RIM
863
Rockbridge Investment Management
New York
$1.87M +$68.5K +745 +4%
ICP
864
Interchange Capital Partners
Pennsylvania
$1.87M +$1.87M +20,395 New
LDFR
865
Lehman & Derafelo Financial Resources
Pennsylvania
$1.87M +$28.3K +308 +2%
CHC
866
City Holding Co
West Virginia
$1.87M +$605K +6,585 +48%
RMDI
867
R.M. Davis Inc
Maine
$1.87M +$150K +1,635 +9%
NEGWA
868
New England Guild Wealth Advisors
Connecticut
$1.86M -$180K -1,957 -9%
AWG
869
Altus Wealth Group
Colorado
$1.86M +$1.86M +20,206 New
GPWA
870
Great Point Wealth Advisors
Massachusetts
$1.86M +$4.32K +47 +0.2%
PFA
871
Professional Financial Advisors
Nebraska
$1.84M -$15.1K -164 -0.8%
PFM
872
Parsec Financial Management
North Carolina
$1.84M -$11.3K -123 -0.6%
CL
873
COWA LLC
Oklahoma
$1.84M +$1.84M +18,595 New
PFA
874
Pinnacle Family Advisors
Missouri
$1.81M +$1.08M +11,733 +146%
TIA
875
Tiemann Investment Advisors
California
$1.81M -$72.1K -785 -4%
33 34
35
36 37