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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 %
DFA
876
Delta Financial Advisors
Louisiana
$1.8M – – –
SCA
877
Stillwater Capital Advisors
Pennsylvania
$1.8M +$32.8K +357 +2%
FFWA
878
FRG Family Wealth Advisors
Washington
$1.77M +$36.8K +400 +2%
PP
879
Palladium Partners
Virginia
$1.77M -$8.46K -92 -0.5%
NCM
880
Next Capital Management
New York
$1.77M -$642K -6,987 -27%
GPA
881
Garrison Point Advisors
California
$1.77M +$48.1K +523 +3%
DWM
882
Defined Wealth Management
Oregon
$1.77M +$1.77M +19,206 New
FPTW
883
Franklin, Parlapiano, Turner & Welch
Texas
$1.76M – – –
SIM
884
Stratos Investment Management
Ohio
$1.75M +$534K +5,805 +44%
CCP
885
Cardan Capital Partners
Colorado
$1.75M -$3.96M -43,054 -69%
SMA
886
Sage Mountain Advisors
Georgia
$1.74M +$1.74M +18,918 New
FNBOSM
887
First National Bank of South Miami
Florida
$1.7M +$201K +2,185 +13%
BPC
888
Banque Pictet & Cie
Switzerland
$1.7M +$1.38M +15,020 +429%
WHG
889
Westwood Holdings Group
Texas
$1.7M -$183K -1,987 -10%
SWP
890
Summit Wealth Partners
Florida
$1.69M +$16.3K +177 +1%
GEA
891
Glen Eagle Advisors
New Jersey
$1.69M +$69K +751 +4%
WAP
892
Wealthcare Advisory Partners
Pennsylvania
$1.68M +$83.3K +906 +5%
SCM
893
SOL Capital Management
Maryland
$1.68M +$31K +337 +2%
LC
894
LCNB Corp
Ohio
$1.68M +$6.8K +74 +0.4%
ODCM
895
Old Dominion Capital Management
Virginia
$1.68M – – –
PWPS
896
Pinnacle Wealth Planning Services
Ohio
$1.66M -$31.1K -338 -2%
KC
897
Kingfisher Capital
North Carolina
$1.65M -$8.64K -94 -0.5%
QCM
898
Quest Capital Management
Texas
$1.65M +$92 +1 +0%
LGWM
899
Litman Gregory Wealth Management
California
$1.64M – – –
BJ
900
Brouwer & Janachowski
California
$1.64M -$643 -7 -0%
34 35
36
37 38