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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 %
ANTB
901
AMG National Trust Bank
Colorado
$1.63M +$50K +544 +3%
MAWCM
902
Mine & Arao Wealth Creation & Management
California
$1.63M -$15.3K -167 -0.9%
PB
903
Pinnacle Bancorp
Nebraska
$1.62M +$92 +1 +0%
GC
904
GFG Capital
Florida
$1.62M +$34.1K +371 +2%
GSEP
905
Golden State Equity Partners
California
$1.61M +$1.61M +17,513 New
LPIC
906
LeJeune Puetz Investment Counsel
Michigan
$1.6M +$92 +1 +0%
KBFS
907
Kohmann Bosshard Financial Services
Ohio
$1.59M -$228K -2,480 -13%
PPSG
908
Princeton Portfolio Strategies Group
New Jersey
$1.59M -$48.4K -527 -3%
WMP
909
Wealth Management Partners
Arizona
$1.58M +$1.58M +15,620 New
BHBT
910
Burke & Herbert Bank & Trust
Virginia
$1.58M +$13K +141 +0.8%
CAL
911
Capital Analysts LLC
Pennsylvania
$1.58M -$242K -2,633 -13%
PIM
912
Penobscot Investment Management
Massachusetts
$1.56M -$9.19K -100 -0.6%
BCA
913
Biltmore Capital Advisors
New Jersey
$1.55M +$1.19M +12,994 +336%
RCIM
914
Red Cedar Investment Management
Michigan
$1.55M +$1.55M +16,843 New
GVAG
915
Great Valley Advisor Group
Delaware
$1.55M -$385K -4,188 -20%
CA
916
Cambridge Advisors
Nebraska
$1.54M – – –
VCM
917
Virtue Capital Management
Tennessee
$1.54M +$1.54M +16,726 New
WQ
918
Wealth Quarterback
New Jersey
$1.52M -$175K -1,910 -10%
UWM
919
Urban Wealth Management
California
$1.52M +$1.52M +16,499 New
SC
920
Steph & Co
Wisconsin
$1.52M +$39.3K +428 +3%
T
921
TRUADVICE
Florida
$1.51M +$96.2K +952 +7%
CRCM
922
Corbett Road Capital Management
Virginia
$1.51M -$109K -1,186 -7%
WPW
923
Waldron Private Wealth
Pennsylvania
$1.51M +$34.6K +377 +2%
CWA
924
Centennial Wealth Advisory
Michigan
$1.51M +$1.51M +16,372 New
SFA
925
Souders Financial Advisors
Ohio
$1.5M +$19.1K +208 +1%
35 36
37
38 39