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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 %
MBTD
926
Mechanics Bank - Trust Department
California
$1.49M -$54.4K -592 -4%
PPP
927
Private Portfolio Partners
New Jersey
$1.49M -$639K -6,956 -30%
KCM
928
Kanawha Capital Management
Virginia
$1.49M +$88.2K +960 +6%
MSWMA
929
Market Street Wealth Management Advisors
Indiana
$1.48M -$62.6K -681 -4%
PIMG
930
Patriot Investment Management Group
Tennessee
$1.46M -$625K -6,804 -30%
CAL
931
Capital Advisors Ltd
Ohio
$1.45M +$1.93K +21 +0.1%
TA
932
Townsend & Associates
Colorado
$1.45M +$47.5K +517 +3%
EWA
933
ERTS Wealth Advisors
Michigan
$1.45M +$148K +1,613 +11%
JWS
934
Juncture Wealth Strategies
Arizona
$1.44M -$25.6K -278 -2%
AF
935
Apexium Financial
Texas
$1.43M -$192K -2,090 -12%
WA
936
WP Advisors
California
$1.43M +$2.21K +24 +0.2%
LW
937
Linscomb Wealth
Texas
$1.43M -$47.4K -516 -3%
FHC
938
First Heartland Consultants
Missouri
$1.43M -$235K -2,556 -14%
CW
939
CreativeOne Wealth
Kansas
$1.42M -$52.8K -575 -4%
BO
940
Bank OZK
Arkansas
$1.42M +$10.5K +114 +0.7%
BIA
941
Bigelow Investment Advisors
Maine
$1.41M -$210K -2,290 -13%
KWM
942
Keebeck Wealth Management
Illinois
$1.41M +$492K +5,348 +53%
BAS
943
Brown Advisory Securities
Maryland
$1.41M -$28.5K -310 -2%
RPGK
944
Retirement Planning Group (Kansas)
Kansas
$1.41M -$32.7K -356 -2%
TA
945
TFG Advisers
Michigan
$1.4M +$8.17K +89 +0.6%
Invesco
946
Invesco
Georgia
$1.39M -$95.8K -1,043 -6%
UFA
947
US Financial Advisors
Massachusetts
$1.39M +$1.39M +15,109 New
NSB
948
Norway Savings Bank
Maine
$1.38M +$659K +7,165 +91%
CBN
949
Cadence Bank NA
Texas
$1.38M -$44.9K -488 -3%
JF
950
JSF Financial
California
$1.38M -$52.6K -573 -4%
36 37
38
39 40