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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 %
LNWWM
951
Laird Norton Wetherby Wealth Management
California
$1.36M +$274K +2,976 +25%
TF
952
Tompkins Financial
New York
$1.36M +$14.3K +155 +1%
RWA
953
River Wealth Advisors
Pennsylvania
$1.36M +$155K +1,681 +13%
ARG
954
Advisory Resource Group
Oklahoma
$1.36M +$19.3K +210 +1%
SAS
955
Sanford Advisory Services
Michigan
$1.35M +$1.35M +14,709 New
BDF
956
Balasa Dinverno & Foltz
$1.35M +$301K +3,273 +29%
CA
957
Continuum Advisory
Idaho
$1.35M +$589K +6,412 +78%
EW
958
Emerson Wealth
Michigan
$1.35M – – –
AIM
959
Allen Investment Management
New York
$1.35M +$1.02M +11,051 +306%
VWA
960
V Wealth Advisors
Kansas
$1.35M +$347K +3,772 +35%
TH
961
TCTC Holdings
Texas
$1.34M +$170K +1,850 +15%
BO
962
BRR OpCo
Ohio
$1.33M -$496K -5,402 -27%
SEEDPG
963
S.E.E.D. Planning Group
New York
$1.32M -$75.5K -822 -5%
BCM
964
Bayesian Capital Management
New York
$1.32M +$7.9K +86 +0.6%
NCM
965
Narwhal Capital Management
Georgia
$1.31M -$83.7K -911 -6%
IFG
966
Investors Financial Group
Minnesota
$1.31M +$61.1K +665 +5%
TFS
967
Thoroughbred Financial Services
Tennessee
$1.3M +$55K +599 +4%
VCA
968
Verdence Capital Advisors
Maryland
$1.3M +$288K +3,134 +28%
KPCM
969
Kings Point Capital Management
New York
$1.3M +$280K +3,052 +28%
FPW
970
Flagship Private Wealth
Massachusetts
$1.29M +$1.29M +12,802 New
BWCS
971
Beirne Wealth Consulting Services
Connecticut
$1.29M +$1.29M +14,045 New
H
972
HoyleCohen
California
$1.29M +$92 +1 +0%
FIM
973
Freedom Investment Management
Connecticut
$1.28M -$594K -6,457 -32%
4WM
974
4J Wealth Management
Virginia
$1.28M +$1.28M +13,888 New
WCWM
975
Wooster Corthell Wealth Management
Connecticut
$1.27M -$28.7K -312 -2%
37 38
39
40 41