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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 %
ADL
976
Asset Dedication LLC
California
$1.27M +$734 +8 +0.1%
1IA
977
1834 Investment Advisors
Wisconsin
$1.26M -$4.87K -53 -0.4%
EDRIA
978
Edmonds Duncan Registered Investment Advisors
Kansas
$1.26M -$521 -5 -0%
NFP
979
Novak Financial Planning
Maryland
$1.25M +$1.25M +13,552 New
JCM
980
Janney Capital Management
Pennsylvania
$1.24M +$93.2K +1,015 +8%
DBT
981
Dubuque Bank & Trust
Iowa
$1.24M -$1.47K -16 -0.1%
TP
982
Tranquility Partners
Tennessee
$1.23M +$369K +4,013 +43%
OWP
983
Obermeyer Wealth Partners
Colorado
$1.23M +$157K +1,713 +15%
NCM
984
Nelson Capital Management
California
$1.22M -$1.51M -16,474 -55%
LSA
985
Lion Street Advisors
Texas
$1.22M +$897K +10,230 +274%
MSAM
986
Moloney Securities Asset Management
Missouri
$1.22M +$1.93K +21 +0.2%
PCA
987
Providence Capital Advisors
North Carolina
$1.21M -$136K -1,484 -10%
PAM
988
Peak Asset Management
Colorado
$1.2M +$49.6K +540 +4%
DIA
989
Dana Investment Advisors
Wisconsin
$1.2M +$500K +5,438 +71%
BB
990
Busey Bank
Illinois
$1.2M -$107K -1,161 -8%
Deutsche Bank
991
Deutsche Bank
Germany
$1.2M +$49.7K +541 +4%
CT
992
Cambridge Trust
Massachusetts
$1.19M +$39.3K +428 +3%
VC
993
Veracity Capital
Georgia
$1.19M -$751K -8,168 -39%
WF
994
Williams Financial
Vermont
$1.18M +$1.18M +12,836 New
BC
995
Burleson & Co
California
$1.18M -$124K -1,352 -10%
CF
996
Centaurus Financial
California
$1.17M -$1.56M -16,930 -57%
PCM
997
Pennsylvania Capital Management
Pennsylvania
$1.17M -$443K -4,473 -27%
IAS
998
Investment Advisory Services
Texas
$1.17M -$53.9K -587 -4%
RRC
999
Relaxing Retirement Coach
Massachusetts
$1.17M -$5.05M -54,933 -81%
PW
1000
Peninsula Wealth
California
$1.17M +$479K +5,208 +69%
38 39
40
41 42