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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 %
FA
1001
Fiducient Advisors
Illinois
$1.17M +$1.17M +12,721 New
BHWM
1002
Bay Harbor Wealth Management
Maryland
$1.17M -$1.25M -13,577 -52%
FFG
1003
Ford Financial Group
California
$1.17M +$58.4K +636 +5%
BA
1004
Ballast Advisors
Minnesota
$1.16M +$57.5K +626 +5%
TCPWM
1005
Traverso Chambers Private Wealth Management
California
$1.16M -$34.1K -371 -3%
PAM
1006
Premier Asset Management
Illinois
$1.16M +$131K +1,430 +13%
SCA
1007
STALEY CAPITAL ADVISERS
Pennsylvania
$1.15M – – –
CCMD
1008
Cypress Capital Management (Delaware)
Delaware
$1.15M -$5.97K -65 -0.5%
ATWA
1009
Arbor Trust Wealth Advisors
Michigan
$1.15M +$7.91K +86 +0.7%
KAH
1010
Kathryn A. Hall
$1.15M – – –
IAIM
1011
International Assets Investment Management
Florida
$1.15M +$518K +5,632 +82%
EIA
1012
Eldridge Investment Advisors
New Hampshire
$1.14M +$107K +1,165 +10%
BFA
1013
Beacon Financial Advisory
Ohio
$1.14M +$356K +3,874 +45%
BWA
1014
Beam Wealth Advisors
Louisiana
$1.14M +$1.14M +12,368 New
AL
1015
ADE LLC
Maryland
$1.14M +$1.14M +12,362 New
AL
1016
Aspiriant LLC
California
$1.14M -$18.2K -198 -2%
TTWM
1017
TCV Trust & Wealth Management
Virginia
$1.13M – – –
FNC
1018
First National Corp
Massachusetts
$1.13M +$44.7K +486 +4%
JFG
1019
JMG Financial Group
Illinois
$1.13M – – –
DW
1020
Domani Wealth
Pennsylvania
$1.13M -$78.2K -851 -6%
FMW
1021
Farr Miller & Washington
District of Columbia
$1.12M +$75.6K +823 +7%
BFA
1022
Beaumont Financial Advisors
Massachusetts
$1.11M -$134K -1,458 -11%
AFS
1023
Annapolis Financial Services
Maryland
$1.1M +$1.1M +11,976 New
EAM
1024
Eagle Asset Management
Florida
$1.09M +$1.09M +11,896 New
CL
1025
Choreo LLC
Illinois
$1.09M -$74.5K -811 -6%
39 40
41
42 43