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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 %
NFC
1026
Northeast Financial Consultants
Connecticut
$1.09M -$614K -6,686 -36%
ACP
1027
Aviance Capital Partners
Florida
$1.08M +$317K +3,452 +41%
SS
1028
Sunbelt Securities
Texas
$1.08M +$60.7K +661 +6%
TAM
1029
Townsend Asset Management
North Carolina
$1.08M -$60.3K -656 -5%
MA
1030
Mutual Advisors
Nebraska
$1.08M -$18.3K -199 -2%
MIC
1031
Meridian Investment Counsel
California
$1.08M – – –
JBA
1032
Johnson Bixby & Associates
Washington
$1.07M +$1.07M +11,640 New
CFA
1033
Cahill Financial Advisors
Minnesota
$1.07M -$29K -315 -3%
JWCA
1034
J.W. Coons Advisors
Ohio
$1.06M -$168K -1,832 -14%
TRSOTSOK
1035
Teachers Retirement System of the State of Kentucky
Kentucky
$1.06M – – –
PAMG
1036
Patton Albertson Miller Group
Tennessee
$1.06M +$202K +1,898 +24%
SNT
1037
Security National Trust
West Virginia
$1.05M – – –
SIC
1038
Samalin Investment Counsel
New York
$1.05M +$25.5K +277 +2%
IC
1039
Inscription Capital
Texas
$1.04M +$13.7K +149 +1%
BCM
1040
BTC Capital Management
Iowa
$1.04M +$276K +3,000 +36%
BFS
1041
Bickling Financial Services
Massachusetts
$1.04M +$1.04M +11,325 New
PPWM
1042
PFG Private Wealth Management
Florida
$1.04M -$9.46K -103 -0.9%
SB
1043
Strategic Blueprint
Georgia
$1.04M +$1.04M +11,264 New
MSFS
1044
Main Street Financial Solutions
Pennsylvania
$1.04M +$1.04M +11,267 New
MWM
1045
Modera Wealth Management
New Jersey
$1.03M +$32.6K +355 +3%
TC
1046
Trust Company
Kansas
$1.02M -$30.9K -336 -3%
OBGC
1047
O'Brien Greene & Co
Pennsylvania
$1.02M +$34.1K +371 +3%
AIS
1048
American Investment Services
Massachusetts
$1M -$90.7K -987 -8%
CMO
1049
Covenant Multifamily Offices
Texas
$999K -$43.8K -477 -4%
FIA
1050
Foundations Investment Advisors
Arizona
$999K +$148K +1,509 +17%
40 41
42
43 44