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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 %
WI
1051
WrapManager Inc
California
$998K +$8.73K +95 +0.9%
COCM
1052
Charter Oak Capital Management
New Hampshire
$995K +$995K +10,823 New
DY
1053
Dowling & Yahnke
California
$993K -$128K -1,394 -11%
TNB
1054
Thomasville National Bank
Georgia
$993K -$18.1K -197 -2%
TNB
1055
TCF National Bank
South Dakota
$992K +$59.3K +646 +6%
OFG
1056
OmniStar Financial Group
North Carolina
$986K -$204K -2,215 -17%
RT
1057
Rockland Trust
Massachusetts
$983K -$44.2K -481 -4%
BMCM
1058
Bryn Mawr Capital Management
Pennsylvania
$982K +$656K +7,132 +201%
CCA
1059
Clearwater Capital Advisors
Illinois
$981K -$9.93K -108 -1%
NAM
1060
North American Management
Massachusetts
$974K -$95.7K -1,041 -9%
BFG
1061
Barber Financial Group
Kansas
$969K +$685K +7,455 +241%
TFGT
1062
TS Financial Group (TSFG)
Illinois
$965K +$33.3K +362 +4%
HWM
1063
Hohimer Wealth Management
Washington
$964K +$57.4K +625 +6%
CPC
1064
Congress Park Capital
New York
$963K +$963K +10,478 New
GC
1065
Gilbert & Cook
Iowa
$962K -$164K -1,784 -15%
SSW
1066
Smith Shellnut Wilson
Mississippi
$958K +$856K +9,315 +843%
ECA
1067
Elevated Capital Advisors
Utah
$957K +$76.8K +836 +9%
LFA
1068
Legacy Financial Advisors
Kentucky
$954K -$67.1K -731 -7%
FAN
1069
Financial Advisors Network
California
$953K -$53.6K -583 -5%
CCA
1070
Cadent Capital Advisors
Oklahoma
$951K +$951K +10,347 New
PCFFS
1071
Pacific Center for Financial Services
California
$950K +$77.1K +838 +9%
EAM
1072
Evanson Asset Management
California
$948K +$55.7K +606 +6%
HCM
1073
Hollencrest Capital Management
California
$948K +$648K +7,055 +216%
MCIA
1074
Mountain Capital Investment Advisors
Colorado
$942K -$44.6K -454 -5%
TFM
1075
TFC Financial Management
Massachusetts
$931K -$92.7K -1,008 -9%
41 42
43
44 45