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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 %
BFM
1076
Broadview Financial Management
Wisconsin
$927K -$98.4K -1,071 -10%
SBH
1077
Segall Bryant & Hamill
Illinois
$924K +$19.9K +216 +2%
CFA
1078
CWS Financial Advisors
Michigan
$923K +$48K +522 +5%
SF
1079
Summit Financial
New Jersey
$915K +$915K +9,957 New
BFO
1080
Biltmore Family Office
North Carolina
$907K +$232K +2,528 +34%
DJYG
1081
David J. Yvars Group
Florida
$903K +$903K +9,834 New
CA
1082
Claro Advisors
Massachusetts
$897K -$97.1K -1,057 -10%
OC
1083
Oakworth Capital
Alabama
$893K +$67K +729 +8%
SFG
1084
StrategIQ Financial Group
Indiana
$890K -$66.2K -721 -7%
AOWM
1085
Alpha Omega Wealth Management
Virginia
$890K +$1.29K +14 +0.1%
MCM
1086
Maple Capital Management
Vermont
$889K -$125K -1,358 -12%
CIBC World Market
1087
CIBC World Market
Ontario, Canada
$887K +$26.1K +284 +3%
AWP
1088
Ascent Wealth Partners
New York
$881K -$30.2K -329 -3%
B
1089
Bridgeworth
Alabama
$878K +$7.53K +82 +0.9%
CP
1090
Capital Planning
Washington
$873K +$873K +9,499 New
WGCA
1091
Wolf Group Capital Advisors
Virginia
$870K +$116K +1,263 +15%
DACG
1092
Donor Advised Charitable Giving
California
$865K +$121K +1,315 +16%
LWCFA
1093
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$864K +$208K +2,260 +32%
FPS
1094
Fieldpoint Private Securities
Connecticut
$862K +$862K +9,382 New
NP
1095
NorthRock Partners
Minnesota
$856K -$93K -1,012 -10%
NGA
1096
Naples Global Advisors
Florida
$856K -$73.5K -800 -8%
VCM
1097
Vivaldi Capital Management
Illinois
$856K -$40.9K -445 -5%
ACG
1098
Allen Capital Group
Nebraska
$852K – – –
SHWM
1099
Silicon Hills Wealth Management
Texas
$852K +$199K +2,163 +30%
RBC
1100
Roble Belko & Company
Pennsylvania
$851K -$49K -533 -5%
42 43
44
45 46