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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 %
BW
1101
Bison Wealth
Georgia
$846K +$20.8K +226 +3%
FWP
1102
Firethorn Wealth Partners
Georgia
$838K +$838K +9,124 New
CT
1103
Columbia Trust
Oregon
$836K +$836K +9,100 New
QCIG
1104
Quad-Cities Investment Group
Iowa
$835K -$29.6K -322 -3%
EWM
1105
Endurance Wealth Management
Rhode Island
$829K -$29.4K -320 -3%
HIS
1106
Horizon Investment Services
Indiana
$824K -$40.2K -437 -5%
AIP
1107
Almanack Investment Partners
Pennsylvania
$823K +$17.7K +193 +2%
CFO
1108
Collective Family Office
Pennsylvania
$823K +$823K +8,957 New
ICM
1109
Intrepid Capital Management
Florida
$818K +$818K +8,904 New
LNB
1110
Ledyard National Bank
$814K -$143K -1,560 -15%
PP
1111
Pegasus Partners
Wisconsin
$811K -$5.61K -61 -0.7%
BJL
1112
Brighton Jones LLC
Washington
$807K +$142K +1,544 +21%
JIC
1113
Joel Isaacson & Co
New York
$802K +$66K +719 +9%
MFT
1114
Moisand Fitzgerald Tamayo
Florida
$798K +$92 +1 +0%
BWM
1115
Birchcreek Wealth Management
Ohio
$793K +$793K +8,634 New
STA
1116
Summit Trail Advisors
New York
$792K – – –
KLCM
1117
KG&L Capital Management
Louisiana
$792K +$92 +1 +0%
HCIA
1118
Hochman Cole Investment Advisors
Illinois
$787K -$24.3K -264 -3%
TA
1119
Trellis Advisors
Washington
$786K – – –
BCM
1120
Brookmont Capital Management
Texas
$785K +$1.56K +17 +0.2%
MCM
1121
McRae Capital Management
New Jersey
$783K +$44.2K +481 +6%
WJWM
1122
Williams Jones Wealth Management
New York
$780K +$20.8K +226 +3%
WTB
1123
Washington Trust Bank
Washington
$780K +$42.3K +460 +6%
GIA
1124
Goodwin Investment Advisory
Georgia
$780K +$780K +8,518 New
CI
1125
Cigna Investments
Connecticut
$779K – – –
43 44
45
46 47