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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 %
RAM
1126
Riggs Asset Management
Pennsylvania
$776K +$427K +4,651 +123%
PWAP
1127
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$773K +$773K +8,411 New
BWA
1128
Bordeaux Wealth Advisors
California
$762K +$762K +8,295 New
GAM
1129
Geier Asset Management
Maryland
$758K +$758K +7,210 New
PG
1130
Prostatis Group
Maryland
$758K -$822K -8,943 -52%
SFA
1131
Source Financial Advisors
New York
$746K +$746K +8,112 New
ZF
1132
Zhang Financial
Michigan
$744K +$35.1K +382 +5%
S
1133
SignatureFD
Georgia
$740K +$261K +2,840 +55%
RhumbLine Advisers
1134
RhumbLine Advisers
Massachusetts
$734K -$3.75M -40,786 -84%
DWMG
1135
DB Wealth Management Group
California
$734K +$734K +7,986 New
RB
1136
Renasant Bank
Mississippi
$733K +$733K +7,975 New
BWM
1137
Baystate Wealth Management
Massachusetts
$730K +$38.3K +417 +6%
PAM
1138
Private Asset Management
California
$727K – – –
IFAM
1139
Institutional & Family Asset Management
Colorado
$726K +$459K +4,998 +172%
CIAS
1140
CFS Investment Advisory Services
New Jersey
$726K +$726K +7,901 New
SAM
1141
Strategy Asset Managers
California
$724K +$61.5K +669 +9%
MOS
1142
MGO One Seven
Ohio
$714K +$10K +109 +1%
NRI
1143
NFP Retirement Inc
California
$714K +$551 +6 +0.1%
CTB
1144
Country Trust Bank
Illinois
$713K +$185K +2,010 +35%
WF
1145
Welch & Forbes
Massachusetts
$708K -$52.9K -576 -7%
WA
1146
Wealth Advisors
California
$702K – – –
OFG
1147
Oxford Financial Group
Indiana
$701K -$581K -6,325 -45%
CCG
1148
Cypress Capital Group
Florida
$701K -$92 -1 -0%
PD
1149
Planning Directions
Pennsylvania
$700K -$36.6K -398 -5%
MMHP
1150
Murphy Middleton Hinkle & Parker
Georgia
$699K – – –
44 45
46
47 48