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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 %
SCG
1151
Sonata Capital Group
Washington
$695K – – –
IA
1152
Insight Advisors
Pennsylvania
$694K +$694K +7,547 New
WLIM
1153
White Lighthouse Investment Management
Massachusetts
$692K -$43K -468 -6%
WCWM
1154
Willow Creek Wealth Management
California
$691K +$16.5K +180 +2%
WDG
1155
Wealth Dimensions Group
Ohio
$689K +$689K +7,502 New
CFG
1156
Cooper Financial Group
California
$686K +$302K +3,283 +79%
CFFP
1157
Center for Financial Planning
Michigan
$684K -$38K -413 -5%
TCM
1158
Tufton Capital Management
Maryland
$684K -$9.37K -102 -1%
ESB
1159
Essex Savings Bank
Connecticut
$683K +$60.8K +661 +10%
TLFA
1160
True Link Financial Advisors
California
$683K +$683K +7,429 New
CT
1161
Coastline Trust
Rhode Island
$677K -$1.38K -15 -0.2%
APWA
1162
Atlas Private Wealth Advisors
New Jersey
$676K -$145K -1,576 -18%
GG
1163
GenWealth Group
New Jersey
$675K -$187K -2,037 -22%
PA
1164
Procyon Advisors
Connecticut
$672K -$2.02K -22 -0.3%
GCA
1165
Gradient Capital Advisors
California
$672K -$2.02K -22 -0.3%
GHA
1166
GW Henssler & Associates
Georgia
$668K +$33.8K +368 +5%
MLIC
1167
Mandatum Life Insurance Company
Finland
$666K – – –
MC
1168
Moors & Cabot
Massachusetts
$665K +$4.31K +47 +0.7%
FCFC
1169
First Commonwealth Financial Corp
Pennsylvania
$664K -$33.9K -369 -5%
JAG
1170
Journey Advisory Group
Kentucky
$664K +$664K +7,227 New
HFS
1171
Haverford Financial Services
Pennsylvania
$661K -$138K -1,505 -17%
CCA
1172
Cobblestone Capital Advisors
New York
$661K +$1.84K +20 +0.3%
AA
1173
Advisory Alpha
Michigan
$653K -$83.9K -912 -11%
GMA
1174
Goldstein Munger & Associates
California
$653K – – –
HIS
1175
Harvest Investment Services
Illinois
$650K -$2.94K -32 -0.5%
45 46
47
48 49