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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 %
CG
1201
Cutler Group
California
$598K +$598K +6,510 New
WFAG
1202
Wescott Financial Advisory Group
Pennsylvania
$596K +$596K +6,490 New
EWM
1203
Empirical Wealth Management
Washington
$595K +$101K +1,102 +21%
DCM
1204
Donaldson Capital Management
Indiana
$594K +$17.1K +186 +3%
MWM
1205
Mascoma Wealth Management
New Hampshire
$594K +$594K +6,462 New
1WA
1206
180 Wealth Advisors
Washington
$593K +$80K +795 +16%
CRWM
1207
Castle Rock Wealth Management
California
$593K +$593K +5,858 New
GWM
1208
Greenhouse Wealth Management
Connecticut
$592K +$592K +6,445 New
BUB
1209
BBVA USA Bancshares
Texas
$591K +$156K +1,699 +36%
Loomis, Sayles & Company
1210
Loomis, Sayles & Company
Massachusetts
$591K +$574K +6,245 +3,304%
CHA
1211
Carmichael Hill & Associates
Maryland
$590K – – –
LCC
1212
Lincoln Capital Corp
Rhode Island
$589K -$1.29K -14 -0.2%
AF
1213
Alerus Financial
North Dakota
$589K – – –
AWS
1214
AJ Wealth Strategies
New York
$588K – – –
BWP
1215
Bernardo Wealth Planning
Pennsylvania
$588K +$30.9K +337 +6%
BFA
1216
Bragg Financial Advisors
North Carolina
$586K – – –
LWP
1217
Lumature Wealth Partners
Georgia
$582K +$582K +6,337 New
PRA
1218
Pine Ridge Advisers
New York
$581K +$581K +6,320 New
GFS
1219
GYL Financial Synergies
Connecticut
$577K -$234K -2,543 -29%
CA
1220
Calton & Associates
Florida
$577K -$113K -1,226 -16%
PG
1221
Patten Group
Tennessee
$576K +$4.14K +45 +0.7%
VFPI
1222
Vantage Financial Partners (Illinois)
Illinois
$574K +$27.6K +300 +5%
SEP
1223
Southland Equity Partners
Missouri
$568K +$568K +6,185 New
DSC
1224
Duncker Streett & Co
Missouri
$563K +$20.8K +226 +4%
FA
1225
Financial Advisors
Massachusetts
$562K +$92 +1 +0%
47 48
49
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