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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 %
Neuberger Berman Group
1226
Neuberger Berman Group
New York
$561K +$561K +6,109 New
IAA
1227
Independent Advisor Alliance
North Carolina
$560K +$304K +3,312 +119%
PRWA
1228
Platte River Wealth Advisors
Colorado
$560K +$560K +5,603 New
M
1229
MOTCO
Texas
$558K -$155K -1,689 -22%
IIA
1230
IPG Investment Advisors
California
$555K +$41.4K +450 +8%
CMP
1231
Courage Miller Partners
Virginia
$554K -$48K -522 -8%
OC
1232
Oarsman Capital
Wisconsin
$553K -$16.5K -180 -3%
PWM
1233
PBMares Wealth Management
Virginia
$543K -$10.6K -115 -2%
EWA
1234
Exencial Wealth Advisors
Oklahoma
$537K -$29.2K -318 -5%
CST
1235
Charles Schwab Trust
Nevada
$535K -$44K -479 -8%
GKWIM
1236
Gerber Kawasaki Wealth & Investment Management
California
$533K +$533K +5,801 New
AIM
1237
Alhambra Investment Management
Florida
$532K – – –
AAMA
1238
Advanced Asset Management Advisors
Ohio
$531K – – –
FPGK
1239
Financial Partners Group (Kansas)
Kansas
$529K +$113K +1,129 +27%
SVWAG
1240
Sound View Wealth Advisors Group
Georgia
$524K +$4.32K +47 +0.8%
DBRC
1241
D.B. Root & Company
Pennsylvania
$522K -$121K -1,318 -19%
MLL
1242
Moody Lynn & Lieberson
Massachusetts
$522K – – –
HWA
1243
Heartwood Wealth Advisors
Virginia
$520K – – –
MPM
1244
Meritage Portfolio Management
Kansas
$520K +$8.27K +90 +2%
APWM
1245
Atlas Private Wealth Management
New York
$518K -$4.6K -50 -0.9%
Fisher Asset Management
1246
Fisher Asset Management
Washington
$516K +$119K +1,295 +30%
CCT
1247
Capital City Trust
Florida
$513K -$89.6K -975 -15%
SFP
1248
Strategic Financial Planning
Texas
$513K -$12.8K -139 -2%
TIA
1249
Traphagen Investment Advisors
New Jersey
$511K -$99.9K -1,087 -16%
AWA
1250
Arkadios Wealth Advisors
Georgia
$511K +$434K +4,723 +564%
48 49
50
51 52