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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 %
TC
1251
Truvestments Capital
Florida
$510K +$24.8K +270 +5%
EWM
1252
EPG Wealth Management
Georgia
$506K +$1.1K +12 +0.2%
BRC
1253
BHF RG Capital
Arizona
$504K -$4.4K -48 -0.9%
SFSIG
1254
San Francisco Sentry Investment Group
California
$499K +$40K +435 +9%
LA
1255
LexAurum Advisors
Kansas
$497K +$184K +2,005 +59%
NS
1256
Newman & Schimel
Illinois
$496K +$496K +5,397 New
CWM
1257
Calamos Wealth Management
Illinois
$494K +$494K +5,380 New
FM
1258
Foster & Motley
Ohio
$492K +$492K +5,357 New
STC
1259
Sarah T. Connolly
$492K +$492K +5,358 New
ST
1260
Somerset Trust
Pennsylvania
$491K -$15.1K -164 -3%
SFG
1261
SNS Financial Group
Minnesota
$491K +$184 +2 +0%
VCP
1262
Vista Capital Partners
Oregon
$488K – – –
PMG
1263
Private Management Group
California
$488K – – –
SCM
1264
Shelton Capital Management
Colorado
$487K -$119K -1,300 -20%
Qube Research & Technologies (QRT)
1265
Qube Research & Technologies (QRT)
United Kingdom
$485K -$4.65M -50,604 -91%
LC
1266
Lincoln Capital
Nebraska
$485K +$35.6K +387 +8%
KCP
1267
KDI Capital Partners
North Carolina
$483K +$30.8K +335 +7%
NCM
1268
Novare Capital Management
North Carolina
$483K +$483K +5,252 New
CFD
1269
Creative Financial Designs
Indiana
$480K -$771K -8,389 -62%
PG
1270
Proffitt & Goodson
Tennessee
$480K -$12.6K -137 -3%
RIL
1271
Rothschild Investment LLC
Illinois
$479K +$79.5K +866 +20%
SC
1272
Scotia Capital
Ontario, Canada
$477K +$104K +1,132 +28%
RCA
1273
Rowland Carmichael Advisors
Arizona
$476K -$27.5K -299 -5%
HAC
1274
Harbor Advisory Corp
New Hampshire
$469K +$469K +5,100 New
RW
1275
Rede Wealth
Virginia
$467K +$467K +5,075 New
49 50
51
52 53