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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 %
OPWM
1301
Oxinas Partners Wealth Management
Indiana
$427K +$427K +4,651 New
RA
1302
Reby Advisors
Connecticut
$425K +$425K +4,625 New
LFG
1303
Larson Financial Group
Missouri
$424K -$51.6K -562 -11%
BI
1304
Ballast Inc
Kentucky
$424K -$8.8K -96 -2%
IWA
1305
Intercontinental Wealth Advisors
Texas
$424K +$91.1K +991 +27%
GI
1306
GS Investments
Minnesota
$424K +$424K +4,619 New
GA
1307
GoalVest Advisory
New York
$423K +$423K +4,601 New
SAM
1308
Seelaus Asset Management
New Jersey
$419K -$180K -1,959 -30%
CCM
1309
Coldstream Capital Management
Washington
$418K -$162K -1,758 -28%
CWM
1310
Chesapeake Wealth Management
Virginia
$417K -$2.85K -31 -0.7%
ACP
1311
Arcus Capital Partners
Georgia
$417K +$417K +4,539 New
LBD
1312
Landsberg Bennett & Dubbaneh
Florida
$414K +$27.5K +299 +7%
HWM
1313
Howard Wealth Management
Connecticut
$412K -$11.4K -124 -3%
CIAS
1314
CBIZ Investment Advisory Services
Ohio
$411K -$314K – –
CL
1315
CPWM LLC
Washington
$410K +$410K +4,460 New
MAM
1316
MMA Asset Management
Pennsylvania
$407K +$407K +4,432 New
AP
1317
Adero Partners
California
$406K – – –
RFWA
1318
RPg Family Wealth Advisory
Massachusetts
$405K -$23K -250 -5%
TC
1319
TownSquare Capital
Utah
$405K +$33.1K +360 +9%
PCA
1320
Peddock Capital Advisors
Massachusetts
$404K – – –
IIC
1321
Ironwood Investment Counsel
Arizona
$400K +$16.8K +183 +4%
KIA
1322
KCM Investment Advisors
California
$398K -$176K -1,912 -31%
GP
1323
Girard Partners
Pennsylvania
$397K -$4.23K -46 -1%
SFG
1324
Sowa Financial Group
Rhode Island
$397K +$216K +2,343 +119%
TFS
1325
TrustCore Financial Services
Tennessee
$396K -$643 -7 -0.2%
51 52
53
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