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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 %
RM
1351
Resource Management
Louisiana
$365K +$365K +3,967 New
SRC
1352
Shufro Rose & Co
New York
$362K +$368 +4 +0.1%
VI
1353
Vestcor Inc
New Brunswick, Canada
$356K -$155K -1,683 -30%
FFA
1354
Founders Financial Alliance
North Carolina
$356K -$91.8K -996 -20%
GWS
1355
Glassman Wealth Services
Virginia
$356K +$11.4K +124 +3%
AIA
1356
Alera Investment Advisors
Illinois
$355K -$8.91K -97 -2%
HT
1357
Heritage Trust
Oklahoma
$352K -$358K -3,890 -50%
SFG
1358
Sovereign Financial Group
Connecticut
$351K +$351K +3,820 New
RZH
1359
Relyea Zuckerberg Hanson
Connecticut
$349K – – –
SIC
1360
Salem Investment Counselors
North Carolina
$349K +$183K +1,995 +111%
BP
1361
BBR Partners
New York
$348K +$827 +9 +0.2%
PC
1362
Port Capital
Illinois
$346K -$41K -447 -11%
PGA
1363
Portland Global Advisors
Maine
$345K – – –
TW
1364
Transform Wealth
Colorado
$342K -$55.3K -601 -14%
LRIA
1365
Leonard Rickey Investment Advisors
Washington
$342K +$919 +10 +0.3%
GWM
1366
Gray Wealth Management
Maine
$342K +$4.68K +51 +1%
BTWM
1367
Baker Tilly Wealth Management
Wisconsin
$342K +$342K +3,721 New
NEIRG
1368
New England Investment & Retirement Group
Massachusetts
$340K -$6.8K -74 -2%
BFG
1369
Beacon Financial Group
Texas
$340K +$340K +3,354 New
ANB
1370
Amarillo National Bank
Texas
$339K – – –
KM
1371
Kalos Management
Georgia
$339K +$339K +3,199 New
AIFAIM
1372
American Institute for Advanced Investment Management
Arizona
$339K +$339K +3,685 New
ZIC
1373
ZWJ Investment Counsel
Georgia
$337K -$1.38K -15 -0.4%
ECG
1374
Edge Capital Group
Georgia
$337K – – –
RBFC
1375
Roman Butler Fullerton & Co
Missouri
$335K -$4.87K -53 -1%
53 54
55
56 57