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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 %
HFG
1376
Heron Financial Group
New York
$335K +$33.9K +344 +11%
LA
1377
Latitude Advisors
Florida
$335K +$335K +3,642 New
GIA
1378
Guyasuta Investment Advisors
Pennsylvania
$332K +$332K +3,613 New
SRC
1379
Sage Rhino Capital
California
$330K – – –
SAS
1380
Stelac Advisory Services
New York
$330K +$106K +1,158 +48%
PWM
1381
Paulson Wealth Management
Illinois
$329K +$33K +359 +11%
NCG
1382
Newport Capital Group
New Jersey
$327K +$327K +3,555 New
AFAS
1383
Acorn Financial Advisory Services
Virginia
$326K -$67.7K -737 -17%
TCWA
1384
Ten Capital Wealth Advisors
Washington
$326K -$8.74K -95 -3%
GCM
1385
Gibraltar Capital Management
Oklahoma
$325K +$325K +3,534 New
MW
1386
Marcum Wealth
Ohio
$324K -$194K -2,108 -37%
AMM
1387
American Money Management
California
$324K +$31K +337 +11%
SWMP
1388
Signature Wealth Management Partners
New Jersey
$324K +$324K +3,521 New
IWP
1389
IAG Wealth Partners
Wisconsin
$323K -$143K -1,552 -31%
CWA
1390
Clearview Wealth Advisors
Oregon
$323K +$323K +3,518 New
KFI
1391
Key Financial Inc
Pennsylvania
$322K +$21.3K +231 +7%
TW
1392
Towerpoint Wealth
California
$322K +$322K +3,506 New
TW
1393
TrinityPoint Wealth
Connecticut
$320K -$131K -1,293 -29%
MC
1394
Martin & Co
Tennessee
$319K -$4.59K -50 -1%
ICM
1395
IMS Capital Management
Oregon
$318K +$318K +3,461 New
MCM
1396
Mitchell Capital Management
Kansas
$316K -$42.8K -466 -12%
OWM
1397
Orgel Wealth Management
Wisconsin
$315K -$20.9K -228 -6%
CS
1398
Cannell & Spears
New York
$315K – – –
CBT
1399
Capital Bank & Trust
California
$315K +$315K +3,423 New
WPP
1400
Whalerock Point Partners
Rhode Island
$313K +$282K +3,071 +914%
54 55
56
57 58