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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 %
BWM
1426
BCGM Wealth Management
Indiana
$287K +$287K +2,693 New
DSA
1427
Droms Strauss Advisors
Missouri
$286K +$19.1K +207 +7%
AP
1428
Appleton Partners
Massachusetts
$285K -$2.3K -25 -0.8%
GBBWRPM
1429
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$285K +$12.2K +133 +4%
CA
1430
CGN Advisors
Kansas
$285K +$285K +3,106 New
TWA
1431
TCI Wealth Advisors
Arizona
$283K +$73.5K +801 +35%
DP
1432
Dearborn Partners
Illinois
$282K – – –
SBIA
1433
Sheaff Brock Investment Advisors
Indiana
$280K – – –
APC
1434
Aspire Private Capital
North Carolina
$280K +$8.35K +91 +3%
IDA
1435
Intelligence Driven Advisers
California
$278K -$8.54K -93 -3%
WB
1436
Webster Bank
Connecticut
$276K – – –
SG Americas Securities
1437
SG Americas Securities
New York
$276K +$644 +7 +0.2%
MWM
1438
Madison Wealth Management
Ohio
$276K +$276K +3,004 New
NIC
1439
Northwest Investment Counselors
Oregon
$275K – – –
LF
1440
LifeSteps Financial
California
$275K +$275K +2,997 New
CCM
1441
Coe Capital Management
Illinois
$274K – – –
MJRIC
1442
Mogy Joel R Investment Counsel
California
$273K -$59.6K -650 -18%
AUB
1443
Atlantic Union Bankshares
Virginia
$273K – – –
LSPW
1444
Lake Street Private Wealth
Illinois
$273K +$273K +2,971 New
SLG
1445
Stanley-Laman Group
Pennsylvania
$272K +$272K +2,955 New
LWM
1446
Laidlaw Wealth Management
New York
$271K +$271K +2,953 New
GC
1447
Garde Capital
Washington
$270K – – –
KTC
1448
Kistler-Tiffany Companies
Pennsylvania
$269K +$27.9K +303 +12%
AWA
1449
Alta Wealth Advisors
Massachusetts
$269K +$269K +2,929 New
SSC
1450
Syverson Strege & Co
Iowa
$268K +$268K +2,916 New
56 57
58
59 60