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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 %
WP
1451
WealthPLAN Partners
Nebraska
$267K -$49.4K -486 -16%
IC
1452
Innealta Capital
Texas
$267K +$267K +2,905 New
ANBT
1453
American National Bank & Trust
Texas
$266K -$20.7K -226 -7%
DWM
1454
Doyle Wealth Management
Florida
$266K +$2.11K +23 +0.8%
PP
1455
Patten & Patten
Tennessee
$265K -$82.5K -899 -24%
OWA
1456
One Wealth Advisors
California
$264K +$264K +2,870 New
AWM
1457
Aries Wealth Management
Maine
$263K +$263K +2,690 New
KCA
1458
Karn Couzens & Associates
Connecticut
$263K +$263K +2,865 New
EP
1459
EPIQ Partners
Minnesota
$261K – – –
IC
1460
Intersect Capital
California
$261K +$261K +2,842 New
JGIA
1461
Jackson Grant Investment Advisers
Connecticut
$259K +$735 +8 +0.3%
APG
1462
Abacus Planning Group
South Carolina
$257K -$33.9K -369 -12%
WC
1463
Weil Company
California
$257K +$257K +2,797 New
HPA
1464
High Probability Advisors
New York
$257K +$257K +2,792 New
DHFB
1465
Dixon Hubard Feinour & Brown
Virginia
$256K – – –
AWM
1466
Avondale Wealth Management
Texas
$256K – – –
HDIM
1467
Hanson & Doremus Investment Management
Vermont
$255K +$18.5K +202 +8%
CH
1468
Canton Hathaway
Rhode Island
$255K +$230K +2,506 +939%
FPCP
1469
Fort Point Capital Partners
California
$255K +$255K +2,770 New
SPFA
1470
Summit Place Financial Advisors
New Jersey
$255K +$255K +2,779 New
LAIC
1471
Lederer & Associates Investment Counsel
California
$255K +$255K +2,780 New
MWM
1472
Merriman Wealth Management
Washington
$254K +$254K +2,761 New
IFS
1473
Ifrah Financial Services
Arkansas
$254K +$254K +2,762 New
SGCA
1474
Steel Grove Capital Advisors
Tennessee
$254K +$254K +2,768 New
HIM
1475
Hanlon Investment Management
New Jersey
$253K -$274K -2,982 -52%
57 58
59
60 61