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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 %
LWAC
1476
Laurel Wealth Advisors (California)
California
$253K -$33.7K -368 -12%
PWP
1477
Principle Wealth Partners
Connecticut
$253K +$253K +2,750 New
TWP
1478
Treybourne Wealth Planners
Indiana
$252K +$252K +2,737 New
SC
1479
SouthState Corp
Florida
$250K – – –
EA
1480
Ellsworth Advisors
Ohio
$250K +$250K +2,720 New
VWM
1481
Vigilare Wealth Management
Arizona
$249K -$94.1K -1,024 -27%
AC
1482
Alexandria Capital
Virginia
$249K -$29K -315 -10%
CAG
1483
Curtis Advisory Group
California
$249K +$249K +2,707 New
DMC
1484
Drexel Morgan & Co
Pennsylvania
$248K +$248K +2,700 New
SFI
1485
SPC Financial Inc
Maryland
$247K +$247K +2,688 New
IIM
1486
Ipswich Investment Management
Massachusetts
$246K +$246K +2,678 New
SCM
1487
Stordahl Capital Management
Colorado
$246K +$246K +2,681 New
BCP
1488
Berkeley Capital Partners
Georgia
$245K +$245K +2,662 New
FA
1489
FC Advisory
Pennsylvania
$245K +$245K +2,664 New
PA
1490
Parkside Advisors
California
$245K +$245K +2,664 New
PCAP
1491
Pratt Collard Advisory Partners
New York
$244K +$244K +2,653 New
CPSC
1492
Carl P. Sherr & Co
Massachusetts
$244K +$244K +2,659 New
EWA
1493
Evolution Wealth Advisors
Florida
$242K – – –
WCFA
1494
Walkner Condon Financial Advisors
Wisconsin
$242K +$242K +2,632 New
F
1495
F3Logic
Minnesota
$241K -$1.98M -21,547 -89%
MAG
1496
MRA Advisory Group
New Jersey
$241K +$241K +2,625 New
PL
1497
Plancorp LLC
Missouri
$240K -$196K -2,139 -45%
QWM
1498
QP Wealth Management
New Jersey
$239K +$239K +2,600 New
IPW
1499
Inlet Private Wealth
Florida
$239K +$239K +2,600 New
CWM
1500
Concentric Wealth Management
California
$239K +$239K +2,603 New
58 59
60
61 62