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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 %
SCM
1501
Seascape Capital Management
New Hampshire
$238K +$238K +2,594 New
CLOS
1502
Compagnie Lombard Odier SCmA
Switzerland
$236K +$25.1K +273 +12%
MPW
1503
Monterey Private Wealth
California
$234K +$234K +2,543 New
BCA
1504
Bay Colony Advisors
Massachusetts
$234K +$234K +2,548 New
CFA
1505
Camarda Financial Advisors
Florida
$234K +$234K +2,550 New
SAM
1506
Secure Asset Management
Michigan
$233K +$233K +2,537 New
BRWM
1507
B. Riley Wealth Management
Tennessee
$231K +$231K +2,516 New
TAM
1508
Tealwood Asset Management
Minnesota
$230K +$230K +2,503 New
TCM
1509
TD Capital Management
Tennessee
$229K +$66.4K +722 +41%
PP
1510
Prosperity Planning
Missouri
$229K +$229K +2,493 New
AAP
1511
Arax Advisory Partners
Colorado
$228K -$3.49K -38 -2%
VCM
1512
Vigilant Capital Management
Maine
$228K +$116K +1,255 +103%
HBWM
1513
Hollow Brook Wealth Management
New York
$227K -$167K -1,822 -42%
BAM
1514
Barrett Asset Management
New York
$227K +$23.4K +255 +11%
BFG
1515
Berger Financial Group
Minnesota
$227K +$227K +2,473 New
AIA
1516
Arcadia Investment Advisors
Idaho
$227K -$227K -2,474 -50%
DA
1517
Detalus Advisors
Missouri
$226K +$226K +2,454 New
BST
1518
Bath Savings Trust
Maine
$226K +$226K +2,460 New
TB
1519
Terril Brothers
Missouri
$225K +$225K +2,444 New
HGWM
1520
Horst & Graben Wealth Management
Oregon
$224K +$224K +2,436 New
CWP
1521
CFM Wealth Partners
Texas
$224K +$224K +2,440 New
KCM
1522
Kathmere Capital Management
Pennsylvania
$223K +$40K +436 +22%
CK
1523
Cohen Klingenstein
New York
$221K +$221K +2,400 New
VHAM
1524
Van Hulzen Asset Management
California
$221K +$221K +2,408 New
Toronto Dominion Bank
1525
Toronto Dominion Bank
Ontario, Canada
$220K – – –
59 60
61
62 63