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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 %
NB
1526
Nicolet Bankshares
Wisconsin
$220K +$220K +2,399 New
VWA
1527
Visionary Wealth Advisors
Illinois
$218K +$218K +2,367 New
FNBTCON
1528
First National Bank & Trust Co of Newtown
Pennsylvania
$218K +$218K +2,370 New
IC
1529
Iconiq Capital
California
$218K +$218K +2,377 New
AWM
1530
Aberdeen Wealth Management
Illinois
$217K – – –
CWP
1531
Corepath Wealth Partners
Arizona
$216K +$216K +2,329 New
PAM
1532
Palisade Asset Management
Minnesota
$216K +$216K +2,347 New
JLBC
1533
J.L. Bainbridge & Co
Florida
$216K +$216K +2,349 New
AWMT
1534
AAFMAA Wealth Management & Trust
North Carolina
$214K +$214K +2,330 New
VWA
1535
VERITY Wealth Advisors
United States
$213K +$213K +2,320 New
WMA
1536
Wealth Management Associates
New Jersey
$212K +$212K +2,307 New
FDCC
1537
Foster Dykema Cabot & Co
Massachusetts
$212K +$212K +2,304 New
WAM
1538
World Asset Management
Michigan
$212K +$212K +2,311 New
BI
1539
Blooom Inc
Kansas
$210K +$210K +667 New
CTFG
1540
Capstone Triton Financial Group
Oklahoma
$210K +$210K +2,284 New
HIA
1541
Harbor Investment Advisory
Maryland
$209K -$71K -773 -25%
RSS
1542
Rosenblum Silverman Sutton
California
$208K +$208K +2,261 New
CAS
1543
Coppell Advisory Solutions
Texas
$208K +$208K +2,268 New
FMBTD
1544
First Midwest Bank Trust Division
Illinois
$206K +$206K +2,244 New
MWA
1545
Meridian Wealth Advisors
Texas
$205K +$205K +2,228 New
DWP
1546
Destiny Wealth Partners
Florida
$205K +$205K +2,229 New
FPCG
1547
Fort Pitt Capital Group
Pennsylvania
$204K -$96.6K -1,052 -32%
PIA
1548
Powell Investment Advisors
Florida
$202K +$184 +2 +0.1%
CI
1549
Cordant Inc
Oregon
$202K +$367 +4 +0.2%
APP
1550
Avantax Planning Partners
Iowa
$202K +$202K +2,199 New
60 61
62
63 64