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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 %
CWM
1551
Circle Wealth Management
New Jersey
$202K +$202K +2,203 New
AFP
1552
Ausdal Financial Partners
Iowa
$201K +$201K +2,190 New
SCM
1553
Southport Capital Management
Tennessee
$201K +$201K +2,191 New
ACP
1554
Ashfield Capital Partners
California
$201K +$201K +2,192 New
ACM
1555
Argent Capital Management
Missouri
$200K -$111K -1,210 -36%
CIA
1556
Compass Ion Advisors
Pennsylvania
$200K +$200K +2,175 New
RA
1557
Rational Advisors
New York
$198K +$198K +2,156 New
DI
1558
Disciplined Investments
Oklahoma
$197K +$10.7K +116 +6%
SA
1559
SRH Advisors
Kansas
$196K – – –
TFA
1560
Transamerica Financial Advisors
Florida
$195K -$70K -760 -26%
PS
1561
Planned Solutions
California
$192K +$92 +1 +0%
MCM
1562
McMillion Capital Management
North Carolina
$189K +$189K +2,060 New
SWM
1563
Sugarloaf Wealth Management
Georgia
$188K +$92 +1 +0%
FCH
1564
Freestone Capital Holdings
Washington
$185K -$22.3K -243 -11%
SL
1565
Savior LLC
Massachusetts
$184K -$921 -10 -0.5%
LWA
1566
Lenox Wealth Advisors
New York
$184K – – –
CB
1567
CNB Bank
Pennsylvania
$179K +$26.5K +289 +17%
RWB
1568
RMR Wealth Builders
New Jersey
$168K -$532K -5,777 -76%
ICM
1569
Islay Capital Management
Texas
$160K – – –
WEC
1570
Winslow Evans & Crocker
Massachusetts
$160K +$121K +1,318 +312%
FP
1571
Financial Perspectives
Minnesota
$156K +$1.56K +17 +1%
AIA
1572
Armor Investment Advisors
North Carolina
$156K -$3.31K -36 -2%
BCP
1573
Blue Chip Partners
Michigan
$156K +$15.1K +164 +11%
SQA
1574
Simon Quick Advisors
New Jersey
$151K +$39.9K +434 +36%
IRAG
1575
Investment Research & Advisory Group
Georgia
$151K +$113K +1,228 +296%
61 62
63
64 65