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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 %
FWM
1601
ForthRight Wealth Management
Georgia
$115K +$115K +1,255 New
FP
1602
Fiduciary Planning
Florida
$111K +$276 +3 +0.2%
HWA
1603
HHM Wealth Advisors
Tennessee
$110K -$23.1K -251 -17%
HFS
1604
Horizon Financial Services
North Carolina
$110K – – –
MIM
1605
MTM Investment Management
South Carolina
$103K +$103K +1,118 New
WFA
1606
West Financial Advisors
Iowa
$103K +$103K +1,119 New
PAI
1607
Pittenger & Anderson Inc
Nebraska
$100K +$28.4K +310 +40%
FDCDDQ
1608
Federation des caisses Desjardins du Quebec
Quebec, Canada
$99.8K – – –
MRCM
1609
M&R Capital Management
New Jersey
$96K – – –
SAM
1610
S.A. Mason
Michigan
$96K – – –
APW
1611
Acima Private Wealth
Virginia
$95K – – –
RG
1612
Retirement Group
California
$92K +$1.46K +16 +2%
POIA
1613
Pin Oak Investment Advisors
Texas
$89K – – –
MF
1614
Manchester Financial
California
$88K -$10.6K -115 -11%
VRM
1615
Vectors Research Management
New York
$84K -$4.86K -53 -5%
CYG
1616
Clean Yield Group
Vermont
$84K +$71.9K +784 +594%
MWP
1617
Meridian Wealth Partners
Pennsylvania
$83K – – –
ME
1618
McIlrath & Eck
Washington
$81K – – –
LJHT
1619
Laurie J. Hall Trustee
$80K +$734 +8 +0.9%
DAM
1620
Delta Asset Management
Tennessee
$79K – – –
DCM
1621
Disciplina Capital Management
Tennessee
$78.6K – – –
BAMG
1622
Brand Asset Management Group
Missouri
$75K – – –
BC
1623
Belmont Capital
California
$75K +$75K +819 New
PAIM
1624
Punch & Associates Investment Management
Minnesota
$74K – – –
BCM
1625
Bourgeon Capital Management
Connecticut
$67K – – –
63 64
65
66 67