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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 %
GG
1701
Gleason Group
Kentucky
$5K – – –
FCT
1702
Family Capital Trust
Massachusetts
$5K – – –
RPCA
1703
Running Point Capital Advisors
California
$5K +$5K +52 New
SAI
1704
Systematic Alpha Investments
New Jersey
$4K +$4K +44 New
BCA
1705
Berman Capital Advisors
Georgia
$4K +$4K +44 New
CP
1706
Corbenic Partners
Pennsylvania
$4K +$4K +46 New
OAJ
1707
Ogorek Anthony Joseph
New York
$3K – – –
FWM
1708
Focused Wealth Management
New York
$3K – – –
MMG
1709
Monetary Management Group
Missouri
$3K +$3K +30 New
NDSI
1710
Newman Dignan & Sheerar Inc
Rhode Island
$2.78K -$2 -20 -0.1%
HFM
1711
Hartford Financial Management
Connecticut
$2K – – –
SIS
1712
Sound Income Strategies
Florida
$2K – – –
TVWM
1713
Tower View Wealth Management
Wisconsin
$2K +$692 +9 +53%
OSAM
1714
O'Shaughnessy Asset Management
Connecticut
$2K +$2K +17 New
FGAM
1715
Financial Gravity Asset Management
Texas
$2K +$2K +27 New
TAM
1716
Tucker Asset Management
Colorado
$1.84K +$1.84K +20 New
WIM
1717
Westside Investment Management
California
$1.09K – – –
CAGAS
1718
Capital Advisory Group Advisory Services
Minnesota
$1K -$61.5K -369 -98%
VCM
1719
Versant Capital Management
Arizona
$1K – – –
PC
1720
Permanens Capital
New York
$1K – – –
AIG
1721
American International Group
New York
$755 -$1.09K -11,900 -59%
CRI
1722
Colonial River Investments
Virginia
$747 +$747 +7,017 New
CBTWT
1723
Community Bank & Trust (Waco, Texas)
Texas
$294 – – –
AIM
1724
Axiom Investment Management
New York
$247 -$323 -2,046 -57%
HI
1725
Horizon Investments
North Carolina
– -$18.4M -262,664 Closed
67 68
69
70 71