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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 %
CFGS
201
Concourse Financial Group Securities
Alabama
$19.4M -$3.55M -38,654 -15%
SPC
202
Sigma Planning Corp
Michigan
$19.4M +$940K +10,233 +5%
EWM
203
Executive Wealth Management
Michigan
$19.2M -$828K -9,014 -4%
BFPW
204
BOK Financial Private Wealth
Colorado
$19.1M +$149K +1,616 +0.8%
CC
205
Cadinha & Co
Hawaii
$19M +$18.1M +197,397 +2,233%
GT
206
Glenview Trust
Kentucky
$18.9M +$210K +2,281 +1%
CS
207
Comerica Securities
Michigan
$18.9M -$3.28M -35,731 -15%
AIA
208
Ally Invest Advisors
North Carolina
$18.8M +$1.18M +12,807 +7%
EGWAG
209
Elwood & Goetz Wealth Advisory Group
Georgia
$18.8M -$763K -8,300 -4%
SFG
210
Sage Financial Group
Pennsylvania
$18.8M +$35.6K +387 +0.2%
HS
211
Horan Securities
United States
$18.7M +$407K +4,426 +2%
CMA
212
Cedar Mountain Advisors
Oregon
$18.7M +$84K +914 +0.5%
DT
213
Daniels + Tansey
Delaware
$18.6M +$16.3M +161,471 +724%
FCI
214
Financial Counselors Inc
Kansas
$18.4M +$2.08M +22,644 +13%
Principal Financial Group
215
Principal Financial Group
Iowa
$18.4M -$114K -1,239 -0.6%
CFIA
216
Cantor Fitzgerald Investment Advisors
New York
$18.4M -$334K -3,636 -2%
AWC
217
Abundance Wealth Counselors
Pennsylvania
$18.1M +$226K +2,457 +1%
TPWA
218
TRUE Private Wealth Advisors
Oregon
$18M -$4.95M -53,906 -22%
AF
219
Ally Financial
Michigan
$17.9M +$17.9M +195,000 New
APA
220
American Portfolios Advisors
New York
$17.9M +$9.9M +107,717 +124%
CCFCSB
221
Cape Cod Five Cents Savings Bank
Massachusetts
$17.8M -$440K -4,786 -2%
SWPG
222
Strategic Wealth Partners Group
Illinois
$17.7M +$78.9K +858 +0.4%
TFO
223
Tarbox Family Office
California
$17.7M -$64K -696 -0.4%
VVP
224
Venture Visionary Partners
Ohio
$17.7M +$5.39M +58,661 +44%
NA
225
Nottingham Advisors
New York
$17.6M -$4.09M -44,480 -19%
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