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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 %
Natixis Advisors
276
Natixis Advisors
Massachusetts
$13.5M -$919K -10,000 -6%
CTC
277
Central Trust Company
Missouri
$13.4M +$199K +2,163 +2%
A
278
AdvicePeriod
California
$13.4M -$562K -6,115 -4%
FANJ
279
Financial Architects (New Jersey)
New Jersey
$13.4M +$181K +1,969 +1%
APA
280
Allegiant Private Advisors
Florida
$13.4M +$13.4M +145,442 New
ST
281
Smithfield Trust
Pennsylvania
$13.2M +$293K +3,190 +2%
BFO
282
Boston Family Office
Massachusetts
$13.1M -$322K -3,505 -2%
HI
283
Hudock Inc
Pennsylvania
$13.1M +$192K +2,086 +1%
CRC
284
Curi RMB Capital
Illinois
$13M +$1.41M +15,328 +12%
ODG
285
O'Dell Group
Ohio
$12.9M +$1.11M +12,070 +9%
JIC
286
Johnson Investment Counsel
Ohio
$12.9M +$610K +6,638 +5%
PCMC
287
Private Capital Management (Colorado)
Colorado
$12.8M +$1.12M +12,154 +10%
NEPPG
288
New England Professional Planning Group
Rhode Island
$12.8M -$35.7K -389 -0.3%
CBB
289
Citizens Business Bank
California
$12.8M -$263K -2,863 -2%
NCM
290
Noesis Capital Mangement
Florida
$12.8M +$124K +1,349 +1%
SAM
291
Summit Asset Management
Tennessee
$12.8M +$269K +2,929 +2%
HH
292
HWG Holdings
Texas
$12.8M +$5.47M +59,497 +75%
PFM
293
Phillips Financial Management
Indiana
$12.7M +$249K +2,706 +2%
SIC
294
Shoker Investment Counsel
Ohio
$12.7M +$465K +5,063 +4%
WTC
295
WhitTier Trust Company
Nevada
$12.6M +$1.41M +15,380 +13%
Susquehanna International Group
296
Susquehanna International Group
Pennsylvania
$12.6M +$12.6M +136,692 New
BSSFA
297
Baron Silver Stevens Financial Advisors
Florida
$12.5M +$12.5M +136,275 New
PL
298
Polianta Ltd
Jersey
$12.5M +$12.5M +135,600 New
KFAA
299
Klaas Financial Asset Advisors
Illinois
$12.4M +$12.4M +134,707 New
MAS
300
Managed Account Services
Florida
$12.4M -$225K -2,227 -2%
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