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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 %
EVM
301
Eaton Vance Management
Massachusetts
$12.3M +$90.4K +984 +0.7%
SI
302
Stephens Inc
Arkansas
$12.3M +$200K +2,171 +2%
FVWA
303
Foster Victor Wealth Advisors
South Carolina
$12.3M -$595K -6,475 -5%
VBFG
304
Vishria Bird Financial Group
Tennessee
$12.2M +$11.9M +129,484 +3,407%
HR
305
Hardy Reed
Mississippi
$12.2M +$44.5K +484 +0.4%
HCA
306
Heck Capital Advisors
Wisconsin
$12.2M +$1.13M +12,308 +10%
ERWM
307
Elk River Wealth Management
Colorado
$12.2M +$12.2M +132,306 New
FHA
308
First Horizon Advisors
Tennessee
$12.1M -$14.6K -159 -0.1%
ZCM
309
Ziegler Capital Management
Illinois
$12.1M +$780K +8,489 +7%
HSBC Holdings
310
HSBC Holdings
United Kingdom
$12M -$2.12M -23,032 -15%
MA
311
MCF Advisors
Kentucky
$11.9M -$1.18M -12,871 -9%
CIG
312
Cairn Investment Group
Washington
$11.9M +$442K +4,810 +4%
IWC
313
Integrated Wealth Concepts
Massachusetts
$11.9M +$2.81M +30,542 +31%
TCOV
314
Trust Company of Vermont
Vermont
$11.9M +$434K +4,720 +4%
ODIJL
315
One Day In July LLC
Vermont
$11.9M +$3.31M +36,062 +39%
ASN
316
Advisory Services Network
Georgia
$11.8M -$1.17M -12,739 -9%
SFA
317
Stewardship Financial Advisors
Georgia
$11.8M +$6.53M +71,045 +124%
WWA
318
WC Walker & Associates
California
$11.8M +$11.8M +111,115 New
JFA
319
JNBA Financial Advisors
Minnesota
$11.8M +$1.04M +11,349 +10%
HCM
320
Hudson Capital Management
New Jersey
$11.7M +$2.43M +26,463 +26%
NCM
321
Neumann Capital Management
California
$11.7M +$65.2K +709 +0.6%
NFG
322
Nations Financial Group
Iowa
$11.6M +$314K +3,418 +3%
FA
323
Fountainhead AM
New Jersey
$11.6M +$11.6M +126,427 New
MSA
324
Marino Stram & Associates
Massachusetts
$11.5M -$761K -8,285 -6%
IA
325
IFP Advisors
Florida
$11.5M +$2.55M +27,752 +29%
11 12
13
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