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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 %
CA
401
Centerpoint Advisors
Massachusetts
$8.59M -$535K -5,824 -6%
ISWM
402
Independent Solutions Wealth Management
New York
$8.57M +$342K +3,718 +4%
FFN
403
Focus Financial Network
Minnesota
$8.56M +$759K +8,261 +10%
MG
404
Mather Group
Illinois
$8.56M -$37.3K -406 -0.4%
P
405
&Partners
Tennessee
$8.54M +$1.12M +12,191 +15%
William Blair & Company
406
William Blair & Company
Illinois
$8.5M +$1.78M +19,388 +27%
HI
407
Human Investing
Oregon
$8.49M +$1.09M +11,879 +15%
CA
408
Clearstead Advisors
Ohio
$8.47M +$103K +1,121 +1%
CCA
409
Column Capital Advisors
Indiana
$8.44M -$207K -2,257 -2%
SDAM
410
Shulman DeMeo Asset Management
New York
$8.42M -$23K -250 -0.3%
RIA
411
Regal Investment Advisors
Michigan
$8.4M +$3.62M +39,366 +76%
CFA
412
Carroll Financial Associates
North Carolina
$8.37M +$870K +9,463 +12%
EC
413
Estate Counselors
Wisconsin
$8.35M -$749K -8,150 -8%
FHC
414
First Horizon Corporation
Tennessee
$8.27M -$548K -5,967 -6%
KPWS
415
Kestra Private Wealth Services
Texas
$8.24M +$476K +5,191 +6%
CIM
416
CIM Investment Management
Pennsylvania
$8.24M +$176K +1,917 +2%
BC
417
Brio Consultants
California
$8.1M -$2.09M -22,777 -21%
ACB
418
Aristotle Capital Boston
Massachusetts
$8.06M +$232K +2,525 +3%
MC
419
Middleton & Co
Massachusetts
$8.01M +$137K +1,496 +2%
CCM
420
Canal Capital Management
Virginia
$7.94M +$2.18M +23,698 +38%
CCM
421
Condor Capital Management
New Jersey
$7.87M +$354K +3,850 +5%
HF
422
Halpern Financial
Virginia
$7.86M -$243K -2,645 -3%
SG
423
StoneX Group
New York
$7.8M +$579K +6,299 +8%
HH
424
Hilltop Holdings
Texas
$7.76M +$6.93M +75,394 +833%
TPCW
425
TD Private Client Wealth
New York
$7.76M -$3.31M -35,983 -30%
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