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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 %
ECM
451
Evergreen Capital Management
Washington
$7.06M +$162K +1,768 +2%
LBC
452
Lowe Brockenbrough & Co
Virginia
$7.06M +$413K +4,490 +6%
TGAM
453
TBH Global Asset Management
Tennessee
$7.05M +$137K +1,495 +2%
DCM
454
DeGreen Capital Management
Arizona
$7.03M +$186K +2,024 +3%
LIA
455
LS Investment Advisors
Michigan
$7.01M +$299K +3,250 +4%
TCM
456
Towercrest Capital Management
Pennsylvania
$6.99M +$136K +1,480 +2%
BG
457
Berry Group
Massachusetts
$6.98M +$310K +3,369 +5%
SF
458
Synovus Financial
Georgia
$6.98M -$2.24M -24,389 -24%
SWA
459
SOA Wealth Advisors
New York
$6.97M +$6.97M +65,658 New
Wealth Enhancement Advisory Services
460
Wealth Enhancement Advisory Services
Minnesota
$6.92M +$775K +7,787 +13%
SFG
461
Summit Financial Group
West Virginia
$6.87M -$276K -3,008 -4%
JA
462
JVL Associates
Michigan
$6.85M +$524K +5,697 +8%
ERSOT
463
Employees Retirement System of Texas
Texas
$6.79M +$6.79M +73,900 New
1C
464
1623 Capital
Virginia
$6.71M +$1.75M +19,000 +35%
AC
465
Asio Capital
Kentucky
$6.7M +$610K +6,640 +10%
CC
466
Courier Capital
New York
$6.68M -$51.2K -557 -0.8%
WIA
467
World Investment Advisors
California
$6.67M +$368K +3,448 +6%
JWBC
468
John W. Brooker & Co
California
$6.65M +$2.14M +23,264 +47%
VFIC
469
Valley Forge Investment Consultants
Pennsylvania
$6.62M +$6.62M +72,059 New
GCA
470
Greenwood Capital Associates
South Carolina
$6.58M +$2.86M +31,166 +77%
PFS
471
Prospera Financial Services
Texas
$6.56M +$4.28M +46,555 +187%
BA
472
Bellwether Advisors
Nebraska
$6.52M +$6.52M +70,960 New
PWA
473
Physician Wealth Advisors
Utah
$6.48M -$3.72M -35,737 -37%
BRM
474
Boston Research & Management
Massachusetts
$6.44M +$43.3K +471 +0.7%
RC
475
Rovin Capital
Arizona
$6.41M +$6.41M +69,736 New
17 18
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