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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
$550M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.64B
3
CCMG
Clark Capital Management Group
Pennsylvania
$249M
4
Morgan Stanley
Morgan Stanley
New York
$1.61B
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
$848M
2
PPFA
Provida Pension Fund Administrator
Chile
$348M
3
BlackRock
BlackRock
New York
$929M
4
HNB
Huntington National Bank
Ohio
$114M
5
LPL Financial
LPL Financial
California
$403M
Name Holding Trade Value Shares
Change 		Shares
Change %
RFC
26
Regions Financial Corp
Alabama
$297M +$2.61M +28,402 +0.9%
NA
27
NextCapital Advisers
Illinois
$284M +$953K +10,388 +0.3%
Citigroup
28
Citigroup
New York
$270M -$6.28M -68,384 -2%
CAM
29
Cresset Asset Management
Illinois
$259M -$1.21M -13,126 -0.5%
State Street
30
State Street
Massachusetts
$252M +$131M +1,424,767 +108%
CCMG
31
Clark Capital Management Group
Pennsylvania
$249M +$240M +2,606,476 +2,525%
Baird Financial Group
32
Baird Financial Group
Wisconsin
$237M +$12.9M +140,028 +6%
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$231M -$28.4M -309,055 -11%
Fifth Third Bancorp
34
Fifth Third Bancorp
Ohio
$223M +$26M +282,492 +13%
AA
35
Alesco Advisors
New York
$213M -$23.2M -251,907 -10%
HighTower Advisors
36
HighTower Advisors
Illinois
$203M +$63.2M +687,567 +45%
Charles Schwab
37
Charles Schwab
California
$194M -$14M -152,753 -7%
HTC
38
Haverford Trust Company
Pennsylvania
$194M -$1.37M -14,860 -0.7%
NMIMC
39
Northwestern Mutual Investment Management Company
Wisconsin
$189M -$45.9M -499,800 -20%
Members Trust
40
Members Trust
Florida
$166M -$5.42M -58,962 -3%
Carson Wealth (CWM LLC)
41
Carson Wealth (CWM LLC)
Nebraska
$162M – – –
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
42
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$152M +$152M +1,650,000 New
MRC
43
Millburn Ridgefield Corp
New York
$138M -$41.3M -449,032 -23%
CCA
44
Catalyst Capital Advisors
New York
$138M -$41.3M -449,032 -23%
Janney Montgomery Scott
45
Janney Montgomery Scott
Pennsylvania
$131M +$10.1M +109,527 +8%
Victory Capital Management
46
Victory Capital Management
Texas
$125M +$114M +1,236,166 +1,042%
AA
47
Acorns Advisers
California
$123M +$4.03M +43,816 +3%
RC
48
RegentAtlantic Capital
New Jersey
$118M -$375K -4,078 -0.3%
HNB
49
Huntington National Bank
Ohio
$114M -$98.5M – –
BIM
50
Bridges Investment Management
Nebraska
$104M -$2.15M -23,390 -2%
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