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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 %
AI
51
Atria Investments
North Carolina
$104M +$89.7M +975,577 +637%
TI
52
Tidal Investments
Wisconsin
$103M +$103M +1,123,374 New
PFO
53
Pathstone Family Office
New Jersey
$101M +$101M +1,101,967 +412,722%
TF
54
Trek Financial
Arizona
$101M +$98.4M +1,070,388 +4,220%
OPS
55
Orion Portfolio Solutions
Nebraska
$97.8M +$87.6M +953,633 +860%
KAS
56
Kestra Advisory Services
Texas
$95.6M +$35.6M +387,974 +59%
Bessemer Group
57
Bessemer Group
New Jersey
$94.7M -$13.9M -151,385 -13%
UCFA
58
United Capital Financial Advisors
Texas
$91M +$11.1M +120,678 +14%
VFA
59
Valeo Financial Advisors
Indiana
$90.5M +$2.96M +32,163 +3%
M&T Bank
60
M&T Bank
New York
$88.1M +$1.03M +11,159 +1%
WANY
61
Wealthspire Advisors (New York)
New York
$87.3M +$41.2M +448,803 +90%
Stifel Financial
62
Stifel Financial
Missouri
$86M -$7.64M -83,111 -8%
FI
63
FormulaFolio Investments
Michigan
$83.6M -$2.86M -31,084 -3%
JPMorgan Chase & Co
64
JPMorgan Chase & Co
New York
$83M -$1.77M -19,290 -2%
Thrivent Financial for Lutherans
65
Thrivent Financial for Lutherans
Minnesota
$81.8M +$8.44M +91,825 +12%
Creative Planning
66
Creative Planning
Kansas
$80.1M +$227K +2,471 +0.3%
DWM
67
Destination Wealth Management
California
$79.5M -$3.12M -33,931 -4%
GC
68
Grimes & Company
Massachusetts
$77.3M +$4.2M +45,720 +6%
Mariner
69
Mariner
Kansas
$76.6M +$30.5M +331,469 +66%
UB
70
UMB Bank
Missouri
$76.4M -$11.3M -122,927 -13%
Comerica Bank
71
Comerica Bank
Texas
$75.7M -$9.74M -96,241 -11%
AIM
72
Acropolis Investment Management
Missouri
$75.1M -$3.38M -36,801 -4%
AssetMark Inc
73
AssetMark Inc
California
$74.9M -$1.46M -15,838 -2%
BIAS
74
Beacon Investment Advisory Services
New Jersey
$73.4M +$2.03M +22,125 +3%
Cambridge Investment Research Advisors
75
Cambridge Investment Research Advisors
Iowa
$73.4M -$962K -10,466 -1%
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