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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 %
VC
101
Vicus Capital
Pennsylvania
$51M +$5.8M +63,068 +13%
AI
102
Accredited Investors
Minnesota
$50.5M -$1.92M -20,845 -4%
BOS
103
Bingham Osborn & Scarborough
California
$50.1M -$1.37M -14,895 -3%
FBFS
104
First Business Financial Services
Wisconsin
$49.8M +$525K +5,717 +1%
CWM
105
Connecticut Wealth Management
Connecticut
$49.6M +$1.43M +15,529 +3%
GWM
106
Geneos Wealth Management
Colorado
$48M +$5.03M +57,514 +12%
SLT
107
St Louis Trust
Missouri
$47.6M -$788K -8,572 -2%
PAS
108
Park Avenue Securities
New York
$47M -$48.6M -528,711 -51%
VA
109
Valmark Advisers
Ohio
$45.1M -$2.45M -26,677 -5%
MIA
110
MainStreet Investment Advisors
Illinois
$44.8M -$3.91M -42,536 -8%
CAN
111
Cetera Advisor Networks
California
$44.4M +$1.16M +12,627 +3%
MAM
112
Madison Asset Management
Wisconsin
$44.3M +$5.29M +57,540 +14%
SSB
113
Sandy Spring Bank
Maryland
$43M -$356K -3,874 -0.8%
OAM
114
Oppenheimer Asset Management
New York
$42.8M -$2.09M -22,705 -5%
FMII
115
Farmers & Merchants Investments Inc
Nebraska
$41.7M +$2.21M +24,033 +6%
MFW
116
Meristem Family Wealth
Minnesota
$41.7M +$8.21M +89,376 +25%
Franklin Resources
117
Franklin Resources
California
$41.1M +$6.36M +69,209 +18%
BSB
118
Bangor Savings Bank
Maine
$40.7M +$375K +4,079 +0.9%
Cetera Investment Advisers
119
Cetera Investment Advisers
Illinois
$39.8M +$19.1M +208,374 +93%
FNBOH
120
First National Bank of Hutchinson
Kansas
$39.5M +$2.83M +28,965 +8%
TF
121
TIAA FSB
Florida
$39.3M -$2.06M -22,396 -5%
MCC
122
Money Concepts Capital
Florida
$38.9M +$38.9M +423,447 New
CI
123
Conning Inc
Connecticut
$38.7M -$1.2M -13,085 -3%
MPWT
124
MassMutual Private Wealth & Trust
Connecticut
$38.7M -$1.46M -15,909 -4%
Lazard Asset Management
125
Lazard Asset Management
New York
$38.6M +$203K +2,212 +0.5%
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