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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 %
TC
151
Telemus Capital
Michigan
$30.8M +$38.6K +420 +0.1%
FLPIM
152
F.L. Putnam Investment Management
Massachusetts
$30M +$2.34M +25,421 +8%
WJA
153
Willis Johnson & Associates
Texas
$29.3M +$29.3M +318,706 New
Fiera Capital (Canada)
154
Fiera Capital (Canada)
Quebec, Canada
$29.2M -$233K -2,538 -0.8%
COPPSERS
155
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$29M -$2.99M -32,582 -9%
GBT
156
Grove Bank & Trust
Florida
$28.3M +$141K +1,529 +0.5%
AWM
157
AE Wealth Management
Kansas
$28.2M +$3.98M +43,345 +16%
CCWA
158
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$28.1M -$890K -9,686 -3%
CCM
159
Covington Capital Management
California
$28.1M +$914K +9,950 +3%
AAS
160
Annex Advisory Services
Wisconsin
$27.7M -$260K -2,824 -0.9%
WPA
161
West Paces Advisors
Georgia
$27.6M -$796K -8,664 -3%
JWA
162
JFS Wealth Advisors
Pennsylvania
$27.6M -$129K -1,406 -0.5%
CIA
163
Capital Investment Advisors
Georgia
$27.1M +$42.9K +467 +0.2%
SWP
164
Stratos Wealth Partners
Ohio
$26.8M +$623K +6,780 +2%
KA
165
Klingman & Associates
New York
$26.5M +$2.79M +30,382 +12%
FMWA
166
Forvis Mazars Wealth Advisors
Missouri
$26.5M +$9.45M +102,803 +56%
CWM
167
Cahaba Wealth Management
Georgia
$26.4M +$256K +2,529 +1%
BP
168
Ballentine Partners
Massachusetts
$26.4M -$398K -4,329 -1%
OCG
169
Opus Capital Group
Ohio
$26.3M +$2.69M +29,283 +11%
FWM
170
FFT Wealth Management
Pennsylvania
$26.2M -$665K -7,231 -2%
HL
171
HeadInvest LLC
Maine
$26.2M -$356K -3,869 -1%
LSERS
172
Louisiana State Employees Retirement System
Louisiana
$26M +$2.85M +31,000 +12%
FSC
173
Full Sail Capital
Oklahoma
$25.8M -$147K -1,454 -0.6%
LWMT
174
Legacy Wealth Management (Tennessee)
Tennessee
$25.7M +$13.1K +143 +0.1%
NSLI
175
Nan Shan Life Insurance
Taiwan
$25.5M +$13.4M +146,000 +111%
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