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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 %
PA
176
Planning Alternatives
Michigan
$24.7M +$1.97M +21,411 +9%
RWM
177
RKL Wealth Management
Pennsylvania
$24.5M +$142K +1,548 +0.6%
CAAS
178
Capital Asset Advisory Services
Michigan
$24.5M -$524K -5,700 -2%
NA
179
NewEdge Advisors
Louisiana
$23.9M -$5.84M -63,503 -20%
FMC
180
First Merchants Corp
Indiana
$23.9M +$2.98M +32,475 +14%
SS
181
Simplicity Solutions
Minnesota
$23.8M +$3.47M +37,809 +17%
VCM
182
Vision Capital Management
Oregon
$23.5M -$381K -4,150 -2%
PWP
183
Personal Wealth Partners
Minnesota
$23.4M +$87.9K +956 +0.4%
HW
184
Hancock Whitney
Mississippi
$22.9M -$1.47M -15,945 -6%
AWM
185
Altium Wealth Management
New York
$22.8M +$1.1M +11,960 +5%
CCA
186
Conservest Capital Advisors
Pennsylvania
$22.7M +$237K +2,581 +1%
SW
187
SVB Wealth
Massachusetts
$22.1M +$1.5M +16,280 +7%
CTA
188
Chesley Taft & Associates
Illinois
$21.6M +$599K +6,520 +3%
W
189
Wealthquest
Ohio
$21.6M +$9.82M +106,899 +83%
SAS
190
Sage Advisory Services
Texas
$21.6M +$8.15M +88,694 +61%
NAM
191
NorthCoast Asset Management
Connecticut
$21.4M +$1.41M +15,287 +7%
MA
192
MUFG Americas
New York
$21.4M -$381K -4,148 -2%
WAM
193
Wallington Asset Management
Indiana
$21M +$21M +228,270 New
I
194
INVST
Indiana
$20.9M +$16.4M +178,586 +363%
SB
195
Simmons Bank
Arkansas
$20.7M +$33K +359 +0.2%
FHB
196
First Hawaiian Bank
Hawaii
$20.5M +$1.05M +11,407 +5%
TC
197
Trilogy Capital
California
$20.4M +$1.18M +12,814 +6%
CFG
198
Compton Financial Group
Maryland
$20.1M +$20.1M +189,627 New
AWA
199
Alaska Wealth Advisors
Alaska
$19.7M -$1.85M -20,177 -9%
BHWM
200
Bar Harbor Wealth Management
New Hampshire
$19.5M +$308K +3,347 +2%
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