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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
1
Osaic Holdings
Arizona
$550M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$1.64B
3
CCMG
3
Clark Capital Management Group
Pennsylvania
$249M
4
Morgan Stanley
4
Morgan Stanley
New York
$1.61B
5
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
5
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$152M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$848M
2
PPFA
2
Provida Pension Fund Administrator
Chile
$348M
3
BlackRock
3
BlackRock
New York
$929M
4
HNB
4
Huntington National Bank
Ohio
$114M
5
LPL Financial
5
LPL Financial
California
$403M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$2.92B +$30.9M +336,227 +1%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$2.85B -$42.9M -466,989 -1%
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$1.8B +$38.9M +423,256 +2%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$1.64B +$252M +2,745,464 +18%
Morgan Stanley
5
Morgan Stanley
New York
$1.61B +$202M +2,198,453 +14%
Wells Fargo
6
Wells Fargo
California
$1.45B +$55.5M +603,587 +4%
FCAS
7
First Command Advisory Services
Texas
$992M -$13.9M -151,001 -1%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$988M -$1.24M -13,540 -0.1%
BlackRock
9
BlackRock
New York
$929M -$154M -1,675,857 -14%
UBS Group
10
UBS Group
Switzerland
$848M -$658M -7,158,818 -44%
PNC Financial Services Group
11
PNC Financial Services Group
Pennsylvania
$775M -$11.3M -122,657 -1%
RJA
12
Raymond James & Associates
Florida
$697M +$10.4M +113,577 +2%
Goldman Sachs
13
Goldman Sachs
New York
$667M -$41.7M -454,278 -6%
Ameriprise
14
Ameriprise
Minnesota
$556M +$54.6M +594,348 +11%
Osaic Holdings
15
Osaic Holdings
Arizona
$550M +$319M +3,473,593 +138%
Northern Trust
16
Northern Trust
Illinois
$499M +$11.6M +126,693 +2%
Financial Engines Advisors
17
Financial Engines Advisors
California
$477M +$89.3M +971,586 +23%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$468M +$41.7M +454,057 +10%
LPL Financial
19
LPL Financial
California
$403M -$69.9M -760,521 -15%
US Bancorp
20
US Bancorp
Minnesota
$398M +$3.08M +33,547 +0.8%
GT
21
Glenmede Trust
Pennsylvania
$377M +$43.3M +471,028 +13%
KeyBank National Association
22
KeyBank National Association
Ohio
$360M -$2.13M -23,212 -0.6%
Truist Financial
23
Truist Financial
North Carolina
$350M +$86.1M +936,698 +33%
PPFA
24
Provida Pension Fund Administrator
Chile
$348M -$203M -1,520,206 -37%
RJFSA
25
Raymond James Financial Services Advisors
Florida
$335M -$14.3M -155,738 -4%
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