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iShares Core S&P Small-Cap ETF

1,450 hedge funds and large institutions have $29.1B invested in iShares Core S&P Small-Cap ETF in 2020 Q3 according to their latest regulatory filings, with 100 funds opening new positions, 584 increasing their positions, 611 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,450
Holders Change
+14
Holders Change %
+0.97%
% of All Funds
29.33%
Holding in Top 10
207
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-0.96%
% of All Funds
4.19%
New
100
Increased
584
Reduced
611
Closed
70
Calls
$174M
Puts
$51.8M
Net Calls
+$122M
Net Calls Change
+$33.1M
Name Holding Trade Value Shares
Change
Shares
Change %
PMG
226
ProVise Management Group
Florida
$12.2M +$74K +1,053 +0.6%
AWM
227
Apollon Wealth Management
South Carolina
$12.2M +$22.5K +321 +0.2%
EH
228
Equitable Holdings
New York
$12.2M +$297K +4,231 +3%
LNC
229
Lincoln National Corp
Pennsylvania
$12.1M -$270K -3,850 -2%
OC
230
Oppenheimer & Co
New York
$12.1M -$54K -769 -0.4%
EIG
231
Ellenbecker Investment Group
Wisconsin
$12M +$1.26M +17,975 +12%
FFBTD
232
First Financial Bank - Trust Division
Ohio
$12M -$419K -5,966 -3%
Rockefeller Capital Management
233
Rockefeller Capital Management
New York
$11.9M +$740K +10,537 +7%
ETS
234
ESL Trust Services
New York
$11.9M +$45.7K +650 +0.4%
HBT
235
Hills Bank & Trust
Iowa
$11.7M +$2.48M +35,340 +27%
CA
236
Capital Advantage
California
$11.6M +$36.9K +495 +0.3%
IWS
237
Insight Wealth Strategies
California
$11.4M +$5.25M +74,772 +85%
GG
238
Gofen & Glossberg
Illinois
$11.4M -$657K -9,354 -5%
Natixis Advisors
239
Natixis Advisors
Massachusetts
$11M +$1.67M +23,832 +18%
T
240
TrueFG
Texas
$11M +$185K +2,630 +2%
RCA
241
Resonant Capital Advisors
Wisconsin
$10.9M +$103K +1,464 +1%
HSBC Holdings
242
HSBC Holdings
United Kingdom
$10.8M +$65K +926 +0.6%
AI
243
Atria Investments
North Carolina
$10.8M +$2.14M +30,444 +25%
SBSB
244
Sullivan, Bruyette, Speros & Blaney
Virginia
$10.7M +$99K +1,409 +0.9%
A
245
AdvicePeriod
California
$10.7M +$835K +11,888 +8%
NEPPG
246
New England Professional Planning Group
Rhode Island
$10.6M -$13.5K -177 -0.1%
SPP
247
Single Point Partners
Massachusetts
$10.6M +$948K +13,498 +10%
KLI
248
Kelman-Lazarov Inc
Tennessee
$10.6M -$24.4K -348 -0.2%
AWE
249
Avidian Wealth Enterprises
Texas
$10.6M -$752K -10,714 -7%
Prudential Financial
250
Prudential Financial
New Jersey
$10.3M +$1.11M +15,751 +12%