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iShares Core S&P Small-Cap ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
LSAG
226
Lake Street Advisors Group
New Hampshire
$17.6M -$200K -2,180 -1%
BOS
227
Bank of Stockton
California
$17.5M +$1.38M +14,998 +9%
Rockefeller Capital Management
228
Rockefeller Capital Management
New York
$17.1M +$1.58M +17,209 +10%
SMC
229
Smith, Moore & Co
Missouri
$17.1M -$568K -6,202 -3%
WWM
230
Windsor Wealth Management
Indiana
$17M +$1M +10,887 +6%
FWM
231
Fairhaven Wealth Management
Illinois
$17M +$386K +4,200 +2%
LP
232
LGL Partners
Pennsylvania
$16.9M -$542K -5,897 -3%
RFP
233
Roth Financial Partners
Texas
$16.4M +$16.4M +178,425 New
PFA
234
Pettinga Financial Advisors
Indiana
$16.3M -$2.98M -32,372 -15%
Bank of Montreal
235
Bank of Montreal
Ontario, Canada
$16.1M -$8.39M -85,473 -34%
OC
236
Oppenheimer & Co
New York
$16.1M +$281K +3,054 +2%
SFS
237
Summit Financial Strategies
Ohio
$16M -$386K -4,198 -2%
MA
238
Montag & Associates
Georgia
$16M +$8.92M +97,073 +126%
LNC
239
Lincoln National Corp
Pennsylvania
$15.9M +$47.1K +513 +0.3%
RJT
240
Raymond James Trust
Florida
$15.9M -$311K -3,379 -2%
KIG
241
Kowal Investment Group
Wisconsin
$15.9M +$15.9M +158,877 New
FFBTD
242
First Financial Bank - Trust Division
Ohio
$15.7M +$31.9K +347 +0.2%
ETS
243
ESL Trust Services
New York
$15.5M
Millennium Management
244
Millennium Management
New York
$15.5M +$10.3M +111,918 +198%
GGS
245
Galvin Gaustad & Stein
Arizona
$15.5M +$15.5M +168,142 New
HBT
246
Hills Bank & Trust
Iowa
$15.4M +$63K +685 +0.4%
GW
247
GW & Wade
Massachusetts
$15.2M +$2.86M +31,083 +23%
PMG
248
ProVise Management Group
Florida
$15.1M -$891K -9,696 -6%
IWMWV
249
Ironwood Wealth Management (West Virginia)
West Virginia
$15M +$15M +163,267 New
GG
250
Gofen & Glossberg
Illinois
$15M +$87.9K +956 +0.6%