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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 %
BFO
251
Boston Family Office
Massachusetts
$10.3M -$643K -9,154 -6%
SAS
252
Sage Advisory Services
Texas
$10.2M +$8.77M +124,931 +595%
LFS
253
Lutz Financial Services
Nebraska
$10.2M -$279K -3,977 -3%
MHS
254
M Holdings Securities
Oregon
$10.2M +$423K +6,017 +4%
CTC
255
Central Trust Company
Missouri
$10.1M -$1.93M -27,461 -16%
FANJ
256
Financial Architects (New Jersey)
New Jersey
$10.1M -$536K -7,630 -5%
MA
257
MCF Advisors
Kentucky
$10M -$165K -2,354 -2%
CBB
258
Citizens Business Bank
California
$9.99M -$498K -7,089 -5%
ASN
259
Advisory Services Network
Georgia
$9.91M -$562 -8 -0%
ST
260
Smithfield Trust
Pennsylvania
$9.87M +$1.96M +27,868 +25%
HI
261
Hudock Inc
Pennsylvania
$9.86M +$269K +3,834 +3%
QCG
262
Quadrant Capital Group
Ohio
$9.85M +$1.05M +14,960 +12%
FVWA
263
Foster Victor Wealth Advisors
South Carolina
$9.82M +$945K +13,450 +11%
NCM
264
Noesis Capital Mangement
Florida
$9.69M -$109K -1,545 -1%
FFS
265
Founders Financial Securities
Maryland
$9.64M +$1.94M +27,557 +25%
SAM
266
Summit Asset Management
Tennessee
$9.58M +$70 +1 +0%
MAS
267
Managed Account Services
Florida
$9.54M -$757K -9,876 -7%
PFM
268
Phillips Financial Management
Indiana
$9.54M -$40.3K -574 -0.4%
VVP
269
Venture Visionary Partners
Ohio
$9.52M +$560K +7,851 +6%
GW
270
GW & Wade
Massachusetts
$9.44M +$210K +2,989 +2%
CB
271
Community Bank
New York
$9.43M +$54.1K +770 +0.6%
SIC
272
Shoker Investment Counsel
Ohio
$9.37M -$126K -1,792 -1%
JIC
273
Johnson Investment Counsel
Ohio
$9.37M +$22.2K +316 +0.2%
EVM
274
Eaton Vance Management
Massachusetts
$9.34M -$167K -2,374 -2%
MSA
275
Marino Stram & Associates
Massachusetts
$9.3M -$302K -4,343 -3%