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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 %
IA
351
IFG Advisors
Missouri
$6.81M +$160K +2,275 +2%
IA
352
IFP Advisors
Florida
$6.81M +$1.41M +20,133 +26%
NPF
353
Norris Perne & French
Michigan
$6.78M +$1.22M +17,314 +22%
FHC
354
First Horizon Corporation
Tennessee
$6.74M +$6.74M +95,972 New
GIA
355
GHP Investment Advisors
Colorado
$6.73M -$132K -1,878 -2%
Retirement Systems of Alabama
356
Retirement Systems of Alabama
Alabama
$6.72M
LIA
357
LBMC Investment Advisors
Tennessee
$6.7M +$690K +9,819 +11%
LFS
358
Legacy Financial Strategies
Kansas
$6.68M -$803K -11,428 -11%
GLLW
359
Graves Light Lenhart Wealth
Virginia
$6.67M +$877K +12,488 +15%
CAI
360
Capital Advisors Inc
Oklahoma
$6.65M +$510K +7,269 +8%
CCA
361
Column Capital Advisors
Indiana
$6.61M -$384K -5,470 -5%
CG
362
CFO4Life Group
Texas
$6.58M -$167K -2,382 -2%
MG
363
Mather Group
Illinois
$6.57M +$6.18M +87,930 +1,564%
CPO
364
Cerity Partners OCIO
New York
$6.56M +$807K +11,497 +14%
ODIJL
365
One Day In July LLC
Vermont
$6.53M +$2.72M +38,772 +72%
SDAM
366
Shulman DeMeo Asset Management
New York
$6.45M -$313K -4,452 -5%
CA
367
Clearstead Advisors
Ohio
$6.39M -$78.3K -1,115 -1%
KWMG
368
King Wealth Management Group
Florida
$6.38M +$652K +9,288 +11%
IWP
369
Icon Wealth Partners
Texas
$6.37M +$383K +5,459 +6%
ISWM
370
Independent Solutions Wealth Management
New York
$6.29M -$201K -2,866 -3%
EWM
371
Evermay Wealth Management
Virginia
$6.21M -$280K -3,993 -4%
HF
372
Halpern Financial
Virginia
$6.19M +$498K +7,093 +9%
CIM
373
CIM Investment Management
Pennsylvania
$6.16M -$74.9K -1,067 -1%
FWP
374
FAS Wealth Partners
Kansas
$6.13M +$911K +12,967 +17%
HPWM
375
Highland Private Wealth Management
Washington
$6.12M +$26K +370 +0.4%