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iShares Core S&P Small-Cap ETF

1,436 hedge funds and large institutions have $27.8B invested in iShares Core S&P Small-Cap ETF in 2020 Q2 according to their latest regulatory filings, with 153 funds opening new positions, 547 increasing their positions, 627 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,436
Holders Change
+56
Holders Change %
+4.06%
% of All Funds
29.52%
Holding in Top 10
209
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+4.5%
% of All Funds
4.3%
New
153
Increased
547
Reduced
627
Closed
87
Calls
$120M
Puts
$30.8M
Net Calls
+$89M
Net Calls Change
+$91.2M
Name Holding Trade Value Shares
Change
Shares
Change %
TCM
376
Towercrest Capital Management
Pennsylvania
$5.65M +$1.19M +17,471 +27%
PPA
377
Parametric Portfolio Associates
Washington
$5.65M -$862K -12,627 -13%
EC
378
Estate Counselors
Wisconsin
$5.64M -$1.46M -21,460 -21%
GLLW
379
Graves Light Lenhart Wealth
Virginia
$5.63M +$1.83M +26,859 +48%
CPO
380
Cerity Partners OCIO
New York
$5.6M -$2.76M -40,481 -33%
SBL
381
Sargent Bickham Lagudis
Colorado
$5.58M -$140K -2,054 -2%
KWMG
382
King Wealth Management Group
Florida
$5.56M +$5.31M +77,759 +2,090%
Rafferty Asset Management
383
Rafferty Asset Management
New York
$5.54M +$505K +7,400 +10%
LSERS
384
Louisiana State Employees Retirement System
Louisiana
$5.54M -$1.23M -18,000 -18%
HF
385
Halpern Financial
Virginia
$5.53M -$411K -6,024 -7%
FNBT
386
FineMark National Bank & Trust
Florida
$5.52M -$751K -10,995 -12%
CFA
387
Carroll Financial Associates
North Carolina
$5.5M -$826K -12,093 -13%
MIAN
388
Mariner Independent Advisor Network
Kansas
$5.45M -$1.11M -16,388 -17%
LWANC
389
Laurel Wealth Advisors (North Carolina)
North Carolina
$5.43M +$376K +5,508 +7%
NPF
390
Norris Perne & French
Michigan
$5.41M +$1.66M +24,264 +44%
SFG
391
Summit Financial Group
West Virginia
$5.39M -$40.7K -596 -0.7%
MCG
392
MACRO Consulting Group
New Jersey
$5.33M +$331K +4,844 +7%
TYCC
393
Texas Yale Capital Corp
Florida
$5.32M +$71.7K +1,050 +1%
LIA
394
LS Investment Advisors
Michigan
$5.3M -$765K -11,200 -13%
CCP
395
Cardan Capital Partners
Colorado
$5.29M -$1.34M -19,661 -20%
CGA
396
Crescent Grove Advisors
Illinois
$5.29M -$728K -10,664 -12%
CASB
397
Cape Ann Savings Bank
Massachusetts
$5.27M +$5.27M +77,140 New
WS
398
Wela Strategies
Georgia
$5.26M -$50.5K -739 -1%
PCIA
399
Prime Capital Investment Advisors
Kansas
$5.2M +$4.98M +72,945 +2,337%
TGAM
400
TBH Global Asset Management
Tennessee
$5.18M +$154K +2,253 +3%