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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 %
APA
376
American Portfolios Advisors
New York
$6.1M -$205K -2,921 -3%
CIC
377
Cornercap Investment Counsel
Georgia
$6.07M +$6.07M +86,478 New
MC
378
Middleton & Co
Massachusetts
$6.02M -$54.1K -771 -0.9%
KPWS
379
Kestra Private Wealth Services
Texas
$6.01M +$6.01M +84,655 New
MWM
380
Marietta Wealth Management
Georgia
$6M -$353K -5,023 -6%
ACB
381
Aristotle Capital Boston
Massachusetts
$5.99M -$4.41M -62,761 -42%
FFN
382
Focus Financial Network
Minnesota
$5.96M +$127K +1,810 +2%
MCG
383
MACRO Consulting Group
New Jersey
$5.96M +$328K +4,535 +6%
CGI
384
Cougar Global Investments
Ontario, Canada
$5.9M -$712K -10,146 -11%
CS
385
Credit Suisse
Switzerland
$5.88M +$1.54M +21,896 +35%
KPWG
386
KFA Private Wealth Group
Virginia
$5.79M +$1.6M +22,852 +38%
PPA
387
Parametric Portfolio Associates
Washington
$5.78M -$25.9K -369 -0.4%
USAA
388
United Services Automobile Association
Texas
$5.78M -$39.7M -565,867 -87%
CCM
389
Condor Capital Management
New Jersey
$5.75M -$140K -1,991 -2%
CFA
390
Carroll Financial Associates
North Carolina
$5.73M +$76.1K +1,083 +1%
P
391
&Partners
Tennessee
$5.69M +$1.84M +26,205 +48%
BOTW
392
Bank of the West
California
$5.68M -$846K -12,045 -13%
LWANC
393
Laurel Wealth Advisors (North Carolina)
North Carolina
$5.68M +$98.9K +1,408 +2%
HI
394
Human Investing
Oregon
$5.65M -$4.62M -65,720 -45%
SBL
395
Sargent Bickham Lagudis
Colorado
$5.64M -$104K -1,483 -2%
BPA
396
Beacon Pointe Advisors
California
$5.58M -$2.93M -41,774 -34%
MCA
397
Magnolia Capital Advisors
Mississippi
$5.58M +$4.06M +57,807 +268%
CC
398
Courier Capital
New York
$5.57M +$370K +4,865 +7%
HH
399
HWG Holdings
Texas
$5.57M +$898K +12,792 +19%
SG
400
StoneX Group
New York
$5.52M +$396K +5,644 +8%