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iShares Core S&P Small-Cap ETF

1,380 hedge funds and large institutions have $21.5B invested in iShares Core S&P Small-Cap ETF in 2020 Q1 according to their latest regulatory filings, with 84 funds opening new positions, 543 increasing their positions, 655 reducing their positions, and 237 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,380
Holders Change
-176
Holders Change %
-11.31%
% of All Funds
30.48%
Holding in Top 10
200
Holding in Top 10 Change
-74
Holding in Top 10 Change %
-27.01%
% of All Funds
4.42%
New
84
Increased
543
Reduced
655
Closed
237
Calls
$24.3M
Puts
$26.6M
Net Calls
-$2.23M
Net Calls Change
-$60.5M
Name Holding Trade Value Shares
Change
Shares
Change %
HR
426
Howe & Rusling
New York
$3.72M +$616K +10,982 +20%
VIP
427
Vantage Investment Partners
Missouri
$3.71M
DCM
428
DeGreen Capital Management
Arizona
$3.7M -$206K -3,675 -5%
OCM
429
One Capital Management
California
$3.69M +$1.03M +18,289 +39%
SFS
430
Sowell Financial Services
Arkansas
$3.68M +$453K +8,077 +14%
CC
431
Courier Capital
New York
$3.67M +$46.6K +819 +1%
OIA
432
OneDigital Investment Advisors
Kansas
$3.67M +$74.7K +1,332 +2%
HC
433
HNP Capital
New York
$3.67M +$3.67M +64,566 New
TCM
434
Towercrest Capital Management
Pennsylvania
$3.67M +$393 +7 +0%
BNP Paribas Financial Markets
435
BNP Paribas Financial Markets
France
$3.66M +$2.02M +35,995 +123%
WP
436
WealthSource Partners
California
$3.62M -$388K -6,924 -10%
LFAS
437
Level Four Advisory Services
Texas
$3.61M -$467K -8,315 -11%
GWM
438
Greenwich Wealth Management
Connecticut
$3.58M -$875K -15,595 -20%
BSAM
439
Blue Square Asset Management
New York
$3.56M +$1.23M +21,887 +53%
PWA
440
Physician Wealth Advisors
Utah
$3.56M +$480K +8,376 +16%
HA
441
HYA Advisors
Missouri
$3.55M +$44.8K +798 +1%
GLA
442
Good Life Advisors
Pennsylvania
$3.53M -$5.62M -99,967 -61%
PA
443
PSI Advisors
Florida
$3.51M -$516K -9,245 -13%
MNBTD
444
Moody National Bank Trust Division
Texas
$3.48M +$168K +2,990 +5%
TPWA
445
TRUE Private Wealth Advisors
Oregon
$3.48M -$162K -2,894 -4%
MBT
446
Montecito Bank & Trust
California
$3.46M -$2.58K -46 -0.1%
CCMG
447
Clark Capital Management Group
Pennsylvania
$3.46M -$709K -12,641 -17%
BCMO
448
Buckingham Capital Management (Ohio)
Ohio
$3.46M -$186K -3,321 -5%
MI
449
Moneywise Inc
Virginia
$3.45M +$604K +10,770 +21%
PFG
450
Pacific Financial Group
Washington
$3.45M -$50.3M -896,243 -94%