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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 %
ONST
426
Old North State Trust
North Carolina
$4.67M +$568K +8,322 +14%
SMG
427
Spectrum Management Group
Indiana
$4.67M +$3.7M +54,221 +384%
Kovitz Investment Group Partners
428
Kovitz Investment Group Partners
Illinois
$4.66M
William Blair & Company
429
William Blair & Company
Illinois
$4.66M -$258K -3,781 -5%
CC
430
Courier Capital
New York
$4.63M +$257K +3,790 +6%
BWA
431
BDO Wealth Advisors
Florida
$4.6M -$70.7K -1,035 -2%
MI
432
Moneywise Inc
Virginia
$4.6M +$398K +5,835 +9%
HR
433
Howe & Rusling
New York
$4.57M +$47.5K +695 +1%
JA
434
JVL Associates
Michigan
$4.57M +$3.29M +48,202 +257%
HH
435
HWG Holdings
Texas
$4.54M +$4.54M +66,507 New
LF
436
Lee Financial
Texas
$4.53M -$9.97M -145,982 -69%
WIA
437
World Investment Advisors
California
$4.52M +$1.9M +25,061 +73%
VIP
438
Vantage Investment Partners
Missouri
$4.51M
MNBTD
439
Moody National Bank Trust Division
Texas
$4.51M +$272K +3,977 +6%
CSIC
440
Clifford Swan Investment Counsel
California
$4.5M +$2.27M +33,188 +101%
AF
441
Affiance Financial
Minnesota
$4.49M -$60.7K -889 -1%
PFA
442
Pure Financial Advisors
California
$4.45M -$999K -14,627 -18%
HA
443
HYA Advisors
Missouri
$4.44M +$119K +1,745 +3%
PEA
444
Pacific Edge Advisors
California
$4.42M +$4.42M +64,780 New
NAM
445
North American Management
Massachusetts
$4.39M +$309K +4,523 +8%
PCA
446
Personal Capital Advisors
California
$4.38M -$17.3M -253,470 -80%
EWA
447
EP Wealth Advisors
California
$4.37M -$2.1M -30,821 -33%
IWM
448
IHT Wealth Management
Illinois
$4.37M -$768K -11,243 -15%
AIC
449
Ameritas Investment Company
Nebraska
$4.36M -$7.64M -111,926 -64%
EPP
450
ETF Portfolio Partners
Kansas
$4.34M -$553K -8,096 -11%