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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 %
FNBT
426
FineMark National Bank & Trust
Florida
$4.97M -$711K -10,118 -13%
BRM
427
Boston Research & Management
Massachusetts
$4.89M +$59.3K +844 +1%
BFM
428
Boston Financial Management
Massachusetts
$4.85M -$331K -4,715 -6%
HR
429
Howe & Rusling
New York
$4.84M +$132K +1,883 +3%
JA
430
JVL Associates
Michigan
$4.83M +$130K +1,845 +3%
BRWA
431
B. Riley Wealth Advisors
Florida
$4.83M +$590K +8,418 +14%
Brown Advisory
432
Brown Advisory
Maryland
$4.83M -$324K -4,611 -6%
BWA
433
BDO Wealth Advisors
Florida
$4.82M +$91.4K +1,302 +2%
PFM
434
Peak Financial Management
Massachusetts
$4.8M -$14.8K -211 -0.3%
RWA
435
Redhawk Wealth Advisors
Minnesota
$4.79M -$199K -2,828 -4%
Kovitz Investment Group Partners
436
Kovitz Investment Group Partners
Illinois
$4.79M
RRC
437
Relaxing Retirement Coach
Massachusetts
$4.75M +$1.21M +17,189 +34%
MI
438
Moneywise Inc
Virginia
$4.72M -$4.64K -66 -0.1%
Wealth Enhancement Advisory Services
439
Wealth Enhancement Advisory Services
Minnesota
$4.72M +$50.2K +656 +1%
ONST
440
Old North State Trust
North Carolina
$4.71M -$90.3K -1,285 -2%
LWA
441
LWS Wealth Advisors
New Jersey
$4.7M -$202K -2,881 -4%
HPC
442
Hobart Private Capital
North Carolina
$4.68M +$960K +13,665 +26%
AC
443
Asio Capital
Kentucky
$4.66M +$538K +7,655 +13%
CSIC
444
Clifford Swan Investment Counsel
California
$4.65M +$21.1K +301 +0.5%
NFG
445
NewFocus Financial Group
Washington
$4.65M +$937K +13,336 +25%
VIP
446
Vantage Investment Partners
Missouri
$4.64M
MNBTD
447
Moody National Bank Trust Division
Texas
$4.64M
OCPWS
448
One Charles Private Wealth Services
Massachusetts
$4.55M +$164K +2,330 +4%
AF
449
Affiance Financial
Minnesota
$4.54M -$71.3K -1,015 -2%
SCA
450
Snowden Capital Advisors
New York
$4.43M -$2.61M -37,167 -37%