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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 %
RIA
451
Realta Investment Advisors
Delaware
$3.43M +$375K +6,687 +12%
Mackenzie Financial
452
Mackenzie Financial
Ontario, Canada
$3.41M +$247K +4,400 +8%
HSBC Holdings
453
HSBC Holdings
United Kingdom
$3.41M +$11.1K +197 +0.3%
NF
454
Nikulski Financial
Iowa
$3.39M -$70.8K -1,261 -2%
LIA
455
LBMC Investment Advisors
Tennessee
$3.39M -$1.07K -19 -0%
EA
456
Elm Advisors
California
$3.38M +$10.4K +185 +0.3%
ONST
457
Old North State Trust
North Carolina
$3.37M -$1.57M -27,926 -32%
SIA
458
Starfire Investment Advisers
Michigan
$3.37M -$213K -3,803 -6%
AA
459
Ancora Advisors
Ohio
$3.37M +$8.59K +153 +0.3%
WCM
460
Windsor Capital Management
Arizona
$3.36M -$116K -2,060 -3%
CWA
461
Clarity Wealth Advisors
California
$3.36M +$27.9K +498 +0.8%
FTI
462
Fiduciary Trust International
Massachusetts
$3.36M -$1.89M -33,767 -36%
NAM
463
North American Management
Massachusetts
$3.35M +$475K +8,469 +17%
SG
464
StoneX Group
New York
$3.32M +$963K +17,158 +41%
FNT
465
First National Trust
Pennsylvania
$3.31M -$157K -2,790 -5%
HMC
466
Harvard Management Company
Massachusetts
$3.31M -$106K -1,882 -3%
NFC
467
Northeast Financial Consultants
Connecticut
$3.25M +$42.6K +760 +1%
PBO
468
Peoples Bank (Ohio)
Ohio
$3.24M +$28.1K +501 +0.9%
AC
469
Apella Capital
Connecticut
$3.24M +$3.24M +57,792 New
CG
470
Cynosure Group
Utah
$3.24M -$454K -8,084 -12%
JFGIW
471
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$3.23M -$1.63M -29,121 -34%
ATPW
472
Ashton Thomas Private Wealth
Arizona
$3.19M -$326K -5,814 -9%
CIA
473
Choate Investment Advisors
Massachusetts
$3.17M -$23.2M -413,057 -88%
WDL
474
Well Done LLC
Michigan
$3.17M -$4.66M -83,114 -60%
MWC
475
MKD Wealth Coaches
Michigan
$3.16M -$118K -2,107 -4%