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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 %
Mackenzie Financial
476
Mackenzie Financial
Ontario, Canada
$4M -$143K -2,100 -3%
Luther King Capital Management (LKCM)
477
Luther King Capital Management (LKCM)
Texas
$4M -$5.51M
RFN
478
RDA Financial Network
Iowa
$3.99M +$352K +5,156 +10%
NF
479
Nikulski Financial
Iowa
$3.99M -$139K -2,039 -3%
AC
480
Apella Capital
Connecticut
$3.97M +$24K +351 +0.6%
BBNA
481
Bremer Bank National Association
Minnesota
$3.97M -$1.38M -20,245 -26%
TPSF
482
Texas Permanent School Fund
Texas
$3.96M -$1.45M -21,200 -27%
EA
483
Elm Advisors
California
$3.91M -$207K -3,025 -5%
SFA
484
Stewardship Financial Advisors
Georgia
$3.89M -$3.2M -46,894 -45%
BCM
485
Boltwood Capital Management
California
$3.88M +$76K +1,113 +2%
WI
486
Wintrust Investments
Illinois
$3.87M +$32.6K +478 +0.9%
BCMO
487
Buckingham Capital Management (Ohio)
Ohio
$3.85M -$355K -5,193 -8%
SWA
488
Stratos Wealth Advisors
Ohio
$3.82M +$56.5K +827 +2%
Wellington Management Group
489
Wellington Management Group
Massachusetts
$3.81M +$3.81M +55,800 New
FTI
490
Fiduciary Trust International
Massachusetts
$3.81M -$275K -4,029 -7%
P
491
&Partners
Tennessee
$3.79M +$932K +13,493 +33%
TRCT
492
Tower Research Capital (TRC)
New York
$3.78M +$3.78M +55,361 New
PA
493
Parallel Advisors
California
$3.78M -$2.8M -41,076 -43%
JWCA
494
J.W. Cole Advisors
Florida
$3.76M +$3.76M +55,040 New
OIA
495
OneDigital Investment Advisors
Kansas
$3.75M -$720K -10,547 -16%
GWM
496
Greenwich Wealth Management
Connecticut
$3.75M -$607K -8,883 -14%
WSTAM
497
Wilbanks Smith & Thomas Asset Management
Virginia
$3.72M +$19.2K +281 +0.5%
ODIJL
498
One Day In July LLC
Vermont
$3.7M +$2.49M +36,467 +206%
RhumbLine Advisers
499
RhumbLine Advisers
Massachusetts
$3.7M +$2.18M +31,860 +143%
BWFA
500
Baltimore-Washington Financial Advisors
Maryland
$3.69M +$45.4K +665 +1%