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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 %
RA
476
RFG Advisory
Alabama
$4.1M +$1.81M +25,783 +79%
AC
477
Apella Capital
Connecticut
$4.09M +$3.02K +43 +0.1%
RIA
478
Realta Investment Advisors
Delaware
$4.08M -$128K -1,829 -3%
IWM
479
IHT Wealth Management
Illinois
$4.07M -$421K -5,989 -9%
PA
480
PSI Advisors
Florida
$4.06M -$195K -2,784 -5%
PCA
481
Personal Capital Advisors
California
$4.03M -$470K -6,687 -10%
SFA
482
Stewardship Financial Advisors
Georgia
$4.01M +$8.85K +126 +0.2%
FFW
483
Fusion Family Wealth
New York
$3.99M -$386K -5,494 -9%
SWA
484
Stratos Wealth Advisors
Ohio
$3.97M +$41.6K +593 +1%
BCM
485
Boltwood Capital Management
California
$3.94M -$56.3K -802 -1%
WSTAM
486
Wilbanks Smith & Thomas Asset Management
Virginia
$3.93M +$101K +1,436 +3%
Qube Research & Technologies (QRT)
487
Qube Research & Technologies (QRT)
United Kingdom
$3.92M -$3.21M -45,752 -45%
RFN
488
RDA Financial Network
Iowa
$3.91M -$189K -2,685 -5%
EA
489
Elm Advisors
California
$3.87M -$152K -2,160 -4%
GLA
490
Good Life Advisors
Pennsylvania
$3.86M -$291K -4,138 -7%
EWA
491
EP Wealth Advisors
California
$3.81M -$683K -9,730 -15%
BCMO
492
Buckingham Capital Management (Ohio)
Ohio
$3.81M -$150K -2,142 -4%
NAM
493
NTV Asset Management
West Virginia
$3.8M +$77.2K +1,100 +2%
1C
494
1623 Capital
Virginia
$3.79M +$726K +10,343 +24%
CAM
495
Concorde Asset Management
Michigan
$3.79M +$1.5M +21,384 +66%
CWM
496
Cornerstone Wealth Management
Missouri
$3.78M +$847K +12,054 +29%
FG
497
Fiduciary Group
Georgia
$3.78M +$343K +4,883 +10%
Wellington Management Group
498
Wellington Management Group
Massachusetts
$3.75M -$170K -2,414 -4%
W
499
WealthStone
Ohio
$3.72M -$690K -9,829 -16%
LFAS
500
Level Four Advisory Services
Texas
$3.72M -$557K -7,925 -13%