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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 %
WWM
501
Western Wealth Management
Colorado
$3.68M +$81.3K +1,190 +2%
NAM
502
NTV Asset Management
West Virginia
$3.62M -$1.45M -21,252 -29%
HMC
503
Harvard Management Company
Massachusetts
$3.62M -$409K -5,993 -10%
RTS
504
Round Table Services
New Jersey
$3.62M +$1.39M +20,413 +63%
HPC
505
Hobart Private Capital
North Carolina
$3.61M +$3.61M +52,917 New
NFG
506
NewFocus Financial Group
Washington
$3.61M +$2.06M +30,122 +133%
NSLI
507
Nan Shan Life Insurance
Taiwan
$3.55M +$3.55M +52,000 New
TSA
508
Tri-Star Advisors
Texas
$3.54M +$3.54M +50,715 New
ATPW
509
Ashton Thomas Private Wealth
Arizona
$3.51M -$376K -5,500 -10%
FHA
510
Flagship Harbor Advisors
Massachusetts
$3.51M +$596K +8,734 +21%
IA
511
IFG Advisory
Georgia
$3.5M +$49.2K +720 +1%
SBWM
512
Sunflower Bank Wealth Management
Arizona
$3.49M -$15.7K -230 -0.4%
CIC
513
Carnegie Investment Counsel
Ohio
$3.46M -$136K -1,996 -4%
RRC
514
Relaxing Retirement Coach
Massachusetts
$3.45M -$2.16M -31,580 -38%
PFG
515
Pacific Financial Group
Washington
$3.44M -$7.74K -138 -0.2%
LA
516
Lynch & Associates
Indiana
$3.39M -$255K -3,737 -7%
MCM
517
Magnolia Capital Management
New York
$3.38M -$110K -1,610 -3%
CCM
518
Canal Capital Management
Virginia
$3.35M -$104K -1,516 -3%
FG
519
Fiduciary Group
Georgia
$3.34M +$275K +4,030 +9%
CPC
520
Consolidated Planning Corp
Georgia
$3.34M +$438K +6,414 +15%
FWCM
521
Ferguson Wellman Capital Management
Oregon
$3.33M -$1.47M -21,560 -31%
PFS
522
Prospera Financial Services
Texas
$3.31M +$28.3K +414 +0.9%
ECM
523
Evergreen Capital Management
Washington
$3.29M +$2.21M +32,402 +205%
SIAM
524
Sterling Investment Advisors (Missouri)
Missouri
$3.25M +$167K +2,443 +5%
SCA
525
Stokes Capital Advisors
South Carolina
$3.24M -$211K -3,083 -6%