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iShares Core S&P Small-Cap ETF

1,722 hedge funds and large institutions have $40B invested in iShares Core S&P Small-Cap ETF in 2020 Q4 according to their latest regulatory filings, with 340 funds opening new positions, 665 increasing their positions, 568 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,722
Holders Change
+272
Holders Change %
+18.76%
% of All Funds
30.55%
Holding in Top 10
290
Holding in Top 10 Change
+83
Holding in Top 10 Change %
+40.1%
% of All Funds
5.15%
New
340
Increased
665
Reduced
568
Closed
42
Calls
$264M
Puts
$124M
Net Calls
+$139M
Net Calls Change
+$17.4M
Name Holding Trade Value Shares
Change
Shares
Change %
GL
501
Graypoint LLC
New York
$5.89M +$1.11M +12,048 +23%
SIA
502
Soltis Investment Advisors
Utah
$5.88M +$319K +3,467 +6%
AF
503
Affiance Financial
Minnesota
$5.83M -$116K -1,260 -2%
OWA
504
Outlook Wealth Advisors
Texas
$5.78M +$5.37M +58,480 +1,338%
WSTAM
505
Wilbanks Smith & Thomas Asset Management
Virginia
$5.73M +$592K +6,439 +12%
C
506
Certuity
Florida
$5.71M +$194K +2,106 +4%
LWA
507
Lineweaver Wealth Advisors
Ohio
$5.69M -$3.43M -37,304 -38%
PBO
508
Peoples Bank (Ohio)
Ohio
$5.65M +$278K +3,023 +5%
AWM
509
AAF Wealth Management
Massachusetts
$5.64M +$5.64M +61,372 New
BA
510
Ballew Advisors
Mississippi
$5.63M -$209K -2,133 -4%
GDP
511
Great Diamond Partners
Maine
$5.62M -$11.5K -125 -0.2%
SFS
512
Sowell Financial Services
Arkansas
$5.61M +$227K +2,466 +4%
TIM
513
Tortoise Investment Management
New York
$5.6M -$133K -1,443 -2%
FHA
514
Flagship Harbor Advisors
Massachusetts
$5.59M +$821K +8,931 +17%
WAAG
515
Wealth Alliance Advisory Group
Kansas
$5.55M -$5.06M -55,076 -48%
SWA
516
Stratos Wealth Advisors
Ohio
$5.45M +$258K +2,809 +5%
PEA
517
Pacific Edge Advisors
California
$5.45M -$153K -1,670 -3%
MFM
518
Mirsky Financial Management
New York
$5.4M -$281K -3,058 -5%
HA
519
HYA Advisors
Missouri
$5.39M -$159K -1,734 -3%
PCA
520
Personal Capital Advisors
California
$5.36M +$82.3K +896 +2%
ABC
521
Associated Banc-Corp
Wisconsin
$5.34M -$174K -1,898 -3%
HR
522
Howe & Rusling
New York
$5.33M -$997K -10,850 -16%
WCM
523
Windsor Capital Management
Arizona
$5.29M -$144K -1,562 -3%
ATPW
524
Ashton Thomas Private Wealth
Arizona
$5.2M +$642K +6,986 +14%
Luther King Capital Management (LKCM)
525
Luther King Capital Management (LKCM)
Texas
$5.19M -$3.68M