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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 %
CA
526
Cornerstone Advisory
Maryland
$3.23M -$4.33M -63,388 -57%
CAM
527
Congress Asset Management
Massachusetts
$3.21M -$2.24M -32,742 -41%
BRC
528
BHF RG Capital
Arizona
$3.19M -$4.78M -69,921 -60%
SFG
529
SevenBridge Financial Group
Pennsylvania
$3.19M +$525K +7,694 +20%
SSWM
530
Sheets Smith Wealth Management
North Carolina
$3.18M +$1.64M +23,975 +106%
HSWM
531
Hubbell Strickland Wealth Management
Louisiana
$3.18M +$16.3K +239 +0.5%
APSP
532
Asset Planning Services (Pennsylvania)
Pennsylvania
$3.17M +$152K +2,231 +5%
CFD
533
Creative Financial Designs
Indiana
$3.16M +$335K +4,912 +12%
EFL
534
ERn Financial LLC
Wisconsin
$3.16M +$568K +8,319 +22%
JWBC
535
John W. Brooker & Co
California
$3.11M +$804K +11,772 +35%
QAM
536
QCI Asset Management
New York
$3.1M -$77K -1,127 -2%
BWA
537
BlueSky Wealth Advisors
North Carolina
$3.06M -$38.4K -563 -1%
DE
538
Day & Ennis
Georgia
$3.06M +$3.06M +44,767 New
SXL
539
Summit X LLC
Missouri
$3.05M +$2.66M +38,920 +685%
RW
540
RVW Wealth
California
$3.01M -$11.1M -162,523 -79%
FWIA
541
Fort Washington Investment Advisors
Ohio
$2.99M +$2.44M +35,665 +441%
ONB
542
Old National Bancorp
Indiana
$2.98M -$286K -4,184 -9%
1C
543
1623 Capital
Virginia
$2.98M +$171K +2,500 +6%
WA
544
Wealth Alliance
New York
$2.97M +$413K +6,051 +16%
CIR
545
Clear Investment Research
Georgia
$2.94M -$31.6K -462 -1%
TCM
546
Telos Capital Management
California
$2.93M -$60K -879 -2%
DWT
547
Dorsey & Whitney Trust
South Dakota
$2.92M -$567K -8,303 -16%
DC
548
Davenport & Co
Virginia
$2.91M -$750K -10,986 -20%
IIC
549
Integrated Investment Consultants
Michigan
$2.9M +$554K +11,186 +24%
DP
550
Denver PWM
Colorado
$2.9M +$243K +3,552 +9%