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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 %
SIAM
526
Sterling Investment Advisors (Missouri)
Missouri
$3.39M +$52.7K +751 +2%
TPSF
527
Texas Permanent School Fund
Texas
$3.37M -$700K -9,962 -17%
BFEC
528
Benjamin F. Edwards & Company
Missouri
$3.36M +$432K +6,154 +15%
BWA
529
BlueSky Wealth Advisors
North Carolina
$3.35M -$45.3K -598 -1%
PA
530
Parallel Advisors
California
$3.32M -$563K -8,016 -14%
RTS
531
Round Table Services
New Jersey
$3.3M -$417K -5,940 -11%
SFG
532
SevenBridge Financial Group
Pennsylvania
$3.3M +$20.1K +286 +0.6%
SSWM
533
Sheets Smith Wealth Management
North Carolina
$3.26M -$7.73K -110 -0.2%
CIC
534
Carnegie Investment Counsel
Ohio
$3.25M -$304K -4,327 -9%
APSP
535
Asset Planning Services (Pennsylvania)
Pennsylvania
$3.22M -$32.6K -464 -1%
WA
536
Wealth Alliance
New York
$3.16M +$112K +1,596 +4%
SBWM
537
Sunflower Bank Wealth Management
Arizona
$3.16M -$435K -6,193 -12%
HSWM
538
Hubbell Strickland Wealth Management
Louisiana
$3.15M -$121K -1,721 -4%
CIR
539
Clear Investment Research
Georgia
$3.12M +$97K +1,381 +3%
MPCG
540
Matrix Private Capital Group
New York
$3.1M +$246K +3,504 +9%
RW
541
RVW Wealth
California
$3.08M -$7.8K -111 -0.3%
SCA
542
Stokes Capital Advisors
South Carolina
$3.03M -$299K -4,253 -9%
QAM
543
QCI Asset Management
New York
$3.02M -$168K -2,387 -5%
CAM
544
Congress Asset Management
Massachusetts
$3.02M -$277K -3,950 -8%
WP
545
WealthShield Partners
North Carolina
$3.01M +$395K +5,618 +15%
DWT
546
Dorsey & Whitney Trust
South Dakota
$3.01M
EIP
547
Ellis Investment Partners
Pennsylvania
$3M -$8.92K -127 -0.3%
MFG
548
Merit Financial Group
Georgia
$2.99M +$55.8K +795 +2%
GA
549
GFS Advisors
Texas
$2.99M +$361K +5,137 +14%
PGFC
550
Peapack-Gladstone Financial Corp
New Jersey
$2.99M +$343K +4,888 +13%