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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 %
LWM
551
Liberty Wealth Management
California
$2.98M +$537K +7,648 +22%
TCM
552
Telos Capital Management
California
$2.97M -$48.3K -688 -2%
OIA
553
OneDigital Investment Advisors
Kansas
$2.97M -$890K -12,673 -23%
AFG
554
Arkansas Financial Group
Arkansas
$2.97M +$186K +2,647 +7%
ONB
555
Old National Bancorp
Indiana
$2.97M -$101K -1,436 -3%
PAG
556
Pinnacle Advisory Group
Maryland
$2.94M +$47.2K +672 +2%
DP
557
Denver PWM
Colorado
$2.94M -$44.7K -636 -1%
DCM
558
Davidson Capital Management
Texas
$2.92M +$92.7K +1,320 +3%
LFG
559
LifePlan Financial Group
Ohio
$2.92M +$67.3K +958 +2%
GSWM
560
Golden State Wealth Management
California
$2.9M +$2.9M +41,349 New
UF
561
Univest Financial
Pennsylvania
$2.88M -$1.62K -23 -0.1%
SEIA
562
Signature Estate & Investment Advisors
California
$2.88M +$138K +1,962 +5%
JWCA
563
J.W. Cole Advisors
Florida
$2.88M -$988K -14,061 -26%
LS
564
Liquid Strategies
Georgia
$2.86M -$6.75M -96,139 -70%
GCA
565
Greenwood Capital Associates
South Carolina
$2.84M +$1.2M +17,029 +73%
TSWM
566
Triangle Securities Wealth Management
North Carolina
$2.83M +$21.8K +310 +0.8%
NC
567
NewSquare Capital
Pennsylvania
$2.82M +$2.82M +40,095 +53,460%
HWA
568
Heritage Way Advisors
Illinois
$2.82M +$40.7K +580 +1%
FWIA
569
Fort Washington Investment Advisors
Ohio
$2.82M -$257K -3,665 -8%
FNT
570
First National Trust
Pennsylvania
$2.79M -$175K -2,492 -6%
VIM
571
Vista Investment Management
Pennsylvania
$2.79M -$24.4K -348 -0.9%
LWP
572
Legacy Wealth Partners
California
$2.78M +$136K +1,940 +5%
FTC
573
Farmers Trust Company
Ohio
$2.78M -$58.6K -835 -2%
WFA
574
Wellspring Financial Advisors
Ohio
$2.77M -$61K -868 -2%
AC
575
Alley Company
Illinois
$2.75M +$100K +1,425 +4%