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iShares Core S&P Small-Cap ETF

1,380 hedge funds and large institutions have $21.5B invested in iShares Core S&P Small-Cap ETF in 2020 Q1 according to their latest regulatory filings, with 84 funds opening new positions, 543 increasing their positions, 655 reducing their positions, and 237 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,380
Holders Change
-176
Holders Change %
-11.31%
% of All Funds
30.48%
Holding in Top 10
200
Holding in Top 10 Change
-74
Holding in Top 10 Change %
-27.01%
% of All Funds
4.42%
New
84
Increased
543
Reduced
655
Closed
237
Calls
$24.3M
Puts
$26.6M
Net Calls
-$2.23M
Net Calls Change
-$60.5M
Name Holding Trade Value Shares
Change
Shares
Change %
BWAM
651
Boyd Watterson Asset Management
Ohio
$1.62M +$94.3K +1,680 +6%
GWMIA
652
Global Wealth Management Investment Advisory
Florida
$1.62M +$583K +10,388 +56%
CF
653
Corrigan Financial
Rhode Island
$1.61M -$104K -1,862 -6%
IWP
654
IAG Wealth Partners
Wisconsin
$1.61M -$661K -11,776 -29%
NPT
655
Nixon Peabody Trust
Massachusetts
$1.6M +$50K +891 +3%
WPIC
656
White Pine Investment Company
Michigan
$1.6M +$107K +1,908 +7%
V
657
VeraBank
Texas
$1.59M -$26.8K -478 -2%
PP
658
PrairieView Partners
Minnesota
$1.59M +$116K +2,072 +8%
ST
659
Sabal Trust
Florida
$1.58M -$337K -6,000 -18%
TFCP
660
Twin Focus Capital Partners
Massachusetts
$1.57M +$135K +2,404 +9%
BCWM
661
Blue Chip Wealth Management
Florida
$1.57M -$292K -5,200 -16%
BAM
662
Berkshire Asset Management
Pennsylvania
$1.57M -$839K -14,949 -35%
LWA
663
Lineweaver Wealth Advisors
Ohio
$1.56M -$1.06K -19 -0.1%
PWW
664
Pettyjohn Wood & White
Virginia
$1.56M +$92.3K +1,645 +6%
BBHC
665
Brown Brothers Harriman & Co
New York
$1.56M +$511K +9,110 +49%
CI
666
CX Institutional
Indiana
$1.55M +$1.54M +27,521 +94,900%
AIP
667
Ameritas Investment Partners
Nebraska
$1.53M +$3.2K +57 +0.2%
SAM
668
Shone Asset Management
California
$1.5M +$1.5M +23,988 New
CNB
669
Camden National Bank
Maine
$1.5M +$177K +3,151 +13%
FC
670
Ferris Capital
Massachusetts
$1.5M -$198K -3,526 -12%
9WM
671
9258 Wealth Management
Ohio
$1.47M -$302K -4,938 -17%
NFG
672
Next Financial Group
Texas
$1.47M +$202K +3,604 +16%
ACM
673
Alpha Capital Management
Texas
$1.45M +$134K +2,390 +10%
BPB
674
Badgley, Phelps & Bell
Washington
$1.45M +$1.45M +25,782 New
Jane Street
675
Jane Street
New York
$1.44M -$2.22M -39,518 -61%