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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 %
LDB
651
Lee, Danner & Bass
Tennessee
$3.47M -$55.6K -605 -2%
CB
652
Commerce Bank
Missouri
$3.46M -$65.4K -712 -2%
TA
653
Tectonic Advisors
Texas
$3.46M +$3.46M +37,677 New
CCFM
654
Clear Creek Financial Management
Washington
$3.42M -$24.3M -264,281 -88%
NFG
655
Next Financial Group
Texas
$3.42M +$1.14M +12,422 +50%
SEIA
656
Signature Estate & Investment Advisors
California
$3.42M -$355K -3,865 -9%
SC
657
Sepio Capital
Utah
$3.41M +$1.65M +18,000 +94%
FWM
658
Frontier Wealth Management
Missouri
$3.41M -$43K -468 -1%
FTC
659
Farmers Trust Company
Ohio
$3.4M -$236K -2,565 -6%
TCOT
660
Trust Company of Toledo
Ohio
$3.39M +$1.48M +16,085 +77%
SL
661
SWMG LLC
Texas
$3.39M +$3.39M +34,167 New
TWM
662
Tradition Wealth Management
Minnesota
$3.39M +$3.39M +36,891 New
Cerity Partners
663
Cerity Partners
New York
$3.36M -$32.9K -358 -1%
FNT
664
First National Trust
Pennsylvania
$3.35M -$302K -3,287 -8%
APSP
665
Asset Planning Services (Pennsylvania)
Pennsylvania
$3.35M -$871K -9,473 -21%
ST
666
Spinnaker Trust
Maine
$3.33M
PWMAG
667
Pinnacle Wealth Management Advisory Group
New Jersey
$3.31M +$69.6K +757 +2%
SHIM
668
Stone House Investment Management
Pennsylvania
$3.29M -$3.61M -39,223 -52%
AFS
669
Aft Forsyth & Sober
Florida
$3.29M +$3.06M +33,275 +1,318%
RWMH
670
Riverpoint Wealth Management Holdings
Illinois
$3.28M -$113K -1,228 -3%
GTAM
671
Global Trust Asset Management
Florida
$3.27M +$121K +1,312 +4%
CPA
672
Clear Perspective Advisors
Illinois
$3.27M +$365K +3,972 +13%
LIM
673
Leavell Investment Management
Alabama
$3.26M -$39K -424 -1%
NL
674
NEPC LLC
Massachusetts
$3.25M +$180K +1,964 +6%
CIAS
675
Capital Investment Advisory Services
North Carolina
$3.25M +$350K +3,806 +12%