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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 %
PWW
676
Pettyjohn Wood & White
Virginia
$1.95M +$28.4K +405 +1%
RHBC
677
R.H. Bluestein & Co
Michigan
$1.92M -$7.94K -113 -0.4%
AC
678
Abbrea Capital
California
$1.9M -$315K -4,488 -14%
CCM
679
Colorado Capital Management
Colorado
$1.89M +$12.4K +176 +0.7%
PFA
680
Pathway Financial Advisors
Vermont
$1.88M +$45.4K +637 +2%
V
681
VeraBank
Texas
$1.87M -$70.4K -1,002 -4%
BCWM
682
Blue Chip Wealth Management
Florida
$1.87M -$17.7K -252 -0.9%
AWM
683
Alterna Wealth Management
Texas
$1.85M +$1.85M +26,367 New
Chevy Chase Trust
684
Chevy Chase Trust
Maryland
$1.85M +$181K +2,577 +11%
BHWM
685
Bay Harbor Wealth Management
Maryland
$1.84M +$377K +5,368 +26%
NCM
686
Next Capital Management
New York
$1.84M -$107K -1,522 -5%
CIA
687
Choate Investment Advisors
Massachusetts
$1.84M -$604K -8,597 -25%
CWC
688
Carolinas Wealth Consulting
North Carolina
$1.83M -$39.8K -567 -2%
SC
689
Savant Capital
Illinois
$1.82M -$175K -2,487 -9%
AF
690
Advisornet Financial
Minnesota
$1.82M -$8.71K -124 -0.5%
WS
691
Wedbush Securities
California
$1.82M +$279K +3,966 +18%
TF
692
Trek Financial
Arizona
$1.78M +$228K +3,251 +15%
SWA
693
Sutton Wealth Advisors
Florida
$1.77M +$37.9K +540 +2%
BHIA
694
Birch Hill Investment Advisors
Massachusetts
$1.76M +$333K +4,742 +23%
PIA
695
Perennial Investment Advisors
California
$1.76M +$67.7K +963 +4%
SAM
696
Shone Asset Management
California
$1.76M -$35.5K -466 -2%
TSA
697
Tri-Star Advisors
Texas
$1.75M -$2.07M -27,424 -54%
PWA
698
Peterson Wealth Advisors
Utah
$1.75M +$11.3K +161 +0.6%
AWM
699
Altavista Wealth Management
North Carolina
$1.75M +$149K +2,119 +9%
SEI Investments
700
SEI Investments
Pennsylvania
$1.75M -$1.03M -14,605 -37%