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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 %
TFF
676
The Family Firm
Maryland
$3.25M -$233K -2,344 -7%
CS
677
Credit Suisse
Switzerland
$3.24M -$4.45M -48,475 -58%
BBHC
678
Brown Brothers Harriman & Co
New York
$3.23M +$551K +6,000 +21%
UF
679
Univest Financial
Pennsylvania
$3.22M -$557K -6,057 -15%
NC
680
NinePointTwo Capital
California
$3.19M +$3.19M +34,715 New
DC
681
Davenport & Co
Virginia
$3.17M -$220K -2,394 -6%
Wellington Management Group
682
Wellington Management Group
Massachusetts
$3.17M -$1.74M -18,945 -35%
MIG
683
McGuire Investment Group
Rhode Island
$3.17M +$63.1K +687 +2%
MWM
684
MorganRosel Wealth Management
Colorado
$3.15M +$44.9K +489 +1%
MYIA
685
Mount Yale Investment Advisors
Colorado
$3.14M -$437K -4,757 -12%
NEAM
686
New England Asset Management
Connecticut
$3.14M
CSWG
687
Cardinal Strategic Wealth Guidance
Kentucky
$3.13M +$254K +2,763 +9%
FAIM
688
Financial Advocates Investment Management
Washington
$3.12M +$42.4K +471 +1%
CFO
689
CVA Family Office
Colorado
$3.12M -$155K -1,686 -5%
SP
690
SWS Partners
Ohio
$3.1M -$281K -3,056 -8%
MAM
691
Meeder Asset Management
Ohio
$3.09M +$969K +10,545 +46%
KL
692
KWMG LLC
Kansas
$3.07M -$6.43K -70 -0.2%
MP
693
McDonald Partners
Ohio
$3.07M +$3.07M +33,396 New
Simplex Trading
694
Simplex Trading
Illinois
$3.06M -$1.45M -15,770 -32%
WFA
695
Wellspring Financial Advisors
Ohio
$3.04M -$589K -6,414 -16%
FWM
696
Filbrandt Wealth Management
Wisconsin
$3.03M -$158K -1,724 -5%
GWMIA
697
Global Wealth Management Investment Advisory
Florida
$3.02M -$551 -6 -0%
BHIA
698
Birch Hill Investment Advisors
Massachusetts
$2.99M +$685K +7,453 +30%
LWM
699
Lionsbridge Wealth Management
Florida
$2.99M +$1.11M +12,086 +59%
CWM
700
Capital Wealth Management
Rhode Island
$2.97M -$60.3K -656 -2%