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iShares Core S&P Small-Cap ETF

1,436 hedge funds and large institutions have $27.8B invested in iShares Core S&P Small-Cap ETF in 2020 Q2 according to their latest regulatory filings, with 153 funds opening new positions, 547 increasing their positions, 627 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,436
Holders Change
+56
Holders Change %
+4.06%
% of All Funds
29.52%
Holding in Top 10
209
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+4.5%
% of All Funds
4.3%
New
153
Increased
547
Reduced
627
Closed
87
Calls
$120M
Puts
$30.8M
Net Calls
+$89M
Net Calls Change
+$91.2M
Name Holding Trade Value Shares
Change
Shares
Change %
CBT
701
Central Bank & Trust
Kentucky
$1.81M +$1.77M +25,951 +4,981%
PWM
702
Provident Wealth Management
Tennessee
$1.81M +$233K +3,413 +15%
AF
703
Advisornet Financial
Minnesota
$1.78M -$587K -8,598 -25%
TSS
704
Two Sigma Securities
New York
$1.77M -$15.1M -221,189 -90%
BPB
705
Badgley, Phelps & Bell
Washington
$1.76M
PFA
706
Pathway Financial Advisors
Vermont
$1.76M +$112K +1,644 +7%
PI
707
Parkside Investments
Illinois
$1.73M -$2.87M -42,062 -62%
GVAG
708
Great Valley Advisor Group
Delaware
$1.73M +$102K +1,490 +6%
NFG
709
Next Financial Group
Texas
$1.72M -$62.3K -912 -3%
CFS
710
CRA Financial Services
New Jersey
$1.72M -$1.25M -18,363 -42%
FMWA
711
Forvis Mazars Wealth Advisors
Missouri
$1.7M +$796K +11,663 +88%
PWA
712
Peterson Wealth Advisors
Utah
$1.7M +$712K +10,425 +72%
JFGIW
713
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.69M -$2.24M -32,835 -57%
3F
714
360 Financial
Minnesota
$1.68M +$1.68M +25,154 New
SWA
715
Sutton Wealth Advisors
Florida
$1.68M +$23.1K +338 +1%
SFM
716
Signet Financial Management
New Jersey
$1.68M -$88.1K -1,162 -5%
SAM
717
Shone Asset Management
California
$1.68M -$33.4K -469 -2%
TNBTD
718
Trustmark National Bank Trust Department
Mississippi
$1.67M +$1.5K +22 +0.1%
NFC
719
Northeast Financial Consultants
Connecticut
$1.66M -$2.3M -33,614 -58%
HIMC
720
Heritage Investors Management Corp
Maryland
$1.65M -$45.9K -672 -3%
PIA
721
Perennial Investment Advisors
California
$1.64M +$430K +6,289 +35%
TFCP
722
Twin Focus Capital Partners
Massachusetts
$1.64M -$276K -4,039 -14%
PL
723
Parthenon LLC
Kentucky
$1.64M
RFO
724
RiverGlades Family Offices
Florida
$1.63M -$17.2K -252 -1%
KAH
725
Kathryn A. Hall
$1.62M +$449K +6,580 +38%