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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 %
PFS
701
Prospera Financial Services
Texas
$1.75M -$1.66M -23,650 -49%
RWRC
702
R.W. Roge & Company
New York
$1.74M -$396K -5,172 -19%
PWM
703
Provident Wealth Management
Tennessee
$1.74M -$116K -1,652 -6%
NFG
704
Next Financial Group
Texas
$1.74M -$32.1K -457 -2%
SDWMA
705
Schneider Downs Wealth Management Advisors
Pennsylvania
$1.73M +$597K +8,501 +53%
TNBTD
706
Trustmark National Bank Trust Department
Mississippi
$1.72M
TFCP
707
Twin Focus Capital Partners
Massachusetts
$1.7M +$21.7K +309 +1%
STB
708
S&T Bank
Pennsylvania
$1.7M +$842K +11,994 +98%
ISB
709
Iowa State Bank
Iowa
$1.69M +$391K +5,561 +30%
PL
710
Parthenon LLC
Kentucky
$1.68M
CFS
711
CRA Financial Services
New Jersey
$1.68M -$90.5K -1,289 -5%
WPIC
712
White Pine Investment Company
Michigan
$1.68M -$277K -3,938 -14%
IAN
713
Integrated Advisors Network
Texas
$1.68M +$216K +3,070 +15%
RFO
714
RiverGlades Family Offices
Florida
$1.67M -$5.06K -72 -0.3%
HIMC
715
Heritage Investors Management Corp
Maryland
$1.67M -$24.2K -345 -1%
DWA
716
Dougherty Wealth Advisers
Minnesota
$1.65M
BAM
717
Baldrige Asset Management
Pennsylvania
$1.65M -$6.11K -87 -0.4%
OAM
718
Occidental Asset Management
California
$1.65M -$2.81K -40 -0.2%
PPP
719
Private Portfolio Partners
New Jersey
$1.62M +$189K +2,685 +13%
JG
720
Jefferies Group
New York
$1.62M -$1.88M -26,791 -54%
MAM
721
Meeder Asset Management
Ohio
$1.62M +$224K +3,189 +16%
KFGK
722
Keystone Financial Group (Kentucky)
Kentucky
$1.62M -$8.57K -122 -0.5%
NNP
723
Nachman Norwood & Parrott
South Carolina
$1.61M -$4.07K -58 -0.3%
IIC
724
Integrated Investment Consultants
Michigan
$1.6M -$810K -19,733 -34%
PIMG
725
Patriot Investment Management Group
Tennessee
$1.6M -$2.11K -30 -0.1%