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iShares Core S&P Small-Cap ETF

1,380 hedge funds and large institutions have $21.5B invested in iShares Core S&P Small-Cap ETF in 2020 Q1 according to their latest regulatory filings, with 84 funds opening new positions, 543 increasing their positions, 655 reducing their positions, and 237 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,380
Holders Change
-176
Holders Change %
-11.31%
% of All Funds
30.48%
Holding in Top 10
200
Holding in Top 10 Change
-74
Holding in Top 10 Change %
-27.01%
% of All Funds
4.42%
New
84
Increased
543
Reduced
655
Closed
237
Calls
$24.3M
Puts
$26.6M
Net Calls
-$2.23M
Net Calls Change
-$60.5M
Name Holding Trade Value Shares
Change
Shares
Change %
MCA
726
Magnolia Capital Advisors
Mississippi
$1.17M -$3.13M -55,886 -73%
EI
727
Ellevest Inc
New York
$1.16M +$847K +15,105 +270%
BHIA
728
Birch Hill Investment Advisors
Massachusetts
$1.16M -$1.47M -26,124 -56%
JF
729
JSF Financial
California
$1.15M +$53.4K +952 +5%
IF
730
Ironwood Financial
Arizona
$1.15M -$4.29M -76,520 -79%
RMDI
731
R.M. Davis Inc
Maine
$1.15M -$110K -1,963 -9%
TVAMP
732
Tennessee Valley Asset Management Partners
Tennessee
$1.15M +$34.6K +617 +3%
AW
733
ACG Wealth
Georgia
$1.13M +$12.8K +228 +1%
QCM
734
Quest Capital Management
Texas
$1.13M -$325K -5,795 -22%
SFA
735
Sequoia Financial Advisors
Ohio
$1.13M -$63.4K -1,130 -5%
CA
736
Cambridge Advisors
Nebraska
$1.13M -$146K -2,600 -11%
LPWM
737
Lake Point Wealth Management
Texas
$1.13M +$500K +8,914 +80%
HCC
738
Hirtle Callaghan & Co
Pennsylvania
$1.13M +$1.13M +20,060 New
GPWA
739
Great Point Wealth Advisors
Massachusetts
$1.13M +$14.9K +266 +1%
BCM
740
Bayesian Capital Management
New York
$1.11M +$1.11M +19,700 New
AC
741
Asio Capital
Kentucky
$1.1M +$1.1M +19,640 New
CBFP
742
Cedar Brook Financial Partners
Ohio
$1.1M -$149K -2,661 -12%
DFA
743
Delta Financial Advisors
Louisiana
$1.1M -$1.03M -18,360 -48%
FCA
744
FinTrust Capital Advisors
South Carolina
$1.09M +$545K +9,717 +99%
CPIA
745
Cornell Pochily Investment Advisors
New York
$1.09M -$58.4K -1,040 -5%
WPW
746
Waldron Private Wealth
Pennsylvania
$1.09M -$121K -2,154 -10%
SCA
747
Stillwater Capital Advisors
Pennsylvania
$1.09M +$36.1K +644 +3%
BO
748
Bank OZK
Arkansas
$1.08M -$7.74K -138 -0.7%
OLA
749
Oliver Luxxe Assets
New Jersey
$1.08M +$176K +3,036 +20%
BIA
750
Bigelow Investment Advisors
Maine
$1.08M +$20K +357 +2%