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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 %
Chevy Chase Trust
726
Chevy Chase Trust
Maryland
$1.62M -$26.1K -382 -2%
TVAMP
727
Tennessee Valley Asset Management Partners
Tennessee
$1.61M +$221K +3,230 +16%
JSL
728
JT Stratford LLC
Georgia
$1.61M +$1.61M +23,641 New
BAM
729
Baldrige Asset Management
Pennsylvania
$1.61M +$27.8K +407 +2%
DWA
730
Dougherty Wealth Advisers
Minnesota
$1.61M
OAM
731
Occidental Asset Management
California
$1.6M +$10.2K +150 +0.6%
AF
732
Allworth Financial
California
$1.6M +$1M +14,658 +167%
SW
733
SkyOak Wealth
Michigan
$1.6M +$753K +11,031 +89%
GCA
734
Greenwood Capital Associates
South Carolina
$1.59M +$1.59M +23,350 New
FFWA
735
FRG Family Wealth Advisors
Washington
$1.59M -$144K -2,109 -8%
KFGK
736
Keystone Financial Group (Kentucky)
Kentucky
$1.58M -$50.2K -735 -3%
NNP
737
Nachman Norwood & Parrott
South Carolina
$1.57M +$20.1K +295 +1%
AWM
738
Avior Wealth Management
Nebraska
$1.57M +$284K +4,164 +22%
9WM
739
9258 Wealth Management
Ohio
$1.56M -$75.9K -1,112 -5%
AWM
740
Altavista Wealth Management
North Carolina
$1.56M +$544K +7,967 +54%
PIMG
741
Patriot Investment Management Group
Tennessee
$1.55M +$6.42K +94 +0.4%
BIM
742
Baldwin Investment Management
Pennsylvania
$1.54M -$27.3K -400 -2%
BCWM
743
Bartlett & Co Wealth Management
Ohio
$1.54M +$94.7K +1,387 +7%
BC
744
Bartlett & Co
Ohio
$1.54M +$94.7K +1,387 +7%
22CM
745
20/20 Capital Management
California
$1.52M -$162K -2,165 -10%
LDFR
746
Lehman & Derafelo Financial Resources
Pennsylvania
$1.52M -$92K -1,347 -6%
TF
747
Trek Financial
Arizona
$1.51M -$5.78M -84,583 -79%
WHG
748
Westwood Holdings Group
Texas
$1.51M -$1.56M -22,926 -51%
SAG
749
Spotlight Asset Group
Illinois
$1.51M -$46.4K -679 -3%
IWA
750
Independence Wealth Advisors
Virginia
$1.5M -$1.24M -18,203 -45%