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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 %
SFM
726
Signet Financial Management
New Jersey
$1.59M -$59.3K -794 -4%
BIM
727
Baldwin Investment Management
Pennsylvania
$1.59M
BCWM
728
Bartlett & Co Wealth Management
Ohio
$1.59M
BC
729
Bartlett & Co
Ohio
$1.59M
NEGWA
730
New England Guild Wealth Advisors
Connecticut
$1.56M -$399K -5,687 -20%
AF
731
Allworth Financial
California
$1.56M -$87.5K -1,246 -5%
VWM
732
Venturi Wealth Management
Texas
$1.56M +$1.17M +16,671 +302%
KA
733
Kovack Advisors
Florida
$1.56M +$72K +1,025 +5%
PO
734
Private Ocean
California
$1.54M +$11.7K +167 +0.8%
IWA
735
Independence Wealth Advisors
Virginia
$1.54M
BFG
736
Baron Financial Group
New Jersey
$1.54M +$1.54M +21,865 New
PI
737
Parkside Investments
Illinois
$1.53M -$250K -3,559 -14%
Lido Advisors
738
Lido Advisors
California
$1.52M +$42.2K +601 +3%
EA
739
Emerald Advisors
Washington
$1.52M +$43.3K +616 +3%
SAG
740
Spotlight Asset Group
Illinois
$1.51M -$35.8K -510 -2%
Verition Fund Management
741
Verition Fund Management
Connecticut
$1.5M +$1.29M +18,438 +628%
IF
742
Ironwood Financial
Arizona
$1.49M +$15K +213 +1%
FNC
743
First National Corp
Massachusetts
$1.49M +$93.1K +741 +7%
FC
744
Ferris Capital
Massachusetts
$1.49M +$64.5K +918 +5%
JFGIW
745
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.49M -$251K -3,575 -14%
SFA
746
Sequoia Financial Advisors
Ohio
$1.48M +$142K +2,025 +11%
VC
747
Veracity Capital
Georgia
$1.48M +$196K +2,788 +15%
GVAG
748
Great Valley Advisor Group
Delaware
$1.48M -$299K -4,254 -17%
OLA
749
Oliver Luxxe Assets
New Jersey
$1.47M +$71.6K +1,019 +5%
TCOT
750
Trust Company of Toledo
Ohio
$1.46M -$843 -12 -0.1%