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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 %
QCM
801
Quest Capital Management
Texas
$1.26M -$80.5K -1,146 -6%
WQ
802
Wealth Quarterback
New Jersey
$1.26M
LGWM
803
Litman Gregory Wealth Management
California
$1.26M
MAWCM
804
Mine & Arao Wealth Creation & Management
California
$1.26M +$52.6K +749 +4%
BJ
805
Brouwer & Janachowski
California
$1.25M -$6.67K -95 -0.5%
PPSG
806
Princeton Portfolio Strategies Group
New Jersey
$1.25M +$23.7K +337 +2%
TCM
807
Traynor Capital Management
Pennsylvania
$1.25M +$311K +4,061 +33%
GIA
808
Gladstone Institutional Advisory
Florida
$1.25M -$96.7K -1,378 -7%
AF
809
Apexium Financial
Texas
$1.24M -$648K -9,231 -34%
BIA
810
Bigelow Investment Advisors
Maine
$1.24M -$15.1K -215 -1%
PB
811
Pinnacle Bancorp
Nebraska
$1.24M -$5.69K -81 -0.5%
GEA
812
Glen Eagle Advisors
New Jersey
$1.24M -$2.74K -39 -0.2%
CRCM
813
Corbett Road Capital Management
Virginia
$1.24M -$195K -2,783 -14%
PCIA
814
Prime Capital Investment Advisors
Kansas
$1.23M -$4.12M -58,624 -77%
WAP
815
Wealthcare Advisory Partners
Pennsylvania
$1.22M -$171K -2,435 -12%
LPIC
816
LeJeune Puetz Investment Counsel
Michigan
$1.22M +$140 +2 +0%
GC
817
GFG Capital
Florida
$1.21M +$94.4K +1,343 +8%
PG
818
Prostatis Group
Maryland
$1.21M +$86.8K +1,236 +8%
ANTB
819
AMG National Trust Bank
Colorado
$1.21M -$149K -2,118 -11%
PCM
820
Pennsylvania Capital Management
Pennsylvania
$1.2M +$1.2M +16,317 New
BHBT
821
Burke & Herbert Bank & Trust
Virginia
$1.2M +$13.2K +188 +1%
PIM
822
Penobscot Investment Management
Massachusetts
$1.2M +$318K +4,528 +36%
MSWMA
823
Market Street Wealth Management Advisors
Indiana
$1.18M -$37.9K -539 -3%
MBTD
824
Mechanics Bank - Trust Department
California
$1.18M
CA
825
Cambridge Advisors
Nebraska
$1.18M