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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 %
CIG
851
Cairn Investment Group
Washington
$1.03M +$1.03M +15,050 New
JWS
852
Juncture Wealth Strategies
Arizona
$1.03M +$32.4K +474 +3%
BAS
853
Brown Advisory Securities
Maryland
$1.02M -$13.5K -200 -1%
SEEDPG
854
S.E.E.D. Planning Group
New York
$1.02M -$19.5K -285 -2%
WCWM
855
Wooster Corthell Wealth Management
Connecticut
$1.01M -$83.1K -1,217 -8%
LW
856
Linscomb Wealth
Texas
$1.01M +$160K +2,339 +19%
TF
857
Tompkins Financial
New York
$1M
EW
858
Emerson Wealth
Michigan
$1M -$238K -3,480 -19%
PCA
859
Providence Capital Advisors
North Carolina
$997K -$65K -952 -6%
DBT
860
Dubuque Bank & Trust
Iowa
$994K -$165K -2,410 -14%
RSWM
861
Robertson Stephens Wealth Management
California
$992K -$1.43M -20,948 -59%
CW
862
CreativeOne Wealth
Kansas
$983K +$983K +14,407 New
OFG
863
Oxford Financial Group
Indiana
$965K -$32.3K -473 -3%
H
864
HoyleCohen
California
$961K -$310K -4,545 -24%
BFA
865
Beaumont Financial Advisors
Massachusetts
$956K -$23.6K -346 -2%
1IA
866
1834 Investment Advisors
Wisconsin
$950K +$56.8K +832 +6%
EFS
867
Essex Financial Services
Connecticut
$947K +$82.8K +1,213 +10%
IFG
868
Investors Financial Group
Minnesota
$946K +$66.9K +980 +8%
RWA
869
River Wealth Advisors
Pennsylvania
$940K +$96.1K +1,408 +11%
TCPWM
870
Traverso Chambers Private Wealth Management
California
$938K +$24.9K +365 +3%
RBC
871
Roble Belko & Company
Pennsylvania
$938K +$27.8K +407 +3%
CT
872
Cambridge Trust
Massachusetts
$936K -$620K -8,557 -40%
WJWM
873
Williams Jones Wealth Management
New York
$935K +$66.4K +973 +8%
TCM
874
Twin Capital Management
Pennsylvania
$933K -$141K -2,060 -13%
WA
875
Wilshire Advisors
California
$933K -$141K -2,060 -13%