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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 %
AAMC
951
Asset Allocation & Management Company
Illinois
$736K
OWP
952
Obermeyer Wealth Partners
Colorado
$735K -$2.14M -31,287 -74%
BA
953
Ballast Advisors
Minnesota
$733K +$290K +4,243 +65%
EIA
954
Eldridge Investment Advisors
New Hampshire
$731K -$53.6K -785 -7%
NGA
955
Naples Global Advisors
Florida
$731K +$86.4K +1,265 +13%
CCA
956
Clearwater Capital Advisors
Illinois
$730K +$236K +3,456 +48%
ECA
957
Elevated Capital Advisors
Utah
$730K +$730K +9,648 New
FMW
958
Farr Miller & Washington
District of Columbia
$728K -$23.8K -349 -3%
EDRIA
959
Edmonds Duncan Registered Investment Advisors
Kansas
$725K +$20K +293 +3%
VCA
960
Verdence Capital Advisors
Maryland
$724K +$151K +2,213 +26%
AWM
961
Argent Wealth Management
Massachusetts
$721K -$103K -1,363 -12%
BRWM
962
B. Riley Wealth Management
Tennessee
$717K -$518K -7,587 -42%
IP
963
Intellectus Partners
California
$717K -$44.4K -650 -6%
TA
964
Townsend & Associates
Colorado
$710K -$109K -1,595 -13%
AIS
965
American Investment Services
Massachusetts
$705K +$295K +4,322 +72%
JWCA
966
J.W. Coons Advisors
Ohio
$700K -$43.8K -640 -6%
AWP
967
Ascent Wealth Partners
New York
$698K -$268K -3,919 -28%
TFGT
968
TS Financial Group (TSFG)
Illinois
$696K -$30.7K -450 -4%
HCA
969
Harbour Capital Advisors
Virginia
$695K +$259K +3,789 +59%
SBH
970
Segall Bryant & Hamill
Illinois
$691K -$106K -1,539 -13%
EWM
971
Endurance Wealth Management
Rhode Island
$685K -$54.7K -800 -7%
EAM
972
Evanson Asset Management
California
$684K +$135K +1,975 +25%
CMO
973
Covenant Multifamily Offices
Texas
$677K +$677K +9,918 New
GG
974
GenWealth Group
New Jersey
$672K -$71.1K -1,057 -10%
PSF
975
Pacific Sun Financial
California
$666K -$14.3K -210 -2%