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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 %
HT
76
Hefren-Tillotson
Pennsylvania
$50M +$46.6M +712,977 +1,364%
CAW
77
Cornerstone Advisors (Washington)
Washington
$49.1M -$2.04M -29,073 -4%
FT
78
Fiduciary Trust
Massachusetts
$48.9M -$7.3M -104,007 -13%
APCM
79
Alaska Permanent Capital Management
Alaska
$46.2M +$625K +8,901 +1%
KAS
80
Kestra Advisory Services
Texas
$45.9M +$45.9M +653,565 New
PAG
81
Private Advisor Group
New Jersey
$43.7M -$3.06M -43,834 -7%
AAS
82
Avantax Advisory Services
Texas
$43.5M +$17.8M +253,179 +69%
GIM
83
Goelzer Investment Management
Indiana
$42.4M +$288K +4,094 +0.7%
JPMPWA
84
J.P. Morgan Private Wealth Advisors
California
$42.1M +$1.96M +27,898 +5%
BBA
85
BLB&B Advisors
Pennsylvania
$42.1M +$2.83M +40,302 +7%
LI
86
LVZ Inc
Michigan
$42M -$1.04M -14,768 -2%
MFG
87
Magnus Financial Group
New York
$40.8M +$64.2K +914 +0.2%
SWM
88
SVA Wealth Management
Wisconsin
$40.5M +$1.03M +14,736 +3%
AI
89
Accredited Investors
Minnesota
$40.1M -$1.11M -15,784 -3%
BOS
90
Bingham Osborn & Scarborough
California
$39.3M +$1.2M +17,156 +3%
VFA
91
Voya Financial Advisors
Connecticut
$39.1M -$32.1M -458,569 -45%
FBFS
92
First Business Financial Services
Wisconsin
$37.6M +$658K +9,369 +2%
MCM
93
MAI Capital Management
Ohio
$37.4M +$1.62M +23,093 +5%
MIA
94
MainStreet Investment Advisors
Illinois
$37.2M -$5.64M -80,239 -13%
SLT
95
St Louis Trust
Missouri
$37M -$3.26M -46,349 -8%
BCI
96
Brinker Capital Investments
Pennsylvania
$37M +$15.4M +219,735 +72%
CWM
97
Connecticut Wealth Management
Connecticut
$36.8M +$3.02M +42,951 +9%
VA
98
Valmark Advisers
Ohio
$36.3M -$1.61M -22,862 -4%
Mariner
99
Mariner
Kansas
$35.2M -$20.3M -288,552 -37%
WANY
100
Wealthspire Advisors (New York)
New York
$35.2M -$1.1M -15,677 -3%