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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 %
B
976
Bridgeworth
Alabama
$664K +$75.6K +1,107 +13%
APWA
977
Atlas Private Wealth Advisors
New Jersey
$664K +$664K +9,724 New
CA
978
Continuum Advisory
Idaho
$651K -$1.49M -22,181 -70%
AOWM
979
Alpha Omega Wealth Management
Virginia
$651K +$7.72K +113 +1%
CIBC World Market
980
CIBC World Market
Ontario, Canada
$649K +$3.41K +50 +0.5%
OBGC
981
O'Brien Greene & Co
Pennsylvania
$648K -$114K -1,662 -15%
CFA
982
CWS Financial Advisors
Michigan
$648K +$648K +9,495 New
IC
983
Inscription Capital
Texas
$647K -$562K -8,229 -46%
CFFP
984
Center for Financial Planning
Michigan
$645K -$274K -4,015 -30%
CA
985
Claro Advisors
Massachusetts
$642K +$199K +2,911 +45%
SCM
986
Smith Capital Management
Arkansas
$641K +$641K +9,390 New
RWA
987
Ropes Wealth Advisors
Massachusetts
$639K -$129K -1,891 -17%
CA
988
Calton & Associates
Florida
$638K +$93.2K +1,365 +17%
BCM
989
Brookstone Capital Management
Illinois
$630K -$150K -2,196 -19%
CT
990
Columbia Trust
Oregon
$628K -$88.9K -1,303 -12%
HWM
991
Hohimer Wealth Management
Washington
$625K -$78.7K -1,152 -11%
MFT
992
Moisand Fitzgerald Tamayo
Florida
$625K -$43.1K -631 -6%
BW
993
Bison Wealth
Georgia
$622K -$11K -161 -2%
HIS
994
Horizon Investment Services
Indiana
$621K +$123K +1,799 +25%
PD
995
Planning Directions
Pennsylvania
$618K +$618K +9,055 New
OC
996
Oakworth Capital
Alabama
$617K +$2.6K +38 +0.4%
PCS
997
Personal CFO Solutions
New Jersey
$612K -$187K -2,740 -23%
HCIA
998
Hochman Cole Investment Advisors
Illinois
$612K +$55.1K +808 +10%
TW
999
TrinityPoint Wealth
Connecticut
$609K -$299K -4,377 -33%
FCT
1000
Family Capital Trust
Massachusetts
$607K -$1.68M -24,692 -74%