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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 %
EWM
976
Endurance Wealth Management
Rhode Island
$655K -$48.8K -695 -7%
RWA
977
Ropes Wealth Advisors
Massachusetts
$647K -$9.83K -140 -1%
MWM
978
Meridian Wealth Management
Kentucky
$640K +$640K +9,118 New
HH
979
Hilltop Holdings
Texas
$636K -$189K -2,689 -23%
OC
980
Oakworth Capital
Alabama
$632K -$2.67K -38 -0.4%
BW
981
Bison Wealth
Georgia
$631K -$9.06K -129 -1%
APWA
982
Atlas Private Wealth Advisors
New Jersey
$627K -$55.4K -790 -8%
FIA
983
Foundations Investment Advisors
Arizona
$626K +$150K +2,094 +32%
PP
984
Pegasus Partners
Wisconsin
$624K -$137K -1,951 -18%
CC
985
Cadinha & Co
Hawaii
$621K -$278K -3,953 -31%
GFS
986
GYL Financial Synergies
Connecticut
$620K -$180K -2,563 -23%
HCIA
987
Hochman Cole Investment Advisors
Illinois
$620K -$9.91K -141 -2%
WB
988
WesBanco Bank
West Virginia
$616K +$12.2K +174 +2%
HFS
989
Haverford Financial Services
Pennsylvania
$611K +$3.16K +45 +0.5%
RWP
990
RWA Wealth Partners
Massachusetts
$611K +$122K +1,731 +25%
MFT
991
Moisand Fitzgerald Tamayo
Florida
$610K -$32.9K -468 -5%
KLCM
992
KG&L Capital Management
Louisiana
$605K +$24.2K +345 +4%
TA
993
Trellis Advisors
Washington
$601K
BCM
994
Brookmont Capital Management
Texas
$599K -$983 -14 -0.2%
BFA
995
Beacon Financial Advisory
Ohio
$599K +$105K +1,502 +21%
AA
996
Advisory Alpha
Michigan
$597K -$299K -4,016 -33%
CI
997
Cigna Investments
Connecticut
$596K
CA
998
Continuum Advisory
Idaho
$589K -$99.5K -1,397 -14%
ACP
999
Aviance Capital Partners
Florida
$586K -$22K -313 -4%
BCM
1000
BTC Capital Management
Iowa
$584K -$24.7K -352 -4%