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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 %
WF
1001
Welch & Forbes
Massachusetts
$582K -$4.57K -65 -0.8%
WJWM
1002
Williams Jones Wealth Management
New York
$580K -$381K -5,430 -40%
WA
1003
Wealth Advisors
California
$578K -$12.3K -163 -2%
WGCA
1004
Wolf Group Capital Advisors
Virginia
$576K -$5.48K -78 -0.9%
DACG
1005
Donor Advised Charitable Giving
California
$569K +$243K +3,460 +75%
JIP
1006
Jaffetilchin Investment Partners
Florida
$568K +$13.4K +191 +2%
PAMG
1007
Patton Albertson Miller Group
Tennessee
$566K -$55.2K -786 -9%
CAG
1008
Csenge Advisory Group
Florida
$565K -$49.5K -674 -8%
MCM
1009
McRae Capital Management
New Jersey
$565K -$24.3K -346 -4%
WTB
1010
Washington Trust Bank
Washington
$564K -$43.9K -624 -7%
PD
1011
Planning Directions
Pennsylvania
$563K -$72.8K -1,037 -11%
PFA
1012
Pinnacle Family Advisors
Missouri
$563K -$1.48K -21 -0.3%
JIC
1013
Joel Isaacson & Co
New York
$563K +$19.5K +277 +4%
WLIM
1014
White Lighthouse Investment Management
Massachusetts
$562K +$13.3K +190 +2%
PAM
1015
Private Asset Management
California
$556K +$171K +2,440 +45%
NSB
1016
Norway Savings Bank
Maine
$553K +$244K +3,471 +79%
CFFP
1017
Center for Financial Planning
Michigan
$551K -$111K -1,588 -17%
M
1018
MOTCO
Texas
$545K +$10.3K +146 +2%
NRI
1019
NFP Retirement Inc
California
$545K +$293K +4,178 +117%
HT
1020
Heritage Trust
Oklahoma
$542K -$2.95K -42 -0.5%
ZF
1021
Zhang Financial
Michigan
$542K +$28.2K +402 +5%
MOS
1022
MGO One Seven
Ohio
$538K -$46.1K -656 -8%
DIA
1023
Dana Investment Advisors
Wisconsin
$538K +$983 +14 +0.2%
CCG
1024
Cypress Capital Group
Florida
$536K -$1.05K -15 -0.2%
MMHP
1025
Murphy Middleton Hinkle & Parker
Georgia
$534K