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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 %
CAG
1026
Csenge Advisory Group
Florida
$571K +$239K +3,495 +72%
WF
1027
Welch & Forbes
Massachusetts
$570K -$162K -2,378 -22%
MOS
1028
MGO One Seven
Ohio
$568K +$53.1K +778 +10%
CCA
1029
Cobblestone Capital Advisors
New York
$567K +$567K +8,299 New
WGCA
1030
Wolf Group Capital Advisors
Virginia
$566K -$2.31M -33,735 -80%
CGFA
1031
Colton Groome Financial Advisors
North Carolina
$565K -$81.3K -1,190 -13%
KLCM
1032
KG&L Capital Management
Louisiana
$565K +$1.16K +17 +0.2%
LWCFA
1033
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$564K -$446K -6,540 -44%
FFA
1034
First Foundation Advisors
California
$562K -$626K -9,181 -53%
CCM
1035
Coldstream Capital Management
Washington
$560K -$314K -4,594 -36%
PFA
1036
Pinnacle Family Advisors
Missouri
$548K +$548K +8,031 New
JIP
1037
Jaffetilchin Investment Partners
Florida
$540K +$93.4K +1,367 +21%
WA
1038
Wealth Advisors
California
$533K -$2.19K -32 -0.4%
WLIM
1039
White Lighthouse Investment Management
Massachusetts
$533K +$166K +2,427 +45%
ESB
1040
Essex Savings Bank
Connecticut
$531K +$60.8K +890 +13%
HT
1041
Heritage Trust
Oklahoma
$530K +$18.7K +273 +4%
JIC
1042
Joel Isaacson & Co
New York
$528K -$38.8K -569 -7%
CCG
1043
Cypress Capital Group
Florida
$522K -$192K -2,815 -27%
DIA
1044
Dana Investment Advisors
Wisconsin
$522K -$23.6K -346 -4%
LNWWM
1045
Laird Norton Wetherby Wealth Management
California
$521K +$144K +2,105 +38%
M
1046
MOTCO
Texas
$520K +$546 +8 +0.1%
MMHP
1047
Murphy Middleton Hinkle & Parker
Georgia
$519K
GCA
1048
Gradient Capital Advisors
California
$516K
SCG
1049
Sonata Capital Group
Washington
$516K
WR
1050
Watson Rebecca
$514K -$248K -3,632 -33%