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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 %
RWB
1026
RMR Wealth Builders
New Jersey
$534K +$485K +6,896 +980%
FCFC
1027
First Commonwealth Financial Corp
Pennsylvania
$533K -$76.7K -1,093 -13%
SCG
1028
Sonata Capital Group
Washington
$531K
BWM
1029
Baystate Wealth Management
Massachusetts
$529K -$76.8K -1,093 -13%
TCM
1030
Tufton Capital Management
Maryland
$529K +$18.9K +270 +4%
CA
1031
Calton & Associates
Florida
$527K -$129K -1,840 -20%
PW
1032
Peninsula Wealth
California
$527K +$1.9K +27 +0.4%
CT
1033
Coastline Trust
Rhode Island
$519K -$2.11K -30 -0.4%
BFO
1034
Biltmore Family Office
North Carolina
$516K -$586K -8,343 -53%
WCWM
1035
Willow Creek Wealth Management
California
$516K +$516K +7,342 New
GCA
1036
Gradient Capital Advisors
California
$515K -$15.5K -221 -3%
PA
1037
Procyon Advisors
Connecticut
$515K -$11.4K -162 -2%
BJL
1038
Brighton Jones LLC
Washington
$509K -$4.15K -59 -0.8%
MLIC
1039
Mandatum Life Insurance Company
Finland
$509K
SAM
1040
Strategy Asset Managers
California
$507K +$116K +1,644 +30%
MC
1041
Moors & Cabot
Massachusetts
$506K -$19.7K -281 -4%
CCA
1042
Cobblestone Capital Advisors
New York
$504K -$79.4K -1,129 -14%
LWCFA
1043
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$502K -$78.7K -1,120 -14%
SHWM
1044
Silicon Hills Wealth Management
Texas
$499K -$120K -1,711 -19%
HIS
1045
Harvest Investment Services
Illinois
$499K -$1.33K -19 -0.3%
GMA
1046
Goldstein Munger & Associates
California
$499K
Fayez Sarofim & Co
1047
Fayez Sarofim & Co
Texas
$494K
DBRC
1048
D.B. Root & Company
Pennsylvania
$491K -$25K -357 -5%
WPC
1049
Waters Parkerson & Co
Louisiana
$490K
CGFA
1050
Colton Groome Financial Advisors
North Carolina
$485K -$96.3K -1,371 -17%