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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 %
JAWM
1051
J. Arnold Wealth Management
Ohio
$513K +$513K +7,519 New
PA
1052
Procyon Advisors
Connecticut
$512K -$7.65K -112 -1%
CG
1053
Cutler Group
California
$512K +$512K +7,508 New
MC
1054
Moors & Cabot
Massachusetts
$511K -$52.4K -768 -9%
PW
1055
Peninsula Wealth
California
$511K +$511K +7,483 New
CT
1056
Coastline Trust
Rhode Island
$506K -$3.02M -44,308 -86%
DBRC
1057
D.B. Root & Company
Pennsylvania
$502K -$13.8K -203 -3%
PAI
1058
Pittenger & Anderson Inc
Nebraska
$501K -$113K -1,647 -18%
SWM
1059
Stockman Wealth Management
Montana
$501K -$2.05K -30 -0.4%
FTUS
1060
Flow Traders U.S.
New York
$501K +$501K +7,340 New
ZF
1061
Zhang Financial
Michigan
$499K -$54.5K -798 -10%
BJL
1062
Brighton Jones LLC
Washington
$498K -$327K -4,800 -40%
TCM
1063
Tufton Capital Management
Maryland
$496K +$11.2K +165 +2%
MLIC
1064
Mandatum Life Insurance Company
Finland
$495K
CANC
1065
Culbertson A N & Co
Virginia
$494K
S
1066
SignatureFD
Georgia
$494K +$104K +1,529 +27%
HVIA
1067
Hudson Valley Investment Advisors
New York
$490K -$14.6K -214 -3%
SAM
1068
Seelaus Asset Management
New Jersey
$488K -$16.2K -237 -3%
SIAS
1069
Shine Investment Advisory Services
Colorado
$488K +$275K +4,033 +129%
KIA
1070
KCM Investment Advisors
California
$487K +$60.6K +887 +14%
HIS
1071
Harvest Investment Services
Illinois
$486K +$486K +7,129 New
GMA
1072
Goldstein Munger & Associates
California
$485K
Fisher Asset Management
1073
Fisher Asset Management
Washington
$485K +$80.4K +1,177 +20%
BFA
1074
Beacon Financial Advisory
Ohio
$480K -$150K -2,201 -24%
Fayez Sarofim & Co
1075
Fayez Sarofim & Co
Texas
$480K