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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 %
PG
1076
Patten Group
Tennessee
$479K +$16.5K +242 +4%
WPC
1077
Waters Parkerson & Co
Louisiana
$477K
RWP
1078
RWA Wealth Partners
Massachusetts
$476K -$114K -1,667 -19%
KFP
1079
KMG Fiduciary Partners
Ohio
$474K -$273 -4 -0.1%
GHA
1080
GW Henssler & Associates
Georgia
$471K -$56.8K -833 -11%
MWM
1081
McNaughton Wealth Management
California
$465K -$28.7K -420 -6%
SW
1082
StrongBox Wealth
Missouri
$463K -$39K -571 -8%
DCM
1083
Donaldson Capital Management
Indiana
$461K -$61.5K -901 -12%
F
1084
F3Logic
Minnesota
$461K +$61.9K +918 +16%
CG
1085
Corundum Group
Colorado
$457K
FFG
1086
Ford Financial Group
California
$457K +$151K +2,216 +49%
CAN
1087
Claraphi Advisory Network
United States
$455K +$5.12K +75 +1%
PCM
1088
Perritt Capital Management
Illinois
$452K
SCM
1089
Shelton Capital Management
Colorado
$451K
BFA
1090
Bragg Financial Advisors
North Carolina
$449K -$22.9K -335 -5%
FIA
1091
Foundations Investment Advisors
Arizona
$448K -$2.26M -33,416 -83%
EWM
1092
EPG Wealth Management
Georgia
$447K -$1.98M -29,024 -82%
CMP
1093
Courage Miller Partners
Virginia
$447K +$6.21K +91 +1%
IAIM
1094
International Assets Investment Management
Florida
$446K -$7.58K -111 -2%
ACM
1095
Alpha Capital Management
Texas
$442K -$1.32M -19,376 -75%
EWA
1096
Exencial Wealth Advisors
Oklahoma
$439K -$132K -1,930 -23%
LCC
1097
Lincoln Capital Corp
Rhode Island
$438K
AF
1098
Alerus Financial
North Dakota
$437K
AWS
1099
AJ Wealth Strategies
New York
$437K
Schroder Investment Management Group
1100
Schroder Investment Management Group
United Kingdom
$437K +$414K +6,055 +1,781%