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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 %
CCM
1076
Coldstream Capital Management
Washington
$443K -$132K -1,882 -23%
CST
1077
Charles Schwab Trust
Nevada
$442K +$442K +6,299 New
DCM
1078
Donaldson Capital Management
Indiana
$441K -$33.8K -481 -7%
KIA
1079
KCM Investment Advisors
California
$438K -$62.3K -887 -12%
PG
1080
Patten Group
Tennessee
$437K -$56.2K -800 -11%
BOPW
1081
Brandywine Oak Private Wealth
Pennsylvania
$436K +$772 +11 +0.2%
OC
1082
Oarsman Capital
Wisconsin
$435K +$55.4K +790 +15%
ACM
1083
AlphaStar Capital Management
North Carolina
$435K +$116K +1,540 +36%
RSVP
1084
Ramsay Stattman Vela & Price
Colorado
$434K +$53.5K +762 +14%
EWA
1085
Exencial Wealth Advisors
Oklahoma
$433K -$18.9K -269 -4%
UTC
1086
Unified Trust Company
Kentucky
$430K -$16.3K -232 -4%
FA
1087
Financial Advisors
Massachusetts
$429K +$140 +2 +0%
BWP
1088
Bernardo Wealth Planning
Pennsylvania
$426K +$70.5K +1,004 +20%
PWM
1089
PBMares Wealth Management
Virginia
$423K +$4.78K +68 +1%
WF
1090
WoodTrust Financial
Wisconsin
$418K +$418K +5,951 New
VFPI
1091
Vantage Financial Partners (Illinois)
Illinois
$418K +$28.1K +400 +7%
DSC
1092
Duncker Streett & Co
Missouri
$414K +$561 +8 +0.1%
WR
1093
Watson Rebecca
$408K -$120K -1,713 -23%
AIM
1094
Alhambra Investment Management
Florida
$407K -$37.2K -530 -8%
SP
1095
Successful Portfolios
Florida
$407K +$407K +5,801 New
AAMA
1096
Advanced Asset Management Advisors
Ohio
$406K
CTB
1097
Country Trust Bank
Illinois
$404K +$404K +5,751 New
HIM
1098
Hanlon Investment Management
New Jersey
$402K -$551K -7,862 -58%
SFP
1099
Strategic Financial Planning
Texas
$402K
MLL
1100
Moody Lynn & Lieberson
Massachusetts
$399K -$16.5K -235 -4%