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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 %
RCA
1126
Rowland Carmichael Advisors
Arizona
$383K +$3.62K +53 +1%
IIA
1127
IPG Investment Advisors
California
$381K -$9.77K -143 -3%
SAM
1128
Strategy Asset Managers
California
$380K +$131K +1,916 +53%
VI
1129
Vestcor Inc
New Brunswick, Canada
$379K
TC
1130
Truvestments Capital
Florida
$379K +$6.62K +97 +2%
VFPI
1131
Vantage Financial Partners (Illinois)
Illinois
$379K +$379K +5,550 New
VWM
1132
Venturi Wealth Management
Texas
$377K +$377K +5,516 New
ST
1133
Somerset Trust
Pennsylvania
$376K -$402K -5,893 -52%
SFSIG
1134
San Francisco Sentry Investment Group
California
$376K -$17.3K -253 -4%
SGCA
1135
Steel Grove Capital Advisors
Tennessee
$375K -$42.9K -628 -10%
IIC
1136
Ironwood Investment Counsel
Arizona
$374K +$82.5K +1,209 +28%
PAM
1137
Private Asset Management
California
$374K +$374K +5,473 New
RSVP
1138
Ramsay Stattman Vela & Price
Colorado
$370K +$546 +8 +0.1%
AC
1139
Avestar Capital
New York
$369K -$169K -2,468 -31%
OC
1140
Oarsman Capital
Wisconsin
$369K +$16.9K +248 +5%
HWM
1141
HighMark Wealth Management
Minnesota
$368K -$14.1M -206,289 -97%
OR
1142
Olympiad Research
Connecticut
$363K -$218K -3,186 -37%
VCP
1143
Vista Capital Partners
Oregon
$362K -$233K -3,410 -39%
IWP
1144
IAG Wealth Partners
Wisconsin
$357K -$1.61M -23,447 -82%
EWM
1145
Empirical Wealth Management
Washington
$357K -$391K -5,732 -52%
ACP
1146
Arcus Capital Partners
Georgia
$355K +$2.53K +37 +0.7%
PL
1147
Plancorp LLC
Missouri
$349K -$40.4K -591 -10%
Betterment LLC
1148
Betterment LLC
New York
$349K +$349K +5,115 New
APW
1149
Aurora Private Wealth
New Jersey
$347K -$270K -3,951 -44%
KCP
1150
KDI Capital Partners
North Carolina
$346K -$47.9K -702 -12%