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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 %
Neuberger Berman Group
1201
Neuberger Berman Group
New York
$287K +$287K +4,208 New
AWMG
1202
Alliance Wealth Management Group
New Jersey
$283K +$283K +4,081 New
WP
1203
WealthPLAN Partners
Nebraska
$282K +$282K +3,733 New
ACA
1204
Ascension Capital Advisors
Texas
$281K +$281K +4,112 New
RIL
1205
Rothschild Investment LLC
Illinois
$280K +$280K +4,100 New
HIA
1206
Harbor Investment Advisory
Maryland
$279K -$167K -2,450 -38%
SWM
1207
Southern Wealth Management
Texas
$278K +$278K +4,064 New
SC
1208
Scotia Capital
Ontario, Canada
$277K
VAG
1209
VisionPoint Advisory Group
Texas
$277K +$277K +3,960 New
FPGK
1210
Financial Partners Group (Kansas)
Kansas
$276K -$16.2K -237 -6%
LCM
1211
Leisure Capital Management
California
$273K
DWM
1212
Doyle Wealth Management
Florida
$271K -$91.5K -1,340 -25%
1SB
1213
1ST Source Bank
Indiana
$271K -$15.5K -227 -5%
OMC
1214
Overbrook Management Corp
New York
$271K
AIA
1215
Alera Investment Advisors
Illinois
$270K +$270K +3,954 New
SIA
1216
Sovereign Investment Advisors
Arizona
$269K
TFS
1217
TrustCore Financial Services
Tennessee
$269K +$41.5K +608 +18%
EHC
1218
Everett Harris & Co
California
$266K -$47.8K -700 -15%
NB
1219
NBT Bank
New York
$266K +$266K +3,894 New
WC
1220
Woodstock Corp
Massachusetts
$264K
MJRIC
1221
Mogy Joel R Investment Counsel
California
$263K -$3.3M -48,296 -93%
SBIA
1222
Sheaff Brock Investment Advisors
Indiana
$262K -$9.09K -133 -3%
FBB
1223
Fulton Breakefield Broenniman
Maryland
$261K
RZH
1224
Relyea Zuckerberg Hanson
Connecticut
$260K -$11.2K -163 -4%
ZB
1225
Zions Bancorporation
Utah
$260K