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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 %
TCWA
1226
Ten Capital Wealth Advisors
Washington
$256K +$256K +3,640 New
MJRIC
1227
Mogy Joel R Investment Counsel
California
$255K -$15.5K -220 -6%
IWA
1228
Intercontinental Wealth Advisors
Texas
$254K
AIM
1229
Allen Investment Management
New York
$254K
AIM
1230
Axiom Investment Management
New York
$252K
SRC
1231
Sage Rhino Capital
California
$252K
BMCM
1232
Bryn Mawr Capital Management
Pennsylvania
$249K -$92K -1,312 -27%
WP
1233
WealthPLAN Partners
Nebraska
$248K -$49.2K -618 -17%
MC
1234
Martin & Co
Tennessee
$248K
RWG
1235
Regal Wealth Group
California
$247K -$4.07K -58 -2%
FAM
1236
Formidable Asset Management
Ohio
$246K -$4.59K -64 -2%
BPC
1237
Banque Pictet & Cie
Switzerland
$246K
PCMK
1238
Paragon Capital Management (Kansas)
Kansas
$243K
CS
1239
Cannell & Spears
New York
$241K
LA
1240
LexAurum Advisors
Kansas
$239K +$31.7K +452 +15%
MAP
1241
Milestone Advisory Partners
North Carolina
$238K
ACM
1242
Argent Capital Management
Missouri
$238K
ACM
1243
Ategra Capital Management
Virginia
$234K +$234K +3,332 New
ClearBridge Investments
1244
ClearBridge Investments
New York
$233K +$40.8K +581 +21%
VAM
1245
Verity Asset Management
North Carolina
$232K -$7.94K -113 -3%
JAWM
1246
J. Arnold Wealth Management
Ohio
$230K -$299K -4,250 -57%
KFI
1247
Key Financial Inc
Pennsylvania
$230K -$3.52K -50 -2%
FPCG
1248
Fort Pitt Capital Group
Pennsylvania
$230K +$230K +3,273 New
HCM
1249
Hollencrest Capital Management
California
$229K +$229K +3,263 New
BWP
1250
Baldwin Wealth Partners
Massachusetts
$228K -$27.8K -396 -11%