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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 %
IRAG
1376
Investment Research & Advisory Group
Georgia
$28K
IA
1377
Independence Advisors
Pennsylvania
$28K
TFA
1378
Toth Financial Advisory
Virginia
$28K +$208 +3 +0.7%
NG
1379
NWK Group
California
$27K -$1.55K -23 -5%
CAM
1380
Costello Asset Management
Pennsylvania
$27K +$27K +400 New
CAM
1381
ClariVest Asset Management
California
$26K +$26K +380 New
AIM
1382
Anchor Investment Management
South Carolina
$25.7K -$1.71K -25 -6%
LWA
1383
Lowe Wealth Advisors
Maryland
$25K
HWA
1384
HCR Wealth Advisors
California
$25K +$13.4K +200 +116%
AP
1385
Atwood & Palmer
Missouri
$24K -$26.9K -393 -53%
SIS
1386
Sound Income Strategies
Florida
$23K -$7.57K -109 -25%
EK
1387
Evensky & Katz
Florida
$23K -$2.16K -32 -9%
PCTC
1388
Perkins Coie Trust Company
Washington
$23K
CICI
1389
Capital Investment Counsel Inc
North Carolina
$23K
CFG
1390
Capstone Financial Group
Oklahoma
$23K +$23K +342 New
TCM
1391
Tradewinds Capital Management
Washington
$22K
EWM
1392
Elmwood Wealth Management
California
$21K -$13.7K -202 -39%
CP
1393
Covenant Partners
Tennessee
$20K
RTC
1394
Riverview Trust Company
Washington
$20K
RFA
1395
Reilly Financial Advisors
California
$19K -$1.54K -22 -8%
CH
1396
Canton Hathaway
Rhode Island
$18K
PFSC
1397
Peoples Financial Services Corp
Pennsylvania
$17K
NA
1398
Nottingham Advisors
New York
$15.5K +$842 +12,299 +6%
JHCP
1399
Jackson Hole Capital Partners
Oklahoma
$15K
RCA
1400
Ranch Capital Advisors
Florida
$15K