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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 %
TC
126
Telemus Capital
Michigan
$25.3M -$122K -1,615 -0.5%
CIBC Private Wealth Group
127
CIBC Private Wealth Group
Georgia
$25.3M +$14.8M +211,257 +141%
BF
128
BOK Financial
Oklahoma
$24.7M -$2.66M -37,892 -10%
COPPSERS
129
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$24.5M +$2.99M +42,616 +14%
CPSAC
130
Chas P. Smith & Associates (CPS)
Florida
$24.5M +$672K +9,573 +3%
NQWM
131
Northwest Quadrant Wealth Management
Oregon
$24.2M +$495K +7,073 +2%
CAPTRUST Financial Advisors
132
CAPTRUST Financial Advisors
North Carolina
$23.9M -$6.06M -85,025 -20%
SIC
133
Sigma Investment Counselors
Michigan
$23.9M -$21.9M -312,536 -48%
Barclays
134
Barclays
United Kingdom
$23.5M -$17.8M -253,001 -43%
NA
135
NewEdge Advisors
Louisiana
$22.8M +$2.36M +33,605 +12%
SWM
136
SigFig Wealth Management
California
$22.7M +$1.95M +27,805 +9%
SCA
137
Spearhead Capital Advisors
Florida
$22.7M +$273K +3,890 +1%
Fiera Capital (Canada)
138
Fiera Capital (Canada)
Quebec, Canada
$22.5M +$3.07M +43,758 +16%
PW
139
Price Wealth
Texas
$22.5M -$1.4M -19,872 -6%
CAG
140
Crestwood Advisors Group
Massachusetts
$22.4M +$33.9K +483 +0.2%
CCWA
141
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$22.2M +$193K +2,752 +0.9%
WPA
142
West Paces Advisors
Georgia
$21.7M +$289K +4,120 +1%
GBT
143
Grove Bank & Trust
Florida
$21.5M +$202K +2,873 +0.9%
AAS
144
Annex Advisory Services
Wisconsin
$21.3M +$92.1K +1,312 +0.4%
JWA
145
JFS Wealth Advisors
Pennsylvania
$21.2M -$290K -4,135 -1%
CCFM
146
Clear Creek Financial Management
Washington
$21.2M +$18.6M +264,648 +718%
FLPIM
147
F.L. Putnam Investment Management
Massachusetts
$21.1M -$461K -6,569 -2%
CG
148
Colony Group
Massachusetts
$21.1M +$1.47M +20,886 +7%
AFG
149
Albion Financial Group
Utah
$20.9M -$116K -1,654 -0.6%
CCM
150
Covington Capital Management
California
$20.7M -$3.03M -43,093 -13%