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iShares Core S&P Small-Cap ETF

1,722 hedge funds and large institutions have $40B invested in iShares Core S&P Small-Cap ETF in 2020 Q4 according to their latest regulatory filings, with 340 funds opening new positions, 665 increasing their positions, 568 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,722
Holders Change
+272
Holders Change %
+18.76%
% of All Funds
30.55%
Holding in Top 10
290
Holding in Top 10 Change
+83
Holding in Top 10 Change %
+40.1%
% of All Funds
5.15%
New
340
Increased
665
Reduced
568
Closed
42
Calls
$264M
Puts
$124M
Net Calls
+$139M
Net Calls Change
+$17.4M
Name Holding Trade Value Shares
Change
Shares
Change %
CAPTRUST Financial Advisors
126
CAPTRUST Financial Advisors
North Carolina
$38.2M +$7.14M +76,969 +23%
WA
127
Wealth Architects
California
$38M -$1.82M -19,785 -5%
AllianceBernstein
128
AllianceBernstein
Tennessee
$37.5M -$3.36M -36,518 -8%
BCI
129
Brinker Capital Investments
Pennsylvania
$37.4M -$11M -119,830 -23%
WT
130
Whittier Trust
California
$36.9M +$1.13M +12,280 +3%
Bank of Nova Scotia
131
Bank of Nova Scotia
Ontario, Canada
$36.8M +$36.8M +399,902 New
AAS
132
Avantax Advisory Services
Texas
$35.4M -$21.4M -232,969 -38%
MGIA
133
Moneta Group Investment Advisors
Missouri
$35.1M +$1.4M +15,210 +4%
VR
134
Viridian RIA
Washington
$35.1M -$837K -9,111 -2%
CG
135
Colony Group
Massachusetts
$34.9M +$7.37M +80,235 +27%
CIBC Private Wealth Group
136
CIBC Private Wealth Group
Georgia
$33.9M +$718K +7,812 +2%
NQWM
137
Northwest Quadrant Wealth Management
Oregon
$33.4M +$1.62M +17,644 +5%
CA
138
Cetera Advisors
Colorado
$33.2M -$717K -7,802 -2%
SWM
139
SigFig Wealth Management
California
$33M +$3.24M +35,230 +11%
SCA
140
Spearhead Capital Advisors
Florida
$33M +$3.32M +36,086 +11%
CPSAC
141
Chas P. Smith & Associates (CPS)
Florida
$33M +$1M +10,918 +3%
MWM
142
Mission Wealth Management
California
$32.7M -$1.19M -12,936 -4%
CAG
143
Crestwood Advisors Group
Massachusetts
$32.6M +$3.2M +34,852 +11%
PI
144
PFS Investments
Georgia
$32.2M +$5.26M +53,616 +20%
MAFM
145
Mid Atlantic Financial Management
Pennsylvania
$31.8M +$11.5M +124,622 +56%
BF
146
BOK Financial
Oklahoma
$31.5M -$848K -9,224 -3%
TCM
147
Twele Capital Management
Minnesota
$31.2M -$4.35M -47,371 -12%
AFG
148
Albion Financial Group
Utah
$31M +$3.57M +38,805 +13%
PWAG
149
Polaris Wealth Advisory Group
California
$30.8M +$18.5M +189,812 +151%
Barclays
150
Barclays
United Kingdom
$30.8M