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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 %
PGAM
1501
Princeton Global Asset Management
New Jersey
-$150K -2,675 Closed
SFSG
1502
Stearns Financial Services Group
North Carolina
-$136K -2,423 Closed
AWM
1503
Aberdeen Wealth Management
Illinois
-$133K -2,364 Closed
LSA
1504
Lion Street Advisors
Texas
-$130K -2,311 Closed
CBT
1505
Capital Bank & Trust
California
-$129K -2,302 Closed
MCM
1506
McMillion Capital Management
North Carolina
-$116K -2,061 Closed
CS
1507
Capital Square
Tennessee
-$78K -1,393 Closed
FA
1508
Fortis Advisors
Pennsylvania
-$66K -1,182 Closed
FEG
1509
Financial Enhancement Group
Indiana
-$55K -978 Closed
WCM
1510
Wealthcare Capital Management
Virginia
-$32K -562 Closed
TC
1511
Tatro Capital
Kentucky
-$28K -500 Closed
RFM
1512
Royal Fund Management
Florida
-$25K -463 Closed
CDIA
1513
Capital Directions Investment Advisors
Georgia
-$19K -341 Closed
ACA
1514
Atlas Capital Advisors
Wyoming
-$16.8K -300 Closed
DWM
1515
Darwin Wealth Management
Florida
-$13K -252 Closed
FGAM
1516
Financial Gravity Asset Management
Texas
-$14 -250 Closed
GFPC
1517
Global Financial Private Client
Florida
-$10.8K -207 Closed
MWM
1518
MBE Wealth Management
Wisconsin
-$10K -191 Closed
MCM
1519
MV Capital Management
Maryland
-$9K -161 Closed
LAS
1520
Lloyd Advisory Services
Georgia
-$3K -61 Closed
HGWM
1521
Harvest Group Wealth Management
Massachusetts
-$2K -47 Closed
1W
1522
1776 Wealth
Georgia
-$1K -24 Closed