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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 %
GFPC
1676
Global Financial Private Client
Florida
$15.2K +$15.2K +165 New
BWL
1677
Bogart Wealth LLC
Virginia
$15K +$2.41K +27 +19%
NL
1678
NVWM LLC
Pennsylvania
$14K
PP
1679
Pacifica Partners
Canada
$14K +$14K +148 New
DAC
1680
Dividend Assets Capital
South Carolina
$13K +$12.1K +134 +1,340%
PWA
1681
Phoenix Wealth Advisors
North Carolina
$12K +$12K +134 New
FWM
1682
FSA Wealth Management
Massachusetts
$11K +$11K +120 New
IA
1683
Inspire Advisors
Idaho
$11K +$11K +124 New
CMBA
1684
C.M. Bidwell & Associates
Hawaii
$10K
DOA
1685
D'Orazio & Associates
Virginia
$10K +$10K +105 New
SIAG
1686
Safeguard Investment Advisory Group
California
$9K +$9K +100 New
MIM
1687
Merrion Investment Management
New Jersey
$9K +$9K +100 New
FA
1688
Financial Avengers
California
$9K +$9K +100 New
AIC
1689
Archer Investment Corporation
Indiana
$8.27K
FPFS
1690
First Personal Financial Services
North Carolina
$8K
CPWM
1691
Cypress Point Wealth Management
Texas
$8K +$8K +82 New
FMB
1692
Field & Main Bank
Kentucky
$8K +$8K +89 New
ACA
1693
Aptus Capital Advisors
Alabama
$7K -$83.3K -1,012 -92%
PK
1694
Pflug Koory
Nebraska
$7K
VNA
1695
Valley National Advisers
Pennsylvania
$7K +$354 +4 +5%
JPLA
1696
Joseph P. Lucia & Associates
New York
$7K +$7K +76 New
CFN
1697
Cordasco Financial Network
Florida
$6K
AWM
1698
AllSquare Wealth Management
New York
$6K
SFSG
1699
Sound Financial Strategies Group
Mississippi
$5K -$467K -4,580 -99%
HFA
1700
HC Financial Advisors
California
$5K