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iShares Core S&P Small-Cap ETF

1,380 hedge funds and large institutions have $21.5B invested in iShares Core S&P Small-Cap ETF in 2020 Q1 according to their latest regulatory filings, with 84 funds opening new positions, 543 increasing their positions, 655 reducing their positions, and 237 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,380
Holders Change
-176
Holders Change %
-11.31%
% of All Funds
30.48%
Holding in Top 10
200
Holding in Top 10 Change
-74
Holding in Top 10 Change %
-27.01%
% of All Funds
4.42%
New
84
Increased
543
Reduced
655
Closed
237
Calls
$24.3M
Puts
$26.6M
Net Calls
-$2.23M
Net Calls Change
-$60.5M
Name Holding Trade Value Shares
Change
Shares
Change %
PWLP
151
Prio Wealth Limited Partnership
Massachusetts
$15.9M -$967K -17,236 -6%
CG
152
Colony Group
Massachusetts
$15.9M +$413K +7,369 +3%
FMII
153
Farmers & Merchants Investments Inc
Nebraska
$15.8M +$14.9M +265,106 +1,537%
FLPIM
154
F.L. Putnam Investment Management
Massachusetts
$15.8M -$3.18M -56,675 -17%
MAFM
155
Mid Atlantic Financial Management
Pennsylvania
$15.6M -$1.02M -18,263 -6%
FTIOP
156
Fiduciary Trust International of Pennsylvania
Pennsylvania
$15.4M +$15.4M +273,730 New
Parallax Volatility Advisers
157
Parallax Volatility Advisers
California
$15.3M +$15.3M +273,286 New
OCG
158
Opus Capital Group
Ohio
$15.3M +$5.63M +100,376 +58%
MA
159
MUFG Americas
New York
$15M -$1.29M -22,966 -8%
GBT
160
Grove Bank & Trust
Florida
$15M -$126K -2,241 -0.8%
HI
161
Hudock Inc
Pennsylvania
$14.6M +$2.46M +43,856 +20%
PWP
162
Personal Wealth Partners
Minnesota
$14.4M +$726K +12,933 +5%
DADC
163
D.A. Davidson & Co
Montana
$14.3M +$2.11M +37,548 +17%
SB
164
Simmons Bank
Arkansas
$14M -$3.52M -62,761 -20%
KA
165
Klingman & Associates
New York
$14M -$8.29M -147,796 -37%
CCA
166
Conservest Capital Advisors
Pennsylvania
$14M +$878K +15,655 +7%
CTA
167
Chesley Taft & Associates
Illinois
$13.9M -$9.24M -164,752 -40%
TSS
168
Two Sigma Securities
New York
$13.9M +$10.5M +186,493 +308%
BOS
169
Bank of Stockton
California
$13.6M -$541K -9,645 -4%
CTC
170
Central Trust Company
Missouri
$13.6M -$1.51M -26,986 -10%
BHWM
171
Bar Harbor Wealth Management
New Hampshire
$13.1M -$329K -5,864 -2%
CWM
172
Cahaba Wealth Management
Georgia
$12.6M +$28.7K +512 +0.2%
TCOV
173
Trust Company of Vermont
Vermont
$12.5M -$1.04M -18,516 -8%
CMA
174
Cedar Mountain Advisors
Oregon
$12.5M -$886K -15,798 -7%
SPC
175
Sigma Planning Corp
Michigan
$12.5M -$4.96M -88,414 -28%