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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 %
CIA
151
Capital Investment Advisors
Georgia
$20.7M -$263K -3,742 -1%
FWM
152
FFT Wealth Management
Pennsylvania
$20.5M -$1.55M -22,078 -7%
BP
153
Ballentine Partners
Massachusetts
$20.5M -$267K -3,806 -1%
KFA
154
Kays Financial Advisory
Georgia
$20.3M +$1.62M +23,025 +9%
HL
155
HeadInvest LLC
Maine
$20.3M +$335K +4,765 +2%
SWP
156
Stratos Wealth Partners
Ohio
$20M -$948K -13,496 -5%
5L
157
55I LLC
Massachusetts
$19.8M +$9.74M +138,710 +97%
Public Sector Pension Investment Board (PSP Investments)
158
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$19.7M +$18.2M +259,398 +1,209%
FSC
159
Full Sail Capital
Oklahoma
$19.7M +$636K +8,277 +3%
LWMT
160
Legacy Wealth Management (Tennessee)
Tennessee
$19.6M +$4.28K +61 +0%
PI
161
PFS Investments
Georgia
$19.3M +$7.91M +112,604 +69%
CAAS
162
Capital Asset Advisory Services
Michigan
$19.1M +$2.53M +35,989 +15%
RWM
163
RKL Wealth Management
Pennsylvania
$18.6M +$309K +4,396 +2%
HW
164
Hancock Whitney
Mississippi
$18.6M -$809K -11,521 -4%
AWM
165
AE Wealth Management
Kansas
$18.5M -$1.28M -18,265 -6%
HI
166
Horizon Investments
North Carolina
$18.4M +$11.3M +160,358 +157%
Bank of Montreal
167
Bank of Montreal
Ontario, Canada
$18.4M -$7.05M -95,914 -28%
VCM
168
Vision Capital Management
Oregon
$18.2M +$838K +11,931 +5%
CWM
169
Cahaba Wealth Management
Georgia
$18.2M +$598K +8,520 +3%
KA
170
Klingman & Associates
New York
$18.1M +$1.14M +16,277 +7%
OCG
171
Opus Capital Group
Ohio
$18M +$1.57M +22,304 +10%
PWP
172
Personal Wealth Partners
Minnesota
$17.8M -$985K -14,023 -5%
LSERS
173
Louisiana State Employees Retirement System
Louisiana
$17.7M +$12M +171,000 +211%
MAFM
174
Mid Atlantic Financial Management
Pennsylvania
$17.7M -$3.84M -48,185 -18%
CFGS
175
Concourse Financial Group Securities
Alabama
$17.6M +$483K +6,871 +3%