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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 %
GT
201
Glenview Trust
Kentucky
$14.3M +$50K +712 +0.4%
CMA
202
Cedar Mountain Advisors
Oregon
$14.2M +$26.1K +372 +0.2%
Principal Financial Group
203
Principal Financial Group
Iowa
$14.2M -$830K -11,825 -6%
Legal & General Group
204
Legal & General Group
United Kingdom
$14.1M +$3.2M +45,500 +29%
SPC
205
Sigma Planning Corp
Michigan
$14.1M -$1.41M -20,092 -9%
HS
206
Horan Securities
United States
$14M -$901K -12,829 -6%
CCFCSB
207
Cape Cod Five Cents Savings Bank
Massachusetts
$13.9M -$1.09M -15,461 -7%
CFIA
208
Cantor Fitzgerald Investment Advisors
New York
$13.9M -$11.5K -168 -0.1%
FCBT
209
First Citizens Bank & Trust
North Carolina
$13.7M -$861K -12,262 -6%
AWC
210
Abundance Wealth Counselors
Pennsylvania
$13.7M -$263K -3,751 -2%
LSAG
211
Lake Street Advisors Group
New Hampshire
$13.6M -$422K -6,008 -3%
TFO
212
Tarbox Family Office
California
$13.6M +$1.35M +19,166 +11%
SMC
213
Smith, Moore & Co
Missouri
$13.6M -$755K -10,757 -5%
SWPG
214
Strategic Wealth Partners Group
Illinois
$13.5M +$630K +8,972 +5%
AIA
215
Ally Invest Advisors
North Carolina
$13.5M +$1.02M +14,491 +8%
FAAS
216
First Allied Advisory Services
California
$13.4M +$481K +6,855 +4%
LP
217
LGL Partners
Pennsylvania
$13.3M -$1.32M -18,832 -9%
WWM
218
Windsor Wealth Management
Indiana
$13.1M -$664K -8,843 -5%
FMWA
219
Forvis Mazars Wealth Advisors
Missouri
$13M +$11.2M +160,176 +644%
FWM
220
Fairhaven Wealth Management
Illinois
$12.7M +$37.2K +529 +0.3%
TF
221
TimeScale Financial
Massachusetts
$12.6M -$64K -898 -0.5%
SFS
222
Summit Financial Strategies
Ohio
$12.5M -$214K -3,043 -2%
FCI
223
Financial Counselors Inc
Kansas
$12.5M -$2.09M -29,801 -14%
RJT
224
Raymond James Trust
Florida
$12.4M +$47.8K +680 +0.4%
BOS
225
Bank of Stockton
California
$12.3M -$1.34M -19,042 -10%