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iShares Core S&P Small-Cap ETF

868 hedge funds and large institutions have $15.6B invested in iShares Core S&P Small-Cap ETF in 2016 Q4 according to their latest regulatory filings, with 159 funds opening new positions, 381 increasing their positions, 218 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
868
Holders Change
+119
Holders Change %
+15.89%
% of All Funds
21.73%
Holding in Top 10
162
Holding in Top 10 Change
+53
Holding in Top 10 Change %
+48.62%
% of All Funds
4.06%
New
159
Increased
381
Reduced
218
Closed
30
Calls
$38M
Puts
$28M
Net Calls
+$10M
Net Calls Change
-$11.4M
Name Holding Trade Value Shares
Change
Shares
Change %
TWM
226
Torch Wealth Management
Ohio
$7.58M +$7.01K +102 +0.1%
SAMC
227
Spectrum Asset Management (California)
California
$7.57M +$7.57M +110,068 New
CCM
228
Condor Capital Management
New Jersey
$7.41M -$62.7K -912 -0.8%
FHA
229
First Horizon Advisors
Tennessee
$7.39M
EWM
230
Evermay Wealth Management
Virginia
$7.33M -$333K -4,842 -4%
SFS
231
Sowell Financial Services
Arkansas
$7.22M +$7.22M +205,008 New
RAM
232
Riggs Asset Management
Pennsylvania
$7.17M +$905K +13,156 +14%
OC
233
Oppenheimer & Co
New York
$7.17M -$252K -3,672 -3%
GIA
234
GHP Investment Advisors
Colorado
$7.1M -$73.4K -1,068 -1%
Legal & General Group
235
Legal & General Group
United Kingdom
$7M +$463K +6,720 +7%
EVM
236
Evelyn V. Moreno
$6.97M -$11.3K -164 -0.2%
AA
237
Advisory Alpha
Michigan
$6.95M +$6.95M +198,922 New
AFP
238
Ausdal Financial Partners
Iowa
$6.83M +$5.96M +86,626 +686%
JIC
239
Johnson Investment Counsel
Ohio
$6.76M +$119K +1,726 +2%
CIM
240
CIM Investment Management
Pennsylvania
$6.75M +$296K +4,310 +5%
Retirement Systems of Alabama
241
Retirement Systems of Alabama
Alabama
$6.58M
HBT
242
Hills Bank & Trust
Iowa
$6.54M -$10.9K -158 -0.2%
SAM
243
Shamrock Asset Management
Texas
$6.54M +$6.54M +95,084 New
BPCE
244
Bank Pictet & Cie (Europe)
Germany
$6.49M +$715K +10,400 +12%
FLPIM
245
F.L. Putnam Investment Management
Massachusetts
$6.47M +$341K +4,956 +6%
SBWM
246
Sunflower Bank Wealth Management
Arizona
$6.44M -$154K -2,240 -2%
CAI
247
Capital Advisors Inc
Oklahoma
$6.44M +$6.44M +93,634 New
PFP
248
Pinnacle Financial Partners
Tennessee
$6.34M +$93.4K +1,358 +1%
GBT
249
Grove Bank & Trust
Florida
$6.34M +$241K +3,498 +4%
PV
250
Private Vista
Illinois
$6.03M +$5.05M +148,250 +515%