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iShares Core S&P Small-Cap ETF

1,141 hedge funds and large institutions have $21.7B invested in iShares Core S&P Small-Cap ETF in 2018 Q1 according to their latest regulatory filings, with 88 funds opening new positions, 543 increasing their positions, 378 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,141
Holders Change
+28
Holders Change %
+2.52%
% of All Funds
26.19%
Holding in Top 10
193
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+1.05%
% of All Funds
4.43%
New
88
Increased
543
Reduced
378
Closed
50
Calls
$30.5M
Puts
$35.9M
Net Calls
-$5.34M
Net Calls Change
-$2.71M
Name Holding Trade Value Shares
Change
Shares
Change %
BCM
226
Brookstone Capital Management
Illinois
$10.2M +$1.14M +14,818 +13%
RIG
227
RiverFront Investment Group
Virginia
$10.1M -$561K -7,280 -5%
UBV
228
United Bank (Virginia)
Virginia
$9.95M +$596K +7,741 +6%
PAM
229
Peninsula Asset Management
Florida
$9.9M -$65.4K -849 -0.7%
HCA
230
Heck Capital Advisors
Wisconsin
$9.86M -$2.02M -26,198 -17%
SFS
231
Sowell Financial Services
Arkansas
$9.76M +$4.05M +51,754 +71%
Legal & General Group
232
Legal & General Group
United Kingdom
$9.73M +$3.76M +48,974 +63%
FTIOP
233
Fiduciary Trust International of Pennsylvania
Pennsylvania
$9.68M +$1.02M +13,250 +12%
HFA
234
High Falls Advisors
New York
$9.68M -$246K -3,192 -2%
JMFC
235
J.M. Forbes & Co
Massachusetts
$9.62M +$187K +2,423 +2%
Luther King Capital Management (LKCM)
236
Luther King Capital Management (LKCM)
Texas
$9.57M -$449K -5,832 -4%
QIM
237
Quantitative Investment Management
Virginia
$9.56M -$29.9M -388,300 -76%
CIM
238
CIM Investment Management
Pennsylvania
$9.45M +$335K +4,344 +4%
VFA
239
Valeo Financial Advisors
Indiana
$9.4M +$2.05M +26,567 +28%
ECM
240
Exchange Capital Management
Michigan
$9.19M -$931K -12,095 -9%
NCM
241
Neumann Capital Management
California
$9.1M +$35.1K +456 +0.4%
WDL
242
Well Done LLC
Michigan
$9.09M +$373K +4,845 +4%
PWS
243
Paragon Wealth Strategies
Florida
$9.09M -$1.47M -19,059 -14%
SCP
244
Silverleafe Capital Partners
Tennessee
$9.08M +$254K +3,298 +3%
LNC
245
Lincoln National Corp
Pennsylvania
$9.06M -$7.42M -96,383 -45%
Mariner
246
Mariner
Kansas
$9.04M +$1.06M +13,715 +13%
LFS
247
Legacy Financial Strategies
Kansas
$9.04M +$2.15M +27,903 +31%
CFD
248
Creative Financial Designs
Indiana
$9M +$837K +10,865 +10%
FMC
249
First Merchants Corp
Indiana
$8.93M +$15.3K +199 +0.2%
DAS
250
Dynamic Advisor Solutions
Arizona
$8.9M +$6.89M +89,482 +343%