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iShares Core S&P Small-Cap ETF

1,217 hedge funds and large institutions have $27.9B invested in iShares Core S&P Small-Cap ETF in 2018 Q3 according to their latest regulatory filings, with 84 funds opening new positions, 612 increasing their positions, 365 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,217
Holders Change
+32
Holders Change %
+2.7%
% of All Funds
27.87%
Holding in Top 10
225
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-0.88%
% of All Funds
5.15%
New
84
Increased
612
Reduced
365
Closed
44
Calls
$26M
Puts
$34.3M
Net Calls
-$8.26M
Net Calls Change
-$8.88M
Name Holding Trade Value Shares
Change
Shares
Change %
SIC
226
Shoker Investment Counsel
Ohio
$14.2M -$785 -9 -0%
PCFFS
227
Pacific Center for Financial Services
California
$14.2M +$134K +1,536 +1%
RCAG
228
Rehmann Capital Advisory Group
Michigan
$14.1M -$504K -5,775 -3%
CHA
229
Cedar Hill Associates
Illinois
$14M -$42.6K -488 -0.3%
DCM
230
DeGreen Capital Management
Arizona
$14M -$706K -8,094 -5%
TNB
231
Thomasville National Bank
Georgia
$14M +$1.11M +12,679 +9%
SFS
232
Summit Financial Strategies
Ohio
$14M -$309K -3,545 -2%
VWM
233
Venturi Wealth Management
Texas
$13.9M -$1.69M -19,617 -11%
SFA
234
Stewardship Financial Advisors
Georgia
$13.8M -$1.46M -16,697 -10%
PHAM
235
Palisades Hudson Asset Management
Florida
$13.4M -$23.3K -267 -0.2%
MMA
236
Miracle Mile Advisors
California
$13.2M -$472K -5,415 -3%
TAT
237
TD Ameritrade Trust
Colorado
$13.1M +$789K +9,048 +6%
EWM
238
Evermay Wealth Management
Virginia
$13M +$676K +7,748 +5%
AWA
239
Alaska Wealth Advisors
Alaska
$12.8M +$667K +7,644 +6%
SBSB
240
Sullivan, Bruyette, Speros & Blaney
Virginia
$12.6M -$544K -6,236 -4%
RAM
241
Riggs Asset Management
Pennsylvania
$12.2M -$121K -1,382 -1%
EDRIA
242
Edmonds Duncan Registered Investment Advisors
Kansas
$12.1M +$3.14M +35,940 +35%
Deutsche Bank
243
Deutsche Bank
Germany
$12M +$5.63M +64,512 +88%
AWM
244
Altium Wealth Management
New York
$12M +$2.57M +29,464 +27%
HCA
245
Heck Capital Advisors
Wisconsin
$11.7M -$249K -2,854 -2%
PMG
246
ProVise Management Group
Florida
$11.7M -$156K -1,786 -1%
NA
247
NewEdge Advisors
Louisiana
$11.5M +$2.99M +34,800 +35%
AIM
248
Advantage Investment Management
Iowa
$11.5M +$3.59M +41,095 +45%
SC
249
Savant Capital
Illinois
$11.5M +$10.4M +118,768 +894%
Cetera Investment Advisers
250
Cetera Investment Advisers
Illinois
$11.4M +$5.25M +60,246 +85%