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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 %
UBV
251
United Bank (Virginia)
Virginia
$11.4M -$32.4K -371 -0.3%
DAS
252
Dynamic Advisor Solutions
Arizona
$11.4M +$426K +4,888 +4%
Manulife (Manufacturers Life Insurance)
253
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$11.4M -$6.04M -69,248 -35%
PAM
254
Peninsula Asset Management
Florida
$11.4M +$158K +1,815 +1%
RIG
255
RiverFront Investment Group
Virginia
$11.4M -$144K -1,647 -1%
JMFC
256
J.M. Forbes & Co
Massachusetts
$11.3M +$37.1K +425 +0.3%
CFD
257
Creative Financial Designs
Indiana
$11.3M +$459K +5,261 +4%
OC
258
Oppenheimer & Co
New York
$11.2M +$1.09M +12,474 +11%
WAM
259
Watermark Asset Management
California
$11.2M -$436K -4,995 -4%
LA
260
Leonetti & Associates
Illinois
$11.1M -$110K -1,263 -1%
CB
261
Community Bank
New York
$11.1M -$6.68M -76,543 -38%
HFA
262
High Falls Advisors
New York
$11.1M -$88.2K -1,011 -0.8%
WDL
263
Well Done LLC
Michigan
$10.8M -$49.3K -565 -0.5%
MSA
264
Marino Stram & Associates
Massachusetts
$10.6M +$961K +11,035 +10%
RRC
265
Relaxing Retirement Coach
Massachusetts
$10.6M -$270K -3,099 -2%
FT
266
Fiduciary Trust
Massachusetts
$10.5M +$2.61M +29,968 +33%
WT
267
Whittier Trust
California
$10.4M +$2.91M +33,351 +39%
NCM
268
Neumann Capital Management
California
$10.3M +$19.6K +225 +0.2%
IFA
269
Interactive Financial Advisors
Illinois
$10.3M +$1.97M +22,558 +24%
JIC
270
Johnson Investment Counsel
Ohio
$10.3M +$1.07M +12,234 +12%
CTA
271
Colonial Trust Advisors
South Carolina
$10.3M +$42.9K +492 +0.4%
Rafferty Asset Management
272
Rafferty Asset Management
New York
$10.3M +$2.02M +23,106 +24%
SCP
273
Silverleafe Capital Partners
Tennessee
$10.3M -$161K -1,843 -2%
SAM
274
Summit Asset Management
Tennessee
$10.3M +$140K +1,607 +1%
GRP
275
Global Retirement Partners
California
$10.2M +$1.76M +20,163 +21%