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iShares Core S&P Small-Cap ETF

941 hedge funds and large institutions have $20B invested in iShares Core S&P Small-Cap ETF in 2017 Q3 according to their latest regulatory filings, with 68 funds opening new positions, 464 increasing their positions, 291 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
941
Holders Change
+24
Holders Change %
+2.62%
% of All Funds
23.5%
Holding in Top 10
165
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+4.43%
% of All Funds
4.12%
New
68
Increased
464
Reduced
291
Closed
35
Calls
$31.1M
Puts
$14.1M
Net Calls
+$17M
Net Calls Change
+$7.24M
Name Holding Trade Value Shares
Change
Shares
Change %
LNB
276
Ledyard National Bank
$6.17M +$962K +12,956 +18%
TYCC
277
Texas Yale Capital Corp
Florida
$6.15M
HCP
278
Holt Capital Partners
Texas
$6.14M +$109K +1,471 +2%
JWBC
279
J.W. Burns & Co
New York
$6.09M +$40K +539 +0.7%
AIM
280
Advantage Investment Management
Iowa
$5.94M +$644K +8,671 +12%
ODG
281
O'Dell Group
Ohio
$5.88M +$101K +1,365 +2%
VWM
282
Venturi Wealth Management
Texas
$5.88M +$4.93M +65,566 +523%
SBL
283
Sargent Bickham Lagudis
Colorado
$5.87M -$142K -1,912 -2%
Legal & General Group
284
Legal & General Group
United Kingdom
$5.74M +$318K +4,300 +6%
HJA
285
Hugh Johnson Advisors
New York
$5.74M +$15.1K +204 +0.3%
NAM
286
NTV Asset Management
West Virginia
$5.68M -$105K -1,420 -2%
TCM
287
Traynor Capital Management
Pennsylvania
$5.67M -$252K -3,408 -4%
TIM
288
Tortoise Investment Management
New York
$5.67M +$16.4K +221 +0.3%
BOTW
289
Bank of the West
California
$5.65M -$17.4K -235 -0.3%
Luther King Capital Management (LKCM)
290
Luther King Capital Management (LKCM)
Texas
$5.62M -$28.2K -380 -0.5%
WP
291
WealthSource Partners
California
$5.6M +$560K +7,546 +11%
JIP
292
Jaffetilchin Investment Partners
Florida
$5.58M +$1.45M +19,549 +35%
FHA
293
Flagship Harbor Advisors
Massachusetts
$5.55M +$1.93M +25,767 +53%
PBO
294
Peoples Bank (Ohio)
Ohio
$5.46M -$189K -2,545 -3%
GRP
295
Global Retirement Partners
California
$5.33M +$311K +4,187 +6%
FWCM
296
Ferguson Wellman Capital Management
Oregon
$5.28M
LI
297
LVZ Inc
Michigan
$5.22M +$5.22M +70,347 New
AP
298
Agilis Partners
Massachusetts
$5.19M -$465K -6,266 -8%
GWM
299
Geneos Wealth Management
Colorado
$5.16M -$2.15M -29,007 -29%
FTS
300
Fifth Third Securities
Ohio
$5M -$2M -27,013 -29%