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iShares Core S&P Small-Cap ETF

682 hedge funds and large institutions have $10.1B invested in iShares Core S&P Small-Cap ETF in 2016 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 270 increasing their positions, 259 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
682
Holders Change
+1
Holders Change %
+0.15%
% of All Funds
18.2%
Holding in Top 10
97
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+3.19%
% of All Funds
2.59%
New
57
Increased
270
Reduced
259
Closed
47
Calls
$11.9M
Puts
$8.51M
Net Calls
+$3.42M
Net Calls Change
+$810K
Name Holding Trade Value Shares
Change
Shares
Change %
William Blair & Company
351
William Blair & Company
Illinois
$1.1M -$150K -2,660 -12%
Capital Fund Management (CFM)
352
Capital Fund Management (CFM)
France
$1.09M -$1.67M -29,610 -60%
Schroder Investment Management Group
353
Schroder Investment Management Group
United Kingdom
$1.09M
SWA
354
Sutton Wealth Advisors
Florida
$1.08M +$1.08M +19,200 New
LNC
355
Lincoln National Corp
Pennsylvania
$1.08M +$215K +3,824 +25%
CASB
356
Cape Ann Savings Bank
Massachusetts
$1.07M +$380K +6,740 +55%
Invesco
357
Invesco
Georgia
$1.07M -$78.7K -1,398 -7%
OLA
358
Oliver Luxxe Assets
New Jersey
$1.07M -$958K -18,596 Closed
CHJWM
359
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.05M +$35.4K +630 +3%
SWP
360
Stratos Wealth Partners
Ohio
$1.03M -$558K -9,908 -35%
FNBOO
361
First National Bank of Omaha
Nebraska
$1.02M -$142K -2,526 -12%
I
362
IberiaBank
Louisiana
$1.01M -$160K -2,848 -14%
GWM
363
Geneos Wealth Management
Colorado
$1M +$1M +17,806 New
CPO
364
Cerity Partners OCIO
New York
$988K -$38.3K -680 -4%
OA
365
Outfitter Advisors
Virginia
$987K
ST
366
Somerset Trust
Pennsylvania
$982K -$10K -178 -1%
BCM
367
Brookstone Capital Management
Illinois
$978K +$978K +17,378 New
PCM
368
Parsons Capital Management
Rhode Island
$977K +$24.5K +436 +3%
MWM
369
MinichMacGregor Wealth Management
New York
$975K -$2.39M -42,476 -71%
SC
370
Savant Capital
Illinois
$974K -$13.1K -232 -1%
CIS
371
Connors Investor Services
Pennsylvania
$957K +$957K +17,010 New
EFS
372
Essex Financial Services
Connecticut
$953K -$1.24K -22 -0.1%
ASN
373
Advisory Services Network
Georgia
$952K +$570K +10,126 +149%
CF
374
Corrigan Financial
Rhode Island
$927K +$303K +5,380 +49%
CC
375
Cadinha & Co
Hawaii
$925K +$1.24K +22 +0.1%