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iShares Core S&P Small-Cap ETF

1,332 hedge funds and large institutions have $27.9B invested in iShares Core S&P Small-Cap ETF in 2019 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 595 increasing their positions, 519 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,332
Holders Change
-14
Holders Change %
-1.04%
% of All Funds
28.98%
Holding in Top 10
230
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-3.36%
% of All Funds
5%
New
66
Increased
595
Reduced
519
Closed
66
Calls
$164M
Puts
$5.06M
Net Calls
+$159M
Net Calls Change
-$5.22M
Name Holding Trade Value Shares
Change
Shares
Change %
HPWM
376
Highland Private Wealth Management
Washington
$6.32M +$1.84M +23,485 +41%
KFA
377
Kays Financial Advisory
Georgia
$6.27M +$291K +3,718 +5%
TYCC
378
Texas Yale Capital Corp
Florida
$6.23M -$6.23M -79,542 -50%
GWM
379
Greenwich Wealth Management
Connecticut
$6.14M +$6.14M +78,474 New
ARG
380
Advisory Resource Group
Oklahoma
$6.13M +$213K +2,715 +4%
TF
381
TimeScale Financial
Massachusetts
$6.11M +$709K +9,052 +13%
PAG
382
Private Advisory Group
Washington
$6.1M +$1.93M +24,686 +46%
KLI
383
Kelman-Lazarov Inc
Tennessee
$6.1M +$464K +5,933 +8%
ODG
384
O'Dell Group
Ohio
$6.09M +$50.4K +644 +0.8%
PWAP
385
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$6.07M +$510K +6,520 +9%
SFG
386
Summit Financial Group
West Virginia
$6.06M +$6.06M +77,413 New
BOH
387
Bank of Hawaii
Hawaii
$6.03M -$1.03M -13,215 -15%
SC
388
Sepio Capital
Utah
$6.03M -$1.88K -24 -0%
AP
389
Agilis Partners
Massachusetts
$5.97M +$48.1K +614 +0.8%
DCM
390
DeGreen Capital Management
Arizona
$5.95M -$827K -10,560 -12%
AWM
391
AE Wealth Management
Kansas
$5.9M +$1.23M +15,776 +26%
HCM
392
Hollencrest Capital Management
California
$5.9M +$1.81M +23,107 +44%
GSC
393
G&S Capital
Colorado
$5.85M +$2.93M +37,425 +100%
William Blair & Company
394
William Blair & Company
Illinois
$5.84M +$340K +4,337 +6%
CGA
395
Crescent Grove Advisors
Illinois
$5.77M -$123K -1,570 -2%
RIA
396
Regal Investment Advisors
Michigan
$5.75M +$24.3K +310 +0.4%
BBNA
397
Bremer Bank National Association
Minnesota
$5.71M -$51.5K -658 -0.9%
FTI
398
Fiduciary Trust International
Massachusetts
$5.69M +$5.69M +72,667 New
SBL
399
Sargent Bickham Lagudis
Colorado
$5.67M -$30.7K -392 -0.5%
ONST
400
Old North State Trust
North Carolina
$5.65M +$262K +3,341 +5%