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iShares Core S&P Small-Cap ETF

1,330 hedge funds and large institutions have $27.9B invested in iShares Core S&P Small-Cap ETF in 2019 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 591 increasing their positions, 509 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,330
Holders Change
-2
Holders Change %
-0.15%
% of All Funds
29.21%
Holding in Top 10
225
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-2.17%
% of All Funds
4.94%
New
67
Increased
591
Reduced
509
Closed
54
Calls
$167M
Puts
$4.52M
Net Calls
+$162M
Net Calls Change
+$3.32M
Name Holding Trade Value Shares
Change
Shares
Change %
S
376
Schroders
United Kingdom
$6.38M -$185M -2,373,666 -97%
NAM
377
NTV Asset Management
West Virginia
$6.36M -$307K -3,950 -5%
JWBC
378
J.W. Burns & Co
New York
$6.31M -$75.8K -974 -1%
PCFFS
379
Pacific Center for Financial Services
California
$6.3M -$187K -2,402 -3%
PAG
380
Private Advisory Group
Washington
$6.29M +$218K +2,805 +4%
ONST
381
Old North State Trust
North Carolina
$6.27M +$655K +8,412 +12%
BFM
382
Boston Financial Management
Massachusetts
$6.26M -$155K -1,988 -2%
ODG
383
O'Dell Group
Ohio
$6.26M +$201K +2,577 +3%
BAM
384
Burgundy Asset Management
Ontario, Canada
$6.25M +$6.25M +80,293 New
KFA
385
Kays Financial Advisory
Georgia
$6.24M -$2.18K -28 -0%
AWM
386
AE Wealth Management
Kansas
$6.21M +$338K +4,336 +6%
TYCC
387
Texas Yale Capital Corp
Florida
$6.19M
SFG
388
Summit Financial Group
West Virginia
$6.17M +$147K +1,883 +2%
CCMG
389
Clark Capital Management Group
Pennsylvania
$6.06M +$4.33M +55,571 +249%
ARG
390
Advisory Resource Group
Oklahoma
$5.99M -$108K -1,389 -2%
BOH
391
Bank of Hawaii
Hawaii
$5.98M -$11.6K -149 -0.2%
GWM
392
Greenwich Wealth Management
Connecticut
$5.97M -$144K -1,844 -2%
WI
393
Wintrust Investments
Illinois
$5.95M -$838K -10,761 -12%
AWM
394
Avondale Wealth Management
Texas
$5.94M -$1.91M -24,488 -24%
RIA
395
Regal Investment Advisors
Michigan
$5.88M +$166K +2,137 +3%
GSC
396
G&S Capital
Colorado
$5.83M +$12.5K +161 +0.2%
BFO
397
Biltmore Family Office
North Carolina
$5.75M +$790K +10,145 +16%
ABC
398
Associated Banc-Corp
Wisconsin
$5.75M +$967K +12,426 +20%
SBL
399
Sargent Bickham Lagudis
Colorado
$5.63M -$2.57K -33 -0%
William Blair & Company
400
William Blair & Company
Illinois
$5.6M -$209K -2,687 -4%