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iShares Core S&P Small-Cap ETF

909 hedge funds and large institutions have $17.8B invested in iShares Core S&P Small-Cap ETF in 2017 Q1 according to their latest regulatory filings, with 97 funds opening new positions, 411 increasing their positions, 297 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
909
Holders Change
+41
Holders Change %
+4.72%
% of All Funds
22.66%
Holding in Top 10
171
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+5.56%
% of All Funds
4.26%
New
97
Increased
411
Reduced
297
Closed
42
Calls
$16.1M
Puts
$11.4M
Net Calls
+$4.76M
Net Calls Change
-$5.25M
Name Holding Trade Value Shares
Change
Shares
Change %
RPGK
401
Retirement Planning Group (Kansas)
Kansas
$2.38M -$360K -5,209 -13%
BCM
402
Barometer Capital Management
Ontario, Canada
$2.35M -$1.05M -15,200 -31%
PAMG
403
Patton Albertson Miller Group
Tennessee
$2.35M +$2.35M +33,816 New
KL
404
KWMG LLC
Kansas
$2.33M -$885K -12,805 -28%
LFPWM
405
Leicht Financial Planning & Wealth Management
New Jersey
$2.32M -$2.22M -32,938 -49%
VHAM
406
Van Hulzen Asset Management
California
$2.32M -$162K -2,336 -7%
MFP
407
Mosaic Financial Partners
California
$2.32M -$68K -983 -3%
FFWA
408
FRG Family Wealth Advisors
Washington
$2.28M +$274K +3,970 +14%
PGFC
409
Peapack-Gladstone Financial Corp
New Jersey
$2.27M +$375K +5,426 +20%
TCM
410
Telos Capital Management
California
$2.23M +$86.2K +1,247 +4%
RSA
411
Robertson Stephens Advisors
California
$2.21M +$209K +2,892 +10%
BCMO
412
Buckingham Capital Management (Ohio)
Ohio
$2.2M -$127K -1,832 -5%
WPW
413
Waldron Private Wealth
Pennsylvania
$2.2M +$2.2M +31,839 New
TFF
414
The Family Firm
Maryland
$2.17M -$218K -3,149 -9%
RIG
415
Renaissance Investment Group
Massachusetts
$2.16M +$303K +4,380 +16%
FWM
416
Frontier Wealth Management
Missouri
$2.15M +$399K +5,771 +23%
AC
417
Abbrea Capital
California
$2.13M +$272K +3,930 +15%
AMG
418
Asset Management Group
Connecticut
$2.12M +$15.8K +228 +0.7%
FHC
419
First Heartland Consultants
Missouri
$2.11M +$693K +10,015 +49%
MAS
420
Managed Account Services
Florida
$2.1M -$32.2K -466 -2%
CWM
421
Cranbrook Wealth Management
Michigan
$2.1M +$38K +550 +2%
CAM
422
Congress Asset Management
Massachusetts
$2.1M -$950K -13,740 -31%
GA
423
GFS Advisors
Texas
$2.06M +$492K +7,107 +31%
PWAP
424
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$2.05M +$313K +4,528 +18%
BPC
425
Banque Pictet & Cie
Switzerland
$2.03M -$166K -2,400 -8%