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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 %
LBC
426
Lowe Brockenbrough & Co
Virginia
$617K +$367K +6,520 +147%
BBHC
427
Brown Brothers Harriman & Co
New York
$615K
AFWA
428
Ancora Family Wealth Advisors
Ohio
$614K -$35.5K -630 -5%
BDF
429
Balasa Dinverno & Foltz
$609K -$72.5K -1,288 -11%
MIC
430
Meridian Investment Counsel
California
$598K +$114K +2,026 +24%
WDL
431
Well Done LLC
Michigan
$592K -$329K -5,842 -36%
CCT
432
Capital City Trust
Florida
$592K
WTC
433
WhitTier Trust Company
Nevada
$590K
PPA
434
Parametric Portfolio Associates
Washington
$584K +$268K +4,762 +85%
BFA
435
Beaumont Financial Advisors
Massachusetts
$570K -$20.8K -354 -4%
OC
436
Oarsman Capital
Wisconsin
$569K +$569K +10,116 New
BRWM
437
B. Riley Wealth Management
Tennessee
$566K -$20.4K -362 -3%
LIA
438
LBMC Investment Advisors
Tennessee
$565K -$101K -1,794 -15%
HCC
439
Hirtle Callaghan & Co
Pennsylvania
$563K +$563K +10,000 New
MC
440
Martin & Co
Tennessee
$557K -$2.33M -41,298 -81%
SWM
441
SVA Wealth Management
Wisconsin
$547K -$3.04K -54 -0.6%
CWA
442
Cypress Wealth Advisors
California
$547K
MPM
443
Meritage Portfolio Management
Kansas
$543K
APSP
444
Asset Planning Services (Pennsylvania)
Pennsylvania
$542K +$15.5K +276 +3%
1IA
445
1834 Investment Advisors
Wisconsin
$540K +$1.8K +32 +0.3%
TIA
446
Tiemann Investment Advisors
California
$540K +$132K +2,336 +32%
ANB
447
Amarillo National Bank
Texas
$532K
CFA
448
Cahill Financial Advisors
Minnesota
$528K -$30.3K -538 -5%
AssetMark Inc
449
AssetMark Inc
California
$523K -$1.2M -21,282 -70%
KIA
450
KCM Investment Advisors
California
$523K -$32.3K -574 -6%