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iShares Core S&P Small-Cap ETF

941 hedge funds and large institutions have $20B invested in iShares Core S&P Small-Cap ETF in 2017 Q3 according to their latest regulatory filings, with 68 funds opening new positions, 464 increasing their positions, 291 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
941
Holders Change
+24
Holders Change %
+2.62%
% of All Funds
23.5%
Holding in Top 10
165
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+4.43%
% of All Funds
4.12%
New
68
Increased
464
Reduced
291
Closed
35
Calls
$31.1M
Puts
$14.1M
Net Calls
+$17M
Net Calls Change
+$7.24M
Name Holding Trade Value Shares
Change
Shares
Change %
CAM
451
Concorde Asset Management
Michigan
$1.95M +$1.09M +14,661 +126%
RSA
452
Robertson Stephens Advisors
California
$1.93M -$220K -2,960 -10%
PWM
453
Perigon Wealth Management
California
$1.92M -$4.9K -66 -0.3%
OC
454
Oarsman Capital
Wisconsin
$1.91M +$521K +7,016 +37%
CHJWM
455
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.89M -$111K -1,500 -6%
CA
456
Cambridge Advisors
Nebraska
$1.86M
Barclays
457
Barclays
United Kingdom
$1.84M +$1.84M +24,768 +46,732%
BIM
458
Baldwin Investment Management
Pennsylvania
$1.84M -$29K -390 -2%
TCOT
459
Trust Company of Toledo
Ohio
$1.84M -$59.7K -805 -3%
GA
460
GFS Advisors
Texas
$1.84M -$493K -6,645 -21%
ALIONA
461
Allianz Life Insurance of North America
Minnesota
$1.83M +$97.5K +1,136 +6%
BWAM
462
Boyd Watterson Asset Management
Ohio
$1.81M +$58.8K +792 +3%
WTC
463
WhitTier Trust Company
Nevada
$1.78M +$55.7K +750 +3%
PCMK
464
Paragon Capital Management (Kansas)
Kansas
$1.77M -$14.5K -195 -0.8%
CT
465
Cambridge Trust
Massachusetts
$1.76M -$29.6K -399 -2%
BAAM
466
Baker Avenue Asset Management
California
$1.76M +$273K +3,682 +18%
DWT
467
Dorsey & Whitney Trust
South Dakota
$1.76M
APSP
468
Asset Planning Services (Pennsylvania)
Pennsylvania
$1.76M +$64K +862 +4%
First Trust Advisors
469
First Trust Advisors
Illinois
$1.75M -$1.4M -18,859 -44%
CCMG
470
Clark Capital Management Group
Pennsylvania
$1.74M -$1.51M -20,346 -46%
Susquehanna International Group
471
Susquehanna International Group
Pennsylvania
$1.74M -$1.87M -25,185 -52%
SI
472
Stephens Inc
Arkansas
$1.7M +$632K +8,517 +59%
WA
473
Waverly Advisors
Alabama
$1.67M +$1.1M +14,787 +191%
ACM
474
AUA Capital Management
Pennsylvania
$1.66M
FWP
475
FAS Wealth Partners
Kansas
$1.66M +$33.3K +449 +2%