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iShares Core S&P Small-Cap ETF

1,217 hedge funds and large institutions have $27.9B invested in iShares Core S&P Small-Cap ETF in 2018 Q3 according to their latest regulatory filings, with 84 funds opening new positions, 612 increasing their positions, 365 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,217
Holders Change
+32
Holders Change %
+2.7%
% of All Funds
27.87%
Holding in Top 10
225
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-0.88%
% of All Funds
5.15%
New
84
Increased
612
Reduced
365
Closed
44
Calls
$26M
Puts
$34.3M
Net Calls
-$8.26M
Net Calls Change
-$8.88M
Name Holding Trade Value Shares
Change
Shares
Change %
EFSCE
476
Enterprise Financial Services Corp (EFSC)
Missouri
$3.58M -$536K -6,143 -13%
MI
477
Moneywise Inc
Virginia
$3.57M -$224K -2,564 -6%
AWA
478
Arete Wealth Advisors
Illinois
$3.53M +$304K +3,484 +9%
NL
479
NWAM LLC
Washington
$3.52M +$570K +6,538 +19%
PWM
480
Perigon Wealth Management
California
$3.51M +$1.11M +12,646 +46%
HB
481
Homrich & Berg
Georgia
$3.5M +$1.54M +17,634 +79%
PCM
482
Peak Capital Management
Colorado
$3.45M -$30.4K -384 -0.9%
CCG
483
Cypress Capital Group
Florida
$3.43M -$59.2K -679 -2%
NDSI
484
Newman Dignan & Sheerar Inc
Rhode Island
$3.42M +$1.43K +17 +0%
PGFC
485
Peapack-Gladstone Financial Corp
New Jersey
$3.42M +$268K +3,067 +8%
EFS
486
Essex Financial Services
Connecticut
$3.33M +$727K +8,333 +28%
ACM
487
Armbruster Capital Management
New York
$3.31M
PWMAG
488
Pinnacle Wealth Management Advisory Group
New Jersey
$3.26M +$798K +9,150 +32%
BCWM
489
Blue Chip Wealth Management
Florida
$3.26M +$5.85K +67 +0.2%
SIAM
490
Sterling Investment Advisors (Missouri)
Missouri
$3.24M -$181K -2,079 -5%
AC
491
Alley Company
Illinois
$3.24M +$36.5K +418 +1%
RTS
492
Round Table Services
New Jersey
$3.22M -$5.56M -63,783 -63%
NPF
493
Norris Perne & French
Michigan
$3.22M +$15.6K +179 +0.5%
ST
494
Spinnaker Trust
Maine
$3.21M +$16.8K +193 +0.5%
RIM
495
Redwood Investment Management
Arizona
$3.18M +$44.8K +514 +1%
SCA
496
Stillwater Capital Advisors
Pennsylvania
$3.18M +$346K +3,969 +12%
PAS
497
Partnervest Advisory Services
California
$3.18M +$2.71M +31,025 +574%
BCMO
498
Buckingham Capital Management (Ohio)
Ohio
$3.17M +$192K +2,205 +6%
AA
499
Ancora Advisors
Ohio
$3.16M +$180K +2,058 +6%
BFWA
500
Benchmark Financial Wealth Advisors
Florida
$3.16M +$3.16M +36,168 New