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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 %
MIC
476
Means Investment Company
Maine
$4.11M +$83.3K +1,025 +2%
PWAP
477
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$4.06M -$1.98M -25,402 -33%
CT
478
Coastline Trust
Rhode Island
$4.06M +$6.23K +80 +0.2%
MWM
479
MorganRosel Wealth Management
Colorado
$4.05M +$1.96M +25,215 +94%
FWCM
480
Ferguson Wellman Capital Management
Oregon
$4.05M +$40.4K +519 +1%
PWMAG
481
Pinnacle Wealth Management Advisory Group
New Jersey
$4.05M +$182K +2,335 +5%
FFN
482
Focus Financial Network
Minnesota
$4.04M +$635K +8,156 +19%
PFM
483
Peak Financial Management
Massachusetts
$3.98M +$63.3K +813 +2%
NAM
484
North American Management
Massachusetts
$3.98M -$215K -2,762 -5%
HSWM
485
Hubbell Strickland Wealth Management
Louisiana
$3.96M +$3.96M +50,886 New
DWT
486
Dorsey & Whitney Trust
South Dakota
$3.96M +$157K +2,019 +4%
WSTAM
487
Wilbanks Smith & Thomas Asset Management
Virginia
$3.95M +$3.23M +41,462 +445%
FAIM
488
Financial Advocates Investment Management
Washington
$3.95M -$16K -205 -0.4%
BSW
489
Buckingham Strategic Wealth
Missouri
$3.95M -$390K -5,015 -9%
EPP
490
ETF Portfolio Partners
Kansas
$3.93M +$8.64K +111 +0.2%
SBWM
491
Sunflower Bank Wealth Management
Arizona
$3.91M -$12.6K -162 -0.3%
BCM
492
Boltwood Capital Management
California
$3.91M -$52.1K -669 -1%
PEA
493
Pacific Edge Advisors
California
$3.91M -$140K -1,800 -3%
ONB
494
Old National Bancorp
Indiana
$3.89M -$148K -1,895 -4%
BWA
495
BlueSky Wealth Advisors
North Carolina
$3.85M -$113K -1,503 -3%
1832 Asset Management
496
1832 Asset Management
Ontario, Canada
$3.85M -$38.1M -514,100 -91%
TPWA
497
TRUE Private Wealth Advisors
Oregon
$3.78M +$138K +1,779 +4%
CFB
498
Cullen/Frost Bankers
Texas
$3.77M +$161K +2,071 +4%
EPM
499
Elm Partners Management
Pennsylvania
$3.74M -$465K -5,972 -11%
RIM
500
Redwood Investment Management
Arizona
$3.73M