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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 %
TSWM
501
Triangle Securities Wealth Management
North Carolina
$1.38M +$1.38M +18,560 New
RPG
502
Risk Paradigm Group
Texas
$1.37M +$1.56K +21 +0.1%
IWA
503
IBEX Wealth Advisors
New Jersey
$1.37M +$176K +2,361 +15%
OA
504
Outfitter Advisors
Virginia
$1.35M
NFG
505
Next Financial Group
Texas
$1.35M +$299K +4,010 +29%
PL
506
Parthenon LLC
Kentucky
$1.34M +$354K +4,775 +36%
CCP
507
Cardan Capital Partners
Colorado
$1.34M +$99K +1,334 +8%
MCM
508
Maple Capital Management
Vermont
$1.34M +$10K +135 +0.8%
CBT
509
Central Bank & Trust
Kentucky
$1.33M -$255K -3,429 -16%
Lido Advisors
510
Lido Advisors
California
$1.32M +$668K +8,924 +103%
BJL
511
Brighton Jones LLC
Washington
$1.32M +$371K +5,000 +39%
BWA
512
BDO Wealth Advisors
Florida
$1.31M +$189K +2,550 +17%
OLA
513
Oliver Luxxe Assets
New Jersey
$1.3M +$24.8K +334 +2%
KBFS
514
Kohmann Bosshard Financial Services
Ohio
$1.29M +$1.29M +17,355 New
Schroder Investment Management Group
515
Schroder Investment Management Group
United Kingdom
$1.28M
MCTIC
516
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$1.28M -$1.35M
SCA
517
Stonebridge Capital Advisors
Minnesota
$1.28M +$3.27K +44 +0.3%
ST
518
Somerset Trust
Pennsylvania
$1.27M +$12.5K +169 +1%
AW
519
ACG Wealth
Georgia
$1.27M +$17.8K +240 +1%
CBU
520
CIBC Bank USA
Illinois
$1.27M +$93.1K +1,255 +8%
CIC
521
Carnegie Investment Counsel
Ohio
$1.26M +$255K +3,424 +25%
CBN
522
Cadence Bank NA
Texas
$1.26M +$1.26M +16,992 New
RI
523
RPTC Inc
Wyoming
$1.26M +$1.26M +16,949 New
GP
524
Geneva Partners
Wisconsin
$1.23M +$1.23M +16,609 New
BFPW
525
BOK Financial Private Wealth
Colorado
$1.23M -$147K -1,981 -11%