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iShares Core S&P Small-Cap ETF

1,346 hedge funds and large institutions have $27.3B invested in iShares Core S&P Small-Cap ETF in 2019 Q1 according to their latest regulatory filings, with 124 funds opening new positions, 645 increasing their positions, 451 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,346
Holders Change
+41
Holders Change %
+3.14%
% of All Funds
29.18%
Holding in Top 10
238
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+1.71%
% of All Funds
5.16%
New
124
Increased
645
Reduced
451
Closed
61
Calls
$177M
Puts
$13.3M
Net Calls
+$164M
Net Calls Change
+$79.9M
Name Holding Trade Value Shares
Change
Shares
Change %
KA
501
Kovack Advisors
Florida
$3.49M +$117K +1,514 +3%
BWA
502
BDO Wealth Advisors
Florida
$3.49M +$1.1M +14,241 +46%
RhumbLine Advisers
503
RhumbLine Advisers
Massachusetts
$3.48M +$2.64M +34,249 +314%
FIB
504
First Interstate Bank
Montana
$3.48M +$131K +1,693 +4%
CFS
505
CRA Financial Services
New Jersey
$3.47M -$293K -3,792 -8%
PA
506
PFG Advisors
Arizona
$3.47M +$209K +2,603 +6%
FTC
507
Farmers Trust Company
Ohio
$3.47M +$91.2K +1,182 +3%
EC
508
Estate Counselors
Wisconsin
$3.46M -$627K -8,130 -15%
FFWA
509
FRG Family Wealth Advisors
Washington
$3.45M +$51.8K +671 +2%
CWM
510
Capital Wealth Management
Rhode Island
$3.45M +$505K +6,544 +17%
RPC
511
Rossmore Private Capital
Connecticut
$3.42M +$1.81M +23,471 +112%
MPW
512
MA Private Wealth
California
$3.42M +$1.12M +14,562 +49%
CASB
513
Cape Ann Savings Bank
Massachusetts
$3.42M +$46.7K +605 +1%
BA
514
Ballew Advisors
Mississippi
$3.42M +$371K +4,558 +12%
NL
515
NWAM LLC
Washington
$3.41M +$336K +4,359 +11%
ATC
516
Adirondack Trust Company
New York
$3.37M -$107K -1,335 -3%
RSWM
517
Robertson Stephens Wealth Management
California
$3.35M +$852K +11,039 +34%
CIC
518
Carnegie Investment Counsel
Ohio
$3.33M +$783K +10,148 +31%
MWM
519
Mascoma Wealth Management
New Hampshire
$3.33M +$222K +2,880 +7%
BHIA
520
Birch Hill Investment Advisors
Massachusetts
$3.31M +$103K +1,329 +3%
IWA
521
Independence Wealth Advisors
Virginia
$3.3M -$1.59M -20,600 -33%
LF
522
Lantz Financial
Illinois
$3.29M +$3.29M +42,687 New
WGCA
523
Wolf Group Capital Advisors
Virginia
$3.29M -$23.6K -306 -0.7%
MI
524
Moneywise Inc
Virginia
$3.28M +$1.08K +14 +0%
NPF
525
Norris Perne & French
Michigan
$3.26M +$751K +11,309 +30%