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iShares Core S&P Small-Cap ETF

1,332 hedge funds and large institutions have $27.9B invested in iShares Core S&P Small-Cap ETF in 2019 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 595 increasing their positions, 519 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,332
Holders Change
-14
Holders Change %
-1.04%
% of All Funds
28.98%
Holding in Top 10
230
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-3.36%
% of All Funds
5%
New
66
Increased
595
Reduced
519
Closed
66
Calls
$164M
Puts
$5.06M
Net Calls
+$159M
Net Calls Change
-$5.22M
Name Holding Trade Value Shares
Change
Shares
Change %
LIM
501
Leavell Investment Management
Alabama
$3.63M -$151K -1,923 -4%
CFB
502
Cullen/Frost Bankers
Texas
$3.63M -$146K -1,871 -4%
MI
503
Moneywise Inc
Virginia
$3.58M +$240K +3,069 +7%
CWM
504
Capital Wealth Management
Rhode Island
$3.56M +$62.9K +804 +2%
CFS
505
CRA Financial Services
New Jersey
$3.55M +$26.4K +337 +0.7%
RSWM
506
Robertson Stephens Wealth Management
California
$3.55M +$144K +1,846 +4%
FWM
507
Frontier Wealth Management
Missouri
$3.54M +$513K +6,549 +17%
QAM
508
QCI Asset Management
New York
$3.52M -$49.5K -632 -1%
BPWA
509
Beacon Pointe Wealth Advisors
California
$3.51M +$233K +2,970 +7%
FTC
510
Farmers Trust Company
Ohio
$3.5M -$23.4K -299 -0.7%
IWA
511
Independence Wealth Advisors
Virginia
$3.48M +$140K +1,789 +4%
NL
512
NWAM LLC
Washington
$3.48M +$21.1K +269 +0.6%
PCM
513
Parsons Capital Management
Rhode Island
$3.47M -$97.7K -1,248 -3%
RPC
514
Rossmore Private Capital
Connecticut
$3.47M -$98.9K -1,230 -3%
NPF
515
Norris Perne & French
Michigan
$3.46M -$391K -4,994 -10%
CASB
516
Cape Ann Savings Bank
Massachusetts
$3.46M -$11.5K -147 -0.3%
BA
517
Ballew Advisors
Mississippi
$3.46M +$187K +2,407 +6%
BHIA
518
Birch Hill Investment Advisors
Massachusetts
$3.45M +$86.6K +1,106 +3%
FFN
519
Focus Financial Network
Minnesota
$3.43M +$724K +9,250 +27%
MWM
520
Mascoma Wealth Management
New Hampshire
$3.42M +$49.6K +633 +1%
OCM
521
One Capital Management
California
$3.42M +$129K +1,650 +4%
LDB
522
Lee, Danner & Bass
Tennessee
$3.39M -$196K -2,510 -5%
SGK
523
Steigerwald Gordon & Koch
Virginia
$3.38M -$176K -2,249 -5%
WHG
524
Westwood Holdings Group
Texas
$3.38M +$313K +3,997 +10%
OWP
525
Obermeyer Wealth Partners
Colorado
$3.37M +$169K +2,153 +5%