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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 %
TL
501
TrueWealth LLC
Georgia
$3.72M -$296K -3,807 -7%
CIC
502
Carnegie Investment Counsel
Ohio
$3.69M -$71.4K -917 -2%
CWM
503
Capital Wealth Management
Rhode Island
$3.58M +$36.7K +472 +1%
FIB
504
First Interstate Bank
Montana
$3.54M -$326K -4,184 -8%
FTC
505
Farmers Trust Company
Ohio
$3.54M +$65.9K +847 +2%
MAS
506
Madden Advisory Services
Florida
$3.53M -$908K -11,667 -20%
CFS
507
CRA Financial Services
New Jersey
$3.53M -$6.38K -82 -0.2%
QAM
508
QCI Asset Management
New York
$3.52M +$25.4K +326 +0.7%
LIM
509
Leavell Investment Management
Alabama
$3.51M -$98.5K -1,265 -3%
BA
510
Ballew Advisors
Mississippi
$3.5M +$172K +2,297 +5%
RPC
511
Rossmore Private Capital
Connecticut
$3.48M +$120K +1,539 +4%
NPF
512
Norris Perne & French
Michigan
$3.45M +$6.85K +88 +0.2%
CCM
513
Canal Capital Management
Virginia
$3.44M +$113K +1,446 +3%
WHG
514
Westwood Holdings Group
Texas
$3.43M +$73.3K +942 +2%
PCM
515
Parsons Capital Management
Rhode Island
$3.4M -$54.9K -705 -2%
TA
516
Tiedemann Advisors
New York
$3.39M -$261K -3,358 -7%
CASB
517
Cape Ann Savings Bank
Massachusetts
$3.37M -$68.9K -885 -2%
PGFC
518
Peapack-Gladstone Financial Corp
New Jersey
$3.36M +$129K +1,662 +4%
WGCA
519
Wolf Group Capital Advisors
Virginia
$3.36M +$75.7K +972 +2%
BHIA
520
Birch Hill Investment Advisors
Massachusetts
$3.32M -$105K -1,352 -3%
IWA
521
Independence Wealth Advisors
Virginia
$3.31M -$150K -1,927 -4%
PSUF
522
People's United Financial
Connecticut
$3.31M -$4.75K -61 -0.1%
NL
523
NWAM LLC
Washington
$3.31M -$153K -1,967 -4%
SGK
524
Steigerwald Gordon & Koch
Virginia
$3.3M -$67.4K -866 -2%
TCM
525
Telos Capital Management
California
$3.28M +$23K +296 +0.7%