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iShares Core S&P Small-Cap ETF

682 hedge funds and large institutions have $10.1B invested in iShares Core S&P Small-Cap ETF in 2016 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 270 increasing their positions, 259 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
682
Holders Change
+1
Holders Change %
+0.15%
% of All Funds
18.2%
Holding in Top 10
97
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+3.19%
% of All Funds
2.59%
New
57
Increased
270
Reduced
259
Closed
47
Calls
$11.9M
Puts
$8.51M
Net Calls
+$3.42M
Net Calls Change
+$810K
Name Holding Trade Value Shares
Change
Shares
Change %
CAS
526
Cue Advisory Services
Arizona
$309K +$10.5K +186 +4%
KLI
527
Kelman-Lazarov Inc
Tennessee
$309K +$309K +5,472 New
ZF
528
Zhang Financial
Michigan
$308K
BPB
529
Badgley, Phelps & Bell
Washington
$304K -$3.06M -54,330 -91%
CCM
530
Coe Capital Management
Illinois
$303K
SBH
531
Segall Bryant & Hamill
Illinois
$299K +$38.9K +692 +15%
EWA
532
Exencial Wealth Advisors
Oklahoma
$296K +$296K +5,264 New
LIA
533
LS Investment Advisors
Michigan
$292K
TAM
534
Trillium Asset Management
Massachusetts
$292K +$292K +5,182 New
Cetera Investment Advisers
535
Cetera Investment Advisers
Illinois
$290K -$3.16K -56 -1%
PG
536
Patten Group
Tennessee
$289K -$33.8K -600 -10%
M
537
MOTCO
Texas
$289K -$54K -960 -16%
DWM
538
Dakota Wealth Management
Florida
$285K +$562 +10 +0.2%
WT
539
Washington Trust
Rhode Island
$284K +$55.3K +984 +24%
OA
540
Oxbow Advisors
Texas
$283K -$67.5K -1,200 -19%
IC
541
Iconiq Capital
California
$281K -$49.1K -874 -15%
BOS
542
Bingham Osborn & Scarborough
California
$281K -$1.58K -28 -0.6%
RT
543
Rockland Trust
Massachusetts
$281K +$281K +4,996 New
CIM
544
Confluence Investment Management
Missouri
$279K
VWM
545
Vector Wealth Management
Minnesota
$277K -$87.6K -1,554 -24%
AC
546
Alexandria Capital
Virginia
$277K +$37.6K +670 +16%
PS
547
Portfolio Solutions
Michigan
$277K +$277K +4,918 New
TF
548
Tompkins Financial
New York
$274K -$186K -3,304 -40%
SG
549
Strid Group
Pennsylvania
$271K +$2.25K +40 +0.8%
AIP
550
ARS Investment Partners
New York
$270K