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iShares Core S&P Small-Cap ETF

917 hedge funds and large institutions have $17.3B invested in iShares Core S&P Small-Cap ETF in 2017 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 435 increasing their positions, 276 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
917
Holders Change
+8
Holders Change %
+0.88%
% of All Funds
22.9%
Holding in Top 10
158
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-7.6%
% of All Funds
3.95%
New
71
Increased
435
Reduced
276
Closed
51
Calls
$24.2M
Puts
$14.4M
Net Calls
+$9.78M
Net Calls Change
+$5.02M
Name Holding Trade Value Shares
Change
Shares
Change %
BAC
526
Boys Arnold & Co
North Carolina
$985K -$33.8K -482 -3%
BRWA
527
B. Riley Wealth Advisors
Florida
$985K +$55.4K +789 +6%
LPIC
528
LeJeune Puetz Investment Counsel
Michigan
$982K -$84.1K -1,200 -8%
SWM
529
SVA Wealth Management
Wisconsin
$975K +$146K +2,075 +18%
CIS
530
Connors Investor Services
Pennsylvania
$972K
DCM
531
Donaldson Capital Management
Indiana
$962K +$54.4K +776 +6%
SC
532
Savant Capital
Illinois
$961K -$30.1K -429 -3%
PFM
533
Phillips Financial Management
Indiana
$951K -$5.03K -70 -0.5%
SFSIG
534
San Francisco Sentry Investment Group
California
$950K +$950K +13,545 New
CIC
535
Carnegie Investment Counsel
Ohio
$945K -$28.8K -410 -3%
CIAS
536
Capital Investment Advisory Services
North Carolina
$938K +$36.1K +515 +4%
AFG
537
Arkansas Financial Group
Arkansas
$936K +$15.6K +222 +2%
PL
538
Parthenon LLC
Kentucky
$935K +$200K +2,850 +27%
TH
539
TCTC Holdings
Texas
$934K
AOWM
540
Alpha Omega Wealth Management
Virginia
$929K -$133K -1,900 -13%
SXL
541
Summit X LLC
Missouri
$899K +$899K +12,758 New
BJL
542
Brighton Jones LLC
Washington
$894K +$43K +613 +5%
DY
543
Dowling & Yahnke
California
$884K
VWM
544
Venturi Wealth Management
Texas
$878K +$148K +2,106 +20%
MFT
545
Moisand Fitzgerald Tamayo
Florida
$869K +$25.2K +360 +3%
PWMAG
546
Pinnacle Wealth Management Advisory Group
New Jersey
$858K +$161K +2,295 +23%
LIA
547
LBMC Investment Advisors
Tennessee
$853K
RCA
548
Rowland Carmichael Advisors
Arizona
$853K +$10.9K +156 +1%
CWM
549
Concert Wealth Management
California
$852K -$2.44M -34,830 -74%
FMWA
550
Forvis Mazars Wealth Advisors
Missouri
$849K +$20.6K +294 +2%