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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 %
CCM
526
Canal Capital Management
Virginia
$3.26M -$325K -4,209 -9%
OCM
527
One Capital Management
California
$3.24M +$180K +2,335 +6%
BPWA
528
Beacon Pointe Wealth Advisors
California
$3.24M +$356K +4,611 +12%
TCM
529
Telos Capital Management
California
$3.21M -$59.1K -766 -2%
W
530
Wealthquest
Ohio
$3.2M +$24.5K +317 +0.8%
KL
531
KWMG LLC
Kansas
$3.17M -$664K -8,611 -17%
NDSI
532
Newman Dignan & Sheerar Inc
Rhode Island
$3.16M -$9.03K -117 -0.3%
DWT
533
Dorsey & Whitney Trust
South Dakota
$3.16M -$1.33M -17,270 -30%
BAS
534
Brown Advisory Securities
Maryland
$3.15M -$1.78M -23,049 -36%
OWP
535
Obermeyer Wealth Partners
Colorado
$3.15M +$1.96M +25,463 +165%
CCM
536
Colorado Capital Management
Colorado
$3.12M -$32.4K -420 -1%
AIM
537
Advantage Investment Management
Iowa
$3.08M -$5.04M -65,331 -62%
WP
538
WealthPLAN Partners
Nebraska
$3.08M -$20.8K -267 -0.7%
TVAMP
539
Tennessee Valley Asset Management Partners
Tennessee
$3.04M +$241K +3,122 +9%
PAG
540
Pinnacle Advisory Group
Maryland
$3.04M -$214K -2,768 -7%
HH
541
Hilltop Holdings
Texas
$3.04M +$2.08M +26,977 +217%
SCA
542
Stokes Capital Advisors
South Carolina
$3.03M -$1.6M -20,736 -35%
SIAM
543
Sterling Investment Advisors (Missouri)
Missouri
$3.03M +$67.7K +877 +2%
WHG
544
Westwood Holdings Group
Texas
$3.02M +$1.25M +16,173 +70%
CFG
545
Citizens Financial Group
Rhode Island
$3M +$610K +7,911 +26%
AA
546
Advisory Alpha
Michigan
$3M +$220K +2,788 +8%
FWM
547
Frontier Wealth Management
Missouri
$2.98M +$10.1K +131 +0.3%
Jane Street
548
Jane Street
New York
$2.96M +$2.96M +38,403 New
EFSCE
549
Enterprise Financial Services Corp (EFSC)
Missouri
$2.96M -$22.9K -297 -0.8%
APSP
550
Asset Planning Services (Pennsylvania)
Pennsylvania
$2.95M +$752K +9,749 +34%