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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 %
AIP
551
ARS Investment Partners
New York
$270K
GWM
552
Gupta Wealth Management
California
$269K -$73.8K -1,310 -22%
PO
553
Private Ocean
California
$269K +$1.24K +22 +0.5%
NIC
554
Northwest Investment Counselors
Oregon
$268K
CD
555
Carl Domino
Florida
$264K
HIMC
556
Heritage Investors Management Corp
Maryland
$263K +$22.5K +400 +9%
PMFA
557
Plante Moran Financial Advisors
Michigan
$262K -$1.8K -32 -0.7%
CG
558
Colony Group
Massachusetts
$257K +$113 +2 +0%
Lido Advisors
559
Lido Advisors
California
$256K +$256K +4,556 New
WCWM
560
Wooster Corthell Wealth Management
Connecticut
$254K -$508K -9,042 -67%
CFS
561
Commonwealth Financial Services
West Virginia
$251K -$59K -1,050 -19%
HB
562
Homrich & Berg
Georgia
$250K -$225K -4,002 -47%
DAS
563
Dynamic Advisor Solutions
Arizona
$249K -$63K -1,118 -20%
CIBC World Market
564
CIBC World Market
Ontario, Canada
$244K -$5.91M -104,772 -96%
NGA
565
Naples Global Advisors
Florida
$244K +$5.62K +100 +2%
PCA
566
Peddock Capital Advisors
Massachusetts
$243K +$5.52K +98 +2%
EWM
567
Evercore Wealth Management
New York
$243K +$62.9K +1,118 +35%
ANTB
568
AMG National Trust Bank
Colorado
$242K
AP
569
Advisor Partners
California
$240K +$240K +4,270 New
IC
570
Investment Counsel
Michigan
$238K -$433K -7,696 -65%
RC
571
RegentAtlantic Capital
New Jersey
$235K -$27.6K -490 -11%
AWM
572
Avior Wealth Management
Nebraska
$235K +$219K +3,892 +1,351%
FPCP
573
Fort Point Capital Partners
California
$235K +$235K +4,176 New
RMCM
574
Reynders McVeigh Capital Management
Massachusetts
$234K -$123K -2,188 -34%
CNBT
575
Canandaigua National Bank & Trust
New York
$232K -$899 -16 -0.4%