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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 %
AEPG
551
American Economic Planning Group
New Jersey
$846K +$309K +4,410 +58%
AWM
552
Avior Wealth Management
Nebraska
$841K +$443K +6,326 +111%
BSWMG
553
Barrington Strategic Wealth Management Group
Illinois
$830K -$214K -3,050 -20%
CWM
554
Connecticut Wealth Management
Connecticut
$817K -$175K -2,515 -18%
CAM
555
Concorde Asset Management
Michigan
$815K +$815K +11,615 New
Neuberger Berman Group
556
Neuberger Berman Group
New York
$813K -$32.8K -468 -4%
BSW
557
Buckingham Strategic Wealth
Missouri
$812K +$173K +2,468 +27%
HCM
558
Hodges Capital Management
Texas
$803K -$333K -4,750 -29%
RFS
559
Rockefeller Financial Services
New York
$801K
PPA
560
Parametric Portfolio Associates
Washington
$798K +$103K +1,472 +15%
RMDI
561
R.M. Davis Inc
Maine
$798K +$159K +2,266 +25%
BHIA
562
Birch Hill Investment Advisors
Massachusetts
$797K +$81.7K +1,165 +11%
PSUF
563
People's United Financial
Connecticut
$787K -$3.22K -46 -0.4%
DE
564
Day & Ennis
Georgia
$774K +$299K +4,263 +63%
PL
565
Plancorp LLC
Missouri
$772K +$145K +2,071 +23%
MGIA
566
Moneta Group Investment Advisors
Missouri
$771K +$771K +10,995 New
TTWM
567
TCV Trust & Wealth Management
Virginia
$770K -$28.1K -400 -4%
FMW
568
Farr Miller & Washington
District of Columbia
$769K +$61K +871 +9%
Victory Capital Management
569
Victory Capital Management
Texas
$761K
CFA
570
Cahill Financial Advisors
Minnesota
$753K -$491 -7 -0.1%
MIC
571
Meridian Investment Counsel
California
$745K
TIA
572
Tiemann Investment Advisors
California
$740K +$2.1K +30 +0.3%
PG
573
Patten Group
Tennessee
$722K +$419K +5,973 +138%
SBH
574
Segall Bryant & Hamill
Illinois
$718K -$17.4K -249 -2%
FBA
575
Front Barnett Associates
Illinois
$718K +$37.5K +535 +6%