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iShares Core S&P Small-Cap ETF

1,217 hedge funds and large institutions have $27.9B invested in iShares Core S&P Small-Cap ETF in 2018 Q3 according to their latest regulatory filings, with 84 funds opening new positions, 612 increasing their positions, 365 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,217
Holders Change
+32
Holders Change %
+2.7%
% of All Funds
27.87%
Holding in Top 10
225
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-0.88%
% of All Funds
5.15%
New
84
Increased
612
Reduced
365
Closed
44
Calls
$26M
Puts
$34.3M
Net Calls
-$8.26M
Net Calls Change
-$8.88M
Name Holding Trade Value Shares
Change
Shares
Change %
ACM
551
Alpha Capital Management
Texas
$2.39M +$161K +1,842 +7%
BIM
552
Baldwin Investment Management
Pennsylvania
$2.38M -$41.4K -475 -2%
OCM
553
One Capital Management
California
$2.37M -$58.3K -668 -2%
PCM
554
Penserra Capital Management
California
$2.35M +$2.35M +26,887 New
RFO
555
RiverGlades Family Offices
Florida
$2.34M +$11.7K +134 +0.5%
KFGK
556
Keystone Financial Group (Kentucky)
Kentucky
$2.33M +$1.34M +15,639 +137%
APSP
557
Asset Planning Services (Pennsylvania)
Pennsylvania
$2.32M +$214K +2,618 +10%
BCM
558
Brasada Capital Management
Texas
$2.29M -$252K -2,888 -10%
MAS
559
Managed Account Services
Florida
$2.27M -$72.2K -904 -3%
Invesco
560
Invesco
Georgia
$2.25M -$102K -1,174 -4%
TFF
561
The Family Firm
Maryland
$2.24M -$4.28K -49 -0.2%
FLA
562
Financial Life Advisors
Texas
$2.22M +$267K +3,060 +14%
SFG
563
Sage Financial Group
Pennsylvania
$2.21M +$1.08M +12,434 +96%
JCM
564
Janney Capital Management
Pennsylvania
$2.19M -$195K -2,239 -8%
PWW
565
Pettyjohn Wood & White
Virginia
$2.16M +$387K +4,432 +22%
WAM
566
Wakefield Asset Management
Colorado
$2.16M +$2.16M +24,739 New
RPC
567
Rossmore Private Capital
Connecticut
$2.13M +$1.13M +13,006 +115%
LWM
568
Lyell Wealth Management
California
$2.12M +$679K +7,760 +47%
Chevy Chase Trust
569
Chevy Chase Trust
Maryland
$2.11M -$202K -2,317 -9%
FWM
570
Frontier Wealth Management
Missouri
$2.1M -$95.9K -1,100 -4%
FWP
571
FAS Wealth Partners
Kansas
$2.1M +$59.2K +678 +3%
GP
572
Geneva Partners
Wisconsin
$2.09M +$114K +1,308 +6%
WP
573
WealthShield Partners
North Carolina
$2.09M +$182K +2,083 +10%
PIM
574
Parker Investment Management
California
$2.08M +$288K +3,304 +16%
RhumbLine Advisers
575
RhumbLine Advisers
Massachusetts
$2.07M +$37.7K +432 +2%