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iShares Core S&P Small-Cap ETF

1,305 hedge funds and large institutions have $23.3B invested in iShares Core S&P Small-Cap ETF in 2018 Q4 according to their latest regulatory filings, with 207 funds opening new positions, 593 increasing their positions, 401 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,305
Holders Change
+88
Holders Change %
+7.23%
% of All Funds
29.12%
Holding in Top 10
234
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+4%
% of All Funds
5.22%
New
207
Increased
593
Reduced
401
Closed
107
Calls
$116M
Puts
$31.9M
Net Calls
+$84.3M
Net Calls Change
+$92.5M
Name Holding Trade Value Shares
Change
Shares
Change %
AWA
551
Arete Wealth Advisors
Illinois
$2.36M -$450K -6,492 -16%
PO
552
Private Ocean
California
$2.36M +$2.01M +28,993 +581%
UF
553
Univest Financial
Pennsylvania
$2.33M -$49.8K -719 -2%
KFGK
554
Keystone Financial Group (Kentucky)
Kentucky
$2.31M +$432K +6,228 +23%
CIC
555
Carnegie Investment Counsel
Ohio
$2.29M +$906K +13,068 +65%
RWG
556
Regal Wealth Group
California
$2.27M -$711K -10,255 -24%
V
557
VeraBank
Texas
$2.26M +$2.26M +32,574 New
FFW
558
Fusion Family Wealth
New York
$2.25M +$1.97M +28,374 +684%
UBG
559
United Bank (Georgia)
Georgia
$2.25M +$118K +1,703 +6%
RSWM
560
Robertson Stephens Wealth Management
California
$2.25M +$2.25M +32,432 New
CA
561
Continuum Advisory
Idaho
$2.25M -$81.8K -1,180 -4%
OIA
562
OneDigital Investment Advisors
Kansas
$2.24M +$2.18M +31,400 +3,330%
FFA
563
Fragasso Financial Advisors
Pennsylvania
$2.24M +$2.24M +32,302 New
RIG
564
Renaissance Investment Group
Massachusetts
$2.23M +$18.6K +269 +0.8%
MYIA
565
Mount Yale Investment Advisors
Colorado
$2.21M +$282K +3,644 +15%
AIG
566
American International Group
New York
$2.21M +$1.59M +23,000 +260%
LBC
567
Lowe Brockenbrough & Co
Virginia
$2.2M +$1.02M +14,754 +87%
First Manhattan
568
First Manhattan
New York
$2.18M +$972K +14,029 +81%
BWM
569
BerganKDV Wealth Management
Minnesota
$2.17M +$56.9K +821 +3%
RCG
570
Ruggie Capital Group
Florida
$2.17M -$265K -3,828 -11%
BWA
571
BDO Wealth Advisors
Florida
$2.15M -$130K -1,881 -6%
CFG
572
Citizens Financial Group
Rhode Island
$2.15M -$200K -2,881 -8%
FTI
573
Fiduciary Trust International
Massachusetts
$2.15M +$955K +13,770 +80%
NL
574
NVWM LLC
Pennsylvania
$2.14M -$1.13M -16,263 -35%
CAM
575
Congress Asset Management
Massachusetts
$2.14M +$1.23M +17,733 +135%