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iShares Core S&P Small-Cap ETF

749 hedge funds and large institutions have $12.1B invested in iShares Core S&P Small-Cap ETF in 2016 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 318 increasing their positions, 242 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
749
Holders Change
+42
Holders Change %
+5.94%
% of All Funds
20.02%
Holding in Top 10
109
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+9%
% of All Funds
2.91%
New
69
Increased
318
Reduced
242
Closed
18
Calls
$32.4M
Puts
$11M
Net Calls
+$21.4M
Net Calls Change
+$8.25M
Name Holding Trade Value Shares
Change
Shares
Change %
RC
576
RegentAtlantic Capital
New Jersey
$338K +$7.2K +116 +2%
HCM
577
Howland Capital Management
Massachusetts
$337K -$186K -3,000 -36%
EWM
578
Evercore Wealth Management
New York
$334K +$69.5K +1,122 +26%
AFS
579
Aft Forsyth & Sober
Florida
$332K +$12.4K +200 +4%
SBH
580
Segall Bryant & Hamill
Illinois
$330K +$124 +2 +0%
LIA
581
LS Investment Advisors
Michigan
$322K
KLI
582
Kelman-Lazarov Inc
Tennessee
$322K
RT
583
Rockland Trust
Massachusetts
$320K -$24.4K -394 -7%
CWM
584
Calamos Wealth Management
Illinois
$319K -$54.7K -880 -15%
CIM
585
Confluence Investment Management
Missouri
$311K
DAS
586
Dynamic Advisor Solutions
Arizona
$311K +$37.2K +600 +14%
FPCG
587
Fort Pitt Capital Group
Pennsylvania
$309K
GP
588
Girard Partners
Pennsylvania
$308K +$3.23K +52 +1%
PG
589
Patten Group
Tennessee
$308K -$3.64K -60 -1%
AP
590
Advisor Partners
California
$307K +$12.5K +202 +4%
BW
591
Bison Wealth
Georgia
$305K -$253K -4,076 -45%
AIP
592
ARS Investment Partners
New York
$298K
HS
593
Horan Securities
United States
$297K -$2.91K -48 -1%
PO
594
Private Ocean
California
$297K
PCA
595
Peddock Capital Advisors
Massachusetts
$297K +$10.4K +168 +4%
BOS
596
Bingham Osborn & Scarborough
California
$295K -$7.81K -126 -3%
PS
597
Portfolio Solutions
Michigan
$295K +$22.7K +366 +8%
PG
598
Proffitt & Goodson
Tennessee
$293K +$293K +4,720 New
PMFA
599
Plante Moran Financial Advisors
Michigan
$289K
SCM
600
SOL Capital Management
Maryland
$284K +$284K +4,572 New