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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 %
RPGK
576
Retirement Planning Group (Kansas)
Kansas
$2.07M -$147K -1,679 -7%
PP
577
PrairieView Partners
Minnesota
$2.07M -$298K -3,419 -13%
IWMA
578
Ironwood Wealth Management (Arizona)
Arizona
$2.06M +$188K +2,155 +10%
SXL
579
Summit X LLC
Missouri
$2.06M -$348 -4 -0%
CCT
580
Country Club Trust
Missouri
$2.05M +$212K +2,426 +11%
TCOT
581
Trust Company of Toledo
Ohio
$2.05M
PCG
582
Private Capital Group
Connecticut
$2.04M +$62K +709 +3%
MYIA
583
Mount Yale Investment Advisors
Colorado
$2.03M +$116K +1,422 +6%
PPSG
584
Princeton Portfolio Strategies Group
New Jersey
$2.01M +$889K +10,190 +79%
VIM
585
Vista Investment Management
Pennsylvania
$2.01M -$21.7K -249 -1%
BWAM
586
Boyd Watterson Asset Management
Ohio
$2M -$199K -2,285 -9%
CL
587
Choreo LLC
Illinois
$1.99M -$273K -3,114 -12%
SP
588
SWS Partners
Ohio
$1.97M +$68.7K +788 +4%
BAM
589
Belpointe Asset Management
Nevada
$1.97M +$665K +7,620 +51%
WA
590
Waverly Advisors
Alabama
$1.97M
DWM
591
Dynasty Wealth Management
Florida
$1.97M +$130K +1,490 +7%
ACM
592
AUA Capital Management
Pennsylvania
$1.96M
CCM
593
Coldstream Capital Management
Washington
$1.95M +$551K +6,317 +39%
PC
594
Port Capital
Illinois
$1.94M -$13.5K -155 -0.7%
WAG
595
Winthrop Advisory Group
Massachusetts
$1.94M -$131K -1,496 -6%
CA
596
Cambridge Advisors
Nebraska
$1.92M -$148K -1,700 -7%
AW
597
ACG Wealth
Georgia
$1.9M +$269K +3,087 +17%
CCP
598
Cardan Capital Partners
Colorado
$1.89M +$37.8K +433 +2%
GW
599
GW & Wade
Massachusetts
$1.88M +$687K +7,879 +58%
PL
600
Parthenon LLC
Kentucky
$1.88M +$76.8K +880 +4%