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iShares Core S&P Small-Cap ETF

1,330 hedge funds and large institutions have $27.9B invested in iShares Core S&P Small-Cap ETF in 2019 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 591 increasing their positions, 509 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,330
Holders Change
-2
Holders Change %
-0.15%
% of All Funds
29.21%
Holding in Top 10
225
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-2.17%
% of All Funds
4.94%
New
67
Increased
591
Reduced
509
Closed
54
Calls
$167M
Puts
$4.52M
Net Calls
+$162M
Net Calls Change
+$3.32M
Name Holding Trade Value Shares
Change
Shares
Change %
GHA
576
GW Henssler & Associates
Georgia
$2.73M -$31.8M -409,192 -92%
EWM
577
Evercore Wealth Management
New York
$2.71M +$550K +7,059 +25%
FNBOO
578
First National Bank of Omaha
Nebraska
$2.68M -$138K -1,775 -5%
RhumbLine Advisers
579
RhumbLine Advisers
Massachusetts
$2.66M +$887K +11,395 +50%
AWA
580
Arete Wealth Advisors
Illinois
$2.66M -$23.4K -300 -0.9%
FLA
581
Financial Life Advisors
Texas
$2.64M +$125K +1,602 +5%
UF
582
Univest Financial
Pennsylvania
$2.63M +$6.85K +88 +0.3%
ST
583
Sabal Trust
Florida
$2.62M +$13.9K +179 +0.5%
MIG
584
McGuire Investment Group
Rhode Island
$2.62M -$90.9K -1,168 -3%
FCT
585
Family Capital Trust
Massachusetts
$2.61M -$311 -4 -0%
WB
586
WesBanco Bank
West Virginia
$2.61M +$2.03M +26,088 +351%
GA
587
GFS Advisors
Texas
$2.61M +$436K +5,600 +20%
HCMT
588
Highland Capital Management (Tennessee)
Tennessee
$2.59M +$1.86M +23,953 +259%
First Manhattan
589
First Manhattan
New York
$2.58M +$90K +1,157 +4%
BCWM
590
Blue Chip Wealth Management
Florida
$2.56M -$1.95K -25 -0.1%
CPA
591
Clear Perspective Advisors
Illinois
$2.56M -$97.1K -1,247 -4%
MYIA
592
Mount Yale Investment Advisors
Colorado
$2.54M +$316K +3,901 +14%
CIAS
593
Capital Investment Advisory Services
North Carolina
$2.52M +$1.25M +16,028 +98%
CA
594
Continuum Advisory
Idaho
$2.52M +$11.3K +148 +0.5%
BBA
595
Braun-Bostich & Associates
Pennsylvania
$2.51M -$200K -2,566 -7%
FC
596
Ferris Capital
Massachusetts
$2.48M +$460K +5,908 +23%
AMG
597
Asset Management Group
Connecticut
$2.48M +$29.4K +378 +1%
DLHL
598
Donald L. Hagan LLC
Florida
$2.46M +$26.7K +344 +1%
Financial Engines Advisors
599
Financial Engines Advisors
California
$2.45M +$1.9M +24,438 +349%
MSWMA
600
Market Street Wealth Management Advisors
Indiana
$2.43M +$323K +4,145 +15%