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iShares Core S&P Small-Cap ETF

917 hedge funds and large institutions have $17.3B invested in iShares Core S&P Small-Cap ETF in 2017 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 435 increasing their positions, 276 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
917
Holders Change
+8
Holders Change %
+0.88%
% of All Funds
22.9%
Holding in Top 10
158
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-7.6%
% of All Funds
3.95%
New
71
Increased
435
Reduced
276
Closed
51
Calls
$24.2M
Puts
$14.4M
Net Calls
+$9.78M
Net Calls Change
+$5.02M
Name Holding Trade Value Shares
Change
Shares
Change %
PFS
601
Prospera Financial Services
Texas
$631K +$74.5K +1,064 +13%
MWM
602
Meridian Wealth Management
Kentucky
$630K -$665K -9,485 -51%
IFWM
603
Institute for Wealth Management
Colorado
$629K +$629K +8,964 New
FIM
604
Frontier Investment Management
Texas
$627K +$47.7K +680 +8%
CCG
605
Cypress Capital Group
Florida
$626K -$1.09M -15,595 -64%
PIM
606
Penobscot Investment Management
Massachusetts
$625K +$8.07K +115 +1%
WPA
607
West Paces Advisors
Georgia
$624K +$112K +1,600 +22%
BCM
608
BTC Capital Management
Iowa
$621K
APP
609
Avantax Planning Partners
Iowa
$620K +$39.4K +561 +7%
LWCFA
610
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$618K
SAA
611
Southeast Asset Advisors
Georgia
$611K +$169K +2,410 +38%
HH
612
Hilltop Holdings
Texas
$610K -$834K -11,897 -58%
Lido Advisors
613
Lido Advisors
California
$610K +$95.2K +1,359 +19%
VIA
614
Vantage Investment Advisors
Pennsylvania
$600K -$23.8K -340 -4%
HCMT
615
Highland Capital Management (Tennessee)
Tennessee
$600K +$133K +1,897 +28%
PWW
616
Pettyjohn Wood & White
Virginia
$593K +$28.7K +409 +5%
SCG
617
Sonata Capital Group
Washington
$589K -$28K -400 -5%
HIC
618
Holderness Investments Company
North Carolina
$589K
OCG
619
Opus Capital Group
Ohio
$583K +$8K +114 +1%
AFP
620
Ausdal Financial Partners
Iowa
$580K -$4.31M -61,435 -88%
FFW
621
Fusion Family Wealth
New York
$577K +$4.41K +63 +0.8%
DBT
622
Dubuque Bank & Trust
Iowa
$573K -$64.5K -920 -10%
DMC
623
Drexel Morgan & Co
Pennsylvania
$570K
SFI
624
SPC Financial Inc
Maryland
$570K +$61.8K +881 +12%
BA
625
BKS Advisors
Michigan
$566K +$4.63K +66 +0.8%