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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 %
NAM
626
North American Management
Massachusetts
$558K +$1.19K +17 +0.2%
AMCA
627
Arthur M. Cohen & Associates
Illinois
$557K +$42.5K +601 +8%
SSWM
628
Smith Salley Wealth Management
North Carolina
$553K -$50.8K -724 -8%
PWS
629
Peloton Wealth Strategists
Indiana
$550K +$550K +7,842 New
SCM
630
SOL Capital Management
Maryland
$545K +$231K +3,300 +74%
WA
631
Waverly Advisors
Alabama
$543K +$543K +7,748 New
PS
632
Portfolio Solutions
Michigan
$539K +$20.1K +286 +4%
CT
633
Coastline Trust
Rhode Island
$538K +$3.51K +50 +0.7%
MCM
634
Mitchell Capital Management
Kansas
$532K -$42.9K -612 -7%
NSIM
635
North Star Investment Management
Illinois
$527K
IFB
636
iAB Financial Bank
Indiana
$523K +$252K +3,600 +93%
FPCP
637
Fort Point Capital Partners
California
$520K +$59.2K +843 +13%
FMBTD
638
First Midwest Bank Trust Division
Illinois
$518K +$291K +4,137 +128%
CI
639
Cigna Investments
Connecticut
$510K -$98.1K -1,400 -16%
BBHC
640
Brown Brothers Harriman & Co
New York
$510K +$9.12K +130 +2%
JG
641
Jefferies Group
New York
$508K +$213K +3,040 +72%
SFA
642
Sequoia Financial Advisors
Ohio
$507K +$135K +1,929 +36%
IC
643
Intersect Capital
California
$505K +$73.9K +1,054 +17%
CWM
644
Calamos Wealth Management
Illinois
$501K -$61.7K -880 -11%
DSC
645
Duncker Streett & Co
Missouri
$500K -$162K -2,310 -24%
GMA
646
Goldstein Munger & Associates
California
$498K
FIB
647
First Interstate Bank
Montana
$498K +$47.3K +675 +10%
KIA
648
KCM Investment Advisors
California
$493K -$19.9K -284 -4%
NGA
649
Naples Global Advisors
Florida
$491K +$5.26K +75 +1%
DIA
650
Dana Investment Advisors
Wisconsin
$491K +$23.2K +330 +5%