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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 %
CHJWM
626
Carlton Hofferkamp & Jenks Wealth Management
Texas
$2.18M -$17.7K -235 -0.8%
QCM
627
Quest Capital Management
Texas
$2.16M +$10.8K +139 +0.5%
CSIC
628
Clifford Swan Investment Counsel
California
$2.16M -$35K -449 -2%
MFG
629
Merit Financial Group
Georgia
$2.14M -$89.8M -1,153,122 -98%
TNBTD
630
Trustmark National Bank Trust Department
Mississippi
$2.12M -$111K -1,423 -5%
BWAM
631
Boyd Watterson Asset Management
Ohio
$2.11M +$3.89K +50 +0.2%
GH
632
GAM Holding
Switzerland
$2.1M
SFM
633
Signet Financial Management
New Jersey
$2.1M -$88.1K -1,085 -4%
MBTD
634
Mechanics Bank - Trust Department
California
$2.09M +$1.25M +16,100 +149%
TWA
635
Tillar-Wenstrup Advisors
Ohio
$2.08M -$92.4K -1,187 -4%
HWA
636
Heritage Way Advisors
Illinois
$2.07M +$142K +1,831 +7%
PP
637
PrairieView Partners
Minnesota
$2.07M +$82.7K +1,062 +4%
EWM
638
Executive Wealth Management
Michigan
$2.06M -$281K -3,606 -12%
RBC
639
Roble Belko & Company
Pennsylvania
$2.06M +$4.67K +60 +0.2%
BFA
640
Beaumont Financial Advisors
Massachusetts
$2.06M +$213K +2,732 +12%
PWW
641
Pettyjohn Wood & White
Virginia
$2.05M -$239K -3,068 -10%
NC
642
NewSquare Capital
Pennsylvania
$2.04M +$89.1K +1,144 +5%
LDFR
643
Lehman & Derafelo Financial Resources
Pennsylvania
$2.01M -$15.6K -200 -0.8%
HB
644
Homrich & Berg
Georgia
$2M +$752K +9,657 +60%
Lido Advisors
645
Lido Advisors
California
$1.98M +$313K +4,023 +19%
WC
646
Weil Company
California
$1.98M +$47.1K +605 +2%
SWA
647
Sutton Wealth Advisors
Florida
$1.98M -$3.97K -51 -0.2%
CBFP
648
Cedar Brook Financial Partners
Ohio
$1.96M -$45K -578 -2%
MCM
649
Manchester Capital Management
Vermont
$1.94M
FWP
650
FAS Wealth Partners
Kansas
$1.92M +$86.1K +1,106 +5%