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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 %
WI
651
WrapManager Inc
California
$1.92M -$365K -4,688 -16%
NEAM
652
New England Asset Management
Connecticut
$1.92M +$12.5K +161 +0.7%
BIM
653
Baldwin Investment Management
Pennsylvania
$1.88M
PIM
654
Penobscot Investment Management
Massachusetts
$1.88M
BAM
655
Baldrige Asset Management
Pennsylvania
$1.87M +$20.1K +258 +1%
CBT
656
Central Bank & Trust
Kentucky
$1.87M -$218K -2,805 -10%
RTS
657
Round Table Services
New Jersey
$1.86M
DWA
658
Dougherty Wealth Advisers
Minnesota
$1.85M
PWM
659
Perigon Wealth Management
California
$1.85M -$130K -1,681 -7%
CA
660
Cambridge Advisors
Nebraska
$1.84M
Chevy Chase Trust
661
Chevy Chase Trust
Maryland
$1.83M -$225K -2,896 -11%
PFA
662
Pathway Financial Advisors
Vermont
$1.83M +$165K +2,032 +10%
TFCP
663
Twin Focus Capital Partners
Massachusetts
$1.83M +$11.1K +143 +0.6%
HIMC
664
Heritage Investors Management Corp
Maryland
$1.83M +$370K +4,758 +25%
WAM
665
Wakefield Asset Management
Colorado
$1.82M -$43.8K -562 -2%
AFG
666
Arkansas Financial Group
Arkansas
$1.82M +$424K +5,441 +30%
ACP
667
Aveo Capital Partners
Colorado
$1.82M -$19.8K -244 -1%
SFI
668
SPC Financial Inc
Maryland
$1.82M +$231K +2,963 +15%
BAM
669
Berkshire Asset Management
Pennsylvania
$1.81M +$239K +3,070 +15%
9WM
670
9258 Wealth Management
Ohio
$1.81M -$65.3K -839 -3%
VIM
671
Vista Investment Management
Pennsylvania
$1.8M +$16.8K +216 +0.9%
OFG
672
Omega Financial Group
California
$1.78M +$89K +1,144 +5%
CCP
673
Cardan Capital Partners
Colorado
$1.77M +$111K +1,429 +7%
KWM
674
Kingsview Wealth Management
Oregon
$1.76M +$215K +2,759 +14%
ACM
675
Alpha Capital Management
Texas
$1.76M +$30.2K +388 +2%