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iShares Core S&P Small-Cap ETF

682 hedge funds and large institutions have $10.1B invested in iShares Core S&P Small-Cap ETF in 2016 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 270 increasing their positions, 259 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
682
Holders Change
+1
Holders Change %
+0.15%
% of All Funds
18.2%
Holding in Top 10
97
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+3.19%
% of All Funds
2.59%
New
57
Increased
270
Reduced
259
Closed
47
Calls
$11.9M
Puts
$8.51M
Net Calls
+$3.42M
Net Calls Change
+$810K
Name Holding Trade Value Shares
Change
Shares
Change %
LWM
676
Lenox Wealth Management
Ohio
$7K
NC
677
NewSquare Capital
Pennsylvania
$6K
ADL
678
Asset Dedication LLC
California
$5K -$156K -2,562 -97%
AIM
679
Anchor Investment Management
South Carolina
$4.05K +$4.05K +72 New
AA
680
Apriem Advisors
California
$4K -$118K -1,940 -97%
FWM
681
Focused Wealth Management
New York
$4K -$6.15K -120 -61%
MFW
682
Mosaic Family Wealth
Missouri
$2K
BAM
683
Bruderman Asset Management
New York
$2K
OCM
684
One Capital Management
California
$1.02K -$31 -556 -3%
USAA
685
United Services Automobile Association
Texas
-$28.6M -520,000 Closed
RJFSA
686
Raymond James Financial Services Advisors
Florida
-$27.1M -492,436 Closed
KWILP
687
Kiwi Wealth Investments Limited Partnership
New Zealand
-$24.3M -442,236 Closed
NMIS
688
Northwestern Mutual Investment Services
Wisconsin
-$17.1M -310,250 Closed
JMFC
689
J.M. Forbes & Co
Massachusetts
-$10.9M -198,698 Closed
CCM
690
Covington Capital Management
California
-$9.96M -180,890 Closed
CS
691
Credit Suisse
Switzerland
-$9.73M -176,728 Closed
AWMG
692
Alliance Wealth Management Group
New Jersey
-$5.87M -106,596 Closed
FMI
693
Fiduciary Management Inc
Wisconsin
-$3.1M -56,370 Closed
ACA
694
Anchor Capital Advisors
Massachusetts
-$3.07M -55,678 Closed
NG
695
NatWest Group
United Kingdom
-$2.2M -40,000 Closed
CCS
696
Crosspoint Capital Strategies
California
-$2.13M -37,338 Closed
PWM
697
Perigon Wealth Management
California
-$1.73M -31,466 Closed
BAC
698
Boys Arnold & Co
North Carolina
-$1.24M -22,464 Closed
WIP
699
Wellesley Investment Partners
Massachusetts
-$678K -12,320 Closed
FM
700
Forward Management
California
-$487K -8,844 Closed