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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 %
IWMA
676
Ironwood Wealth Management (Arizona)
Arizona
$1.76M -$215K -2,756 -11%
CCT
677
Country Club Trust
Missouri
$1.75M +$92.2K +1,185 +6%
ACM
678
AUA Capital Management
Pennsylvania
$1.75M
PL
679
Parthenon LLC
Kentucky
$1.74M +$29.1K +374 +2%
1NWS
680
1 North Wealth Services
Maryland
$1.74M +$1.74M +22,350 New
PAS
681
Partnervest Advisory Services
California
$1.72M +$133K +1,711 +8%
BA
682
Bristlecone Advisors
Washington
$1.72M +$347K +4,454 +25%
BAS
683
Brown Advisory Securities
Maryland
$1.71M -$56.1K -720 -3%
AIG
684
American International Group
New York
$1.7M +$770K +9,900 +83%
Mercer Global Advisors
685
Mercer Global Advisors
Colorado
$1.7M -$718K -9,229 -30%
PIMG
686
Patriot Investment Management Group
Tennessee
$1.69M -$18.3K -242 -1%
WP
687
WealthShield Partners
North Carolina
$1.69M -$120K -1,538 -7%
WPW
688
Waldron Private Wealth
Pennsylvania
$1.67M +$344K +4,416 +26%
CT
689
Cambridge Trust
Massachusetts
$1.67M +$132K +1,691 +9%
BC
690
Bartlett & Co
Ohio
$1.66M +$1.05M +13,424 +170%
BCWM
691
Bartlett & Co Wealth Management
Ohio
$1.66M +$1.04M +13,424 +170%
WS
692
Wedbush Securities
California
$1.65M -$335K -4,300 -17%
Millennium Management
693
Millennium Management
New York
$1.63M -$1.19M -15,314 -42%
TCOT
694
Trust Company of Toledo
Ohio
$1.63M -$778 -10 -0%
CF
695
Centaurus Financial
California
$1.63M -$63.8K -820 -4%
AIA
696
Arcadia Investment Advisors
Idaho
$1.62M -$93.2K -1,197 -5%
SFA
697
Sequoia Financial Advisors
Ohio
$1.61M +$42.6K +547 +3%
H
698
HoyleCohen
California
$1.61M -$15.6K -201 -1%
BSAM
699
Blue Square Asset Management
New York
$1.6M +$1.6M +20,538 New
SWM
700
SVA Wealth Management
Wisconsin
$1.6M -$23.7K -304 -1%