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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 %
LW
801
Linscomb Wealth
Texas
$1.12M
CAM
802
Congress Asset Management
Massachusetts
$1.12M +$98.3K +1,262 +10%
PAMG
803
Patton Albertson Miller Group
Tennessee
$1.12M -$284K -3,650 -20%
GC
804
Gilbert & Cook
Iowa
$1.11M +$9.42K +121 +0.9%
SIM
805
Stratos Investment Management
Ohio
$1.11M +$5.37K +69 +0.5%
EIA
806
Eldridge Investment Advisors
New Hampshire
$1.1M +$84.8K +1,090 +8%
WAP
807
Wealthcare Advisory Partners
Pennsylvania
$1.1M -$32.8K -422 -3%
HPC
808
HM Payson & Co
Maine
$1.08M +$64.4K +828 +6%
AL
809
Aspiriant LLC
California
$1.07M +$27K +347 +3%
LFG
810
LifePlan Financial Group
Ohio
$1.06M -$70.7K -908 -6%
AllianceBernstein
811
AllianceBernstein
Tennessee
$1.06M -$80.8M -1,038,468 -99%
WA
812
Wilshire Advisors
California
$1.05M -$57.3K -735 -5%
ST
813
Somerset Trust
Pennsylvania
$1.05M -$210K -2,700 -17%
TCM
814
Twin Capital Management
Pennsylvania
$1.05M -$57.2K -735 -5%
Wellington Management Group
815
Wellington Management Group
Massachusetts
$1.05M
FMWA
816
Forvis Mazars Wealth Advisors
Missouri
$1.03M +$146K +1,869 +16%
AWM
817
Avior Wealth Management
Nebraska
$1.03M +$17.8K +229 +2%
FMBTD
818
First Midwest Bank Trust Division
Illinois
$1.02M -$21.8K -280 -2%
1IA
819
1834 Investment Advisors
Wisconsin
$1.02M -$169K -2,165 -14%
HF
820
HRT Financial
New York
$1.01M -$165K -2,119 -14%
BAM
821
Belpointe Asset Management
Nevada
$1.01M -$86.2K -1,108 -8%
MCM
822
MV Capital Management
Maryland
$1.01M -$18.5K -238 -2%
PAI
823
Pittenger & Anderson Inc
Nebraska
$1.01M +$112K +1,438 +12%
Neuberger Berman Group
824
Neuberger Berman Group
New York
$1.01M +$162K +2,085 +19%
AOWM
825
Alpha Omega Wealth Management
Virginia
$1M -$18.6K -229 -2%