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iShares Core S&P Small-Cap ETF

1,217 hedge funds and large institutions have $27.9B invested in iShares Core S&P Small-Cap ETF in 2018 Q3 according to their latest regulatory filings, with 84 funds opening new positions, 612 increasing their positions, 365 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,217
Holders Change
+32
Holders Change %
+2.7%
% of All Funds
27.87%
Holding in Top 10
225
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-0.88%
% of All Funds
5.15%
New
84
Increased
612
Reduced
365
Closed
44
Calls
$26M
Puts
$34.3M
Net Calls
-$8.26M
Net Calls Change
-$8.88M
Name Holding Trade Value Shares
Change
Shares
Change %
FA
76
FDx Advisors
Illinois
$45.9M -$222K -2,549 -0.5%
MIH
77
Madison Investment Holdings
Wisconsin
$45.7M +$133K +1,530 +0.3%
Lazard Asset Management
78
Lazard Asset Management
New York
$45.3M +$6.03M +69,171 +15%
GFPC
79
Global Financial Private Capital
Florida
$44M +$2.54M +29,160 +6%
MPWT
80
MassMutual Private Wealth & Trust
Connecticut
$43.2M +$2.59M +29,723 +6%
CI
81
Conning Inc
Connecticut
$42.9M -$750K -8,600 -2%
WAM
82
Wealthspire Advisors (Maryland)
Maryland
$42.7M +$864K +9,905 +2%
UCFA
83
United Capital Financial Advisors
Texas
$42.3M +$4.87M +55,852 +13%
BF
84
BOK Financial
Oklahoma
$42.1M +$905K +10,377 +2%
NAM
85
NorthCoast Asset Management
Connecticut
$41.5M +$41.2M +471,694 +11,258%
CIA
86
Capital Investment Advisors
Georgia
$41.3M -$727K -8,331 -2%
CTA
87
Chesley Taft & Associates
Illinois
$40.8M +$2.71M +31,040 +7%
VC
88
Vicus Capital
Pennsylvania
$40.2M +$21.7K +249 +0.1%
SPC
89
Sigma Planning Corp
Michigan
$40.1M +$7.4M +84,874 +23%
LSAG
90
Lake Street Advisors Group
New Hampshire
$39.9M -$1.64M -18,802 -4%
CFIA
91
Cantor Fitzgerald Investment Advisors
New York
$39.5M -$3.42M -39,218 -8%
MIA
92
MainStreet Investment Advisors
Illinois
$39.5M -$231K -2,649 -0.6%
WF
93
WealthTrust Fairport
Ohio
$39.2M -$2.34M -26,801 -6%
GHA
94
GW Henssler & Associates
Georgia
$39M -$735K -8,426 -2%
Creative Planning
95
Creative Planning
Kansas
$38.8M +$1.84M +21,109 +5%
SSB
96
Sandy Spring Bank
Maryland
$38.5M +$1.34M +15,392 +4%
BTS
97
BB&T Securities
Virginia
$38.2M +$12.5M +143,702 +49%
LWMT
98
Legacy Wealth Management (Tennessee)
Tennessee
$37.5M +$36.7M +420,654 +4,427%
AIM
99
Acropolis Investment Management
Missouri
$37.4M -$796K -9,123 -2%
Bessemer Group
100
Bessemer Group
New Jersey
$37.3M -$2.19M -25,073 -6%