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iShares Core S&P Small-Cap ETF

1,305 hedge funds and large institutions have $23.3B invested in iShares Core S&P Small-Cap ETF in 2018 Q4 according to their latest regulatory filings, with 207 funds opening new positions, 593 increasing their positions, 401 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,305
Holders Change
+88
Holders Change %
+7.23%
% of All Funds
29.12%
Holding in Top 10
234
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+4%
% of All Funds
5.22%
New
207
Increased
593
Reduced
401
Closed
107
Calls
$116M
Puts
$31.9M
Net Calls
+$84.3M
Net Calls Change
+$92.5M
Name Holding Trade Value Shares
Change
Shares
Change %
1832 Asset Management
76
1832 Asset Management
Ontario, Canada
$37.5M +$13.6M +196,900 +57%
SIC
77
Sigma Investment Counselors
Michigan
$37.4M -$1.23M -17,767 -3%
WAM
78
Wealthspire Advisors (Maryland)
Maryland
$36.6M +$2.63M +37,975 +8%
UCFA
79
United Capital Financial Advisors
Texas
$35.6M +$2.06M +29,742 +6%
MIH
80
Madison Investment Holdings
Wisconsin
$34.9M -$1.47M -21,159 -4%
VC
81
Vicus Capital
Pennsylvania
$33.8M +$1.81M +26,171 +6%
GFPC
82
Global Financial Private Capital
Florida
$33.3M -$1.62M -23,308 -5%
BF
83
BOK Financial
Oklahoma
$33.2M -$185K -2,671 -0.6%
BBA
84
BLB&B Advisors
Pennsylvania
$33.2M +$8.39M +121,099 +34%
CIA
85
Capital Investment Advisors
Georgia
$32.8M -$23.9K -345 -0.1%
AIM
86
Acropolis Investment Management
Missouri
$32.8M +$3.06M +44,207 +10%
LSAG
87
Lake Street Advisors Group
New Hampshire
$32.7M +$1.05M +15,094 +3%
WF
88
WealthTrust Fairport
Ohio
$32.3M +$1.16M +16,795 +4%
CI
89
Conning Inc
Connecticut
$31.8M -$2.32M -33,458 -7%
MPWT
90
MassMutual Private Wealth & Trust
Connecticut
$31.7M -$2.61M -37,608 -8%
MIA
91
MainStreet Investment Advisors
Illinois
$31.2M -$209K -3,009 -0.7%
SSB
92
Sandy Spring Bank
Maryland
$30.9M +$270K +3,892 +0.9%
GHA
93
GW Henssler & Associates
Georgia
$30.7M -$278K -4,008 -0.9%
SMM
94
Stadion Money Management
Georgia
$30.3M -$57.2M -824,647 -65%
BIAS
95
Beacon Investment Advisory Services
New Jersey
$30.3M -$20.3M -292,279 -40%
CAN
96
Cetera Advisor Networks
California
$30.3M +$1.24M +17,834 +4%
Creative Planning
97
Creative Planning
Kansas
$30M -$770K -11,104 -2%
APCM
98
Alaska Permanent Capital Management
Alaska
$29.7M +$904K +13,038 +3%
V
99
Veritable
Delaware
$29.6M -$19.8M -285,232 -40%
UBV
100
United Bank (Virginia)
Virginia
$29.3M +$20.2M +291,229 +222%