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iShares Core S&P Small-Cap ETF

1,556 hedge funds and large institutions have $32.3B invested in iShares Core S&P Small-Cap ETF in 2019 Q4 according to their latest regulatory filings, with 281 funds opening new positions, 649 increasing their positions, 478 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,556
Holders Change
+226
Holders Change %
+16.99%
% of All Funds
30.73%
Holding in Top 10
274
Holding in Top 10 Change
+49
Holding in Top 10 Change %
+21.78%
% of All Funds
5.41%
New
281
Increased
649
Reduced
478
Closed
40
Calls
$63.7M
Puts
$5.43M
Net Calls
+$58.3M
Net Calls Change
-$104M
Name Holding Trade Value Shares
Change
Shares
Change %
AI
76
Atria Investments
North Carolina
$55.2M +$39M +465,055 +241%
LI
77
LVZ Inc
Michigan
$54.4M +$3.51M +41,900 +7%
BBA
78
BLB&B Advisors
Pennsylvania
$53.9M +$3.27M +39,003 +6%
Jones Financial Companies
79
Jones Financial Companies
Missouri
$53.1M +$1.82M +21,648 +4%
OAM
80
Oppenheimer Asset Management
New York
$52.6M +$184K +2,190 +0.4%
Barclays
81
Barclays
United Kingdom
$51.1M +$6.62M +78,909 +15%
SIC
82
Sigma Investment Counselors
Michigan
$51M +$1.29M +15,390 +3%
SLT
83
St Louis Trust
Missouri
$49.7M -$1.48M -17,610 -3%
TF
84
TIAA FSB
Florida
$49.5M +$1M +11,941 +2%
WCF
85
West Coast Financial
California
$49.1M -$1.07M -12,762 -2%
WAM
86
Wealthspire Advisors (Maryland)
Maryland
$48.9M -$1.04M -12,412 -2%
Janney Montgomery Scott
87
Janney Montgomery Scott
Pennsylvania
$48.3M -$2.05M -24,394 -4%
Thrivent Financial for Lutherans
88
Thrivent Financial for Lutherans
Minnesota
$47.8M +$18.6M +221,668 +64%
Lazard Asset Management
89
Lazard Asset Management
New York
$47.3M -$675K -8,046 -1%
BIAS
90
Beacon Investment Advisory Services
New Jersey
$43.4M +$642K +7,652 +2%
LSAG
91
Lake Street Advisors Group
New Hampshire
$43M +$691K +8,246 +2%
MIA
92
MainStreet Investment Advisors
Illinois
$42.8M +$3.44M +40,988 +9%
FBFS
93
First Business Financial Services
Wisconsin
$41.6M +$260K +3,102 +0.6%
UBV
94
United Bank (Virginia)
Virginia
$41.4M -$299K -3,560 -0.7%
UCFA
95
United Capital Financial Advisors
Texas
$40.9M +$3.68M +43,877 +10%
CAN
96
Cetera Advisor Networks
California
$40.8M +$567K +6,759 +1%
AIM
97
Acropolis Investment Management
Missouri
$40.7M -$408K -4,866 -1%
SSB
98
Sandy Spring Bank
Maryland
$40.4M +$528K +6,301 +1%
SMM
99
Stadion Money Management
Georgia
$39.9M +$8.06M +96,088 +25%
CIA
100
Choate Investment Advisors
Massachusetts
$39.4M +$646K +7,704 +2%