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iShares Core S&P Small-Cap ETF

1,141 hedge funds and large institutions have $21.7B invested in iShares Core S&P Small-Cap ETF in 2018 Q1 according to their latest regulatory filings, with 88 funds opening new positions, 543 increasing their positions, 378 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,141
Holders Change
+28
Holders Change %
+2.52%
% of All Funds
26.19%
Holding in Top 10
193
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+1.05%
% of All Funds
4.43%
New
88
Increased
543
Reduced
378
Closed
50
Calls
$30.5M
Puts
$35.9M
Net Calls
-$5.34M
Net Calls Change
-$2.71M
Name Holding Trade Value Shares
Change
Shares
Change %
LGWM
1101
Litman Gregory Wealth Management
California
$22K +$22K +282 New
NR
1102
Newfound Research
Massachusetts
$21K -$685 -9 -3%
BWM
1103
Baystate Wealth Management
Massachusetts
$21K +$12.4K +160 +144%
PFSC
1104
Peoples Financial Services Corp
Pennsylvania
$19K
WC
1105
Whitnell & Co
Illinois
$18K
TFA
1106
Toth Financial Advisory
Virginia
$18K +$77 +1 +0.4%
FCFS
1107
First Command Financial Services
Texas
$18K +$18K +233 New
FCB
1108
First Command Bank
Texas
$17.8K +$17.8K +231 New
BC
1109
Barnett & Company
Tennessee
$17K -$1.91K -25 -10%
OSNBOA
1110
Old Second National Bank of Aurora
Illinois
$17K
LWA
1111
Lowe Wealth Advisors
Maryland
$17K +$1.43K +19 +9%
FCMT
1112
Founders Capital Management (Texas)
Texas
$15K
MPPLM
1113
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$15K +$5.97K +78 +66%
SAM
1114
Shamrock Asset Management
Texas
$14K -$52.7K -640 -79%
TI
1115
Truepoint Inc
Ohio
$13.8K -$135K -10,373 -91%
AIM
1116
Arcadia Investment Management
Michigan
$13K +$13K +170 New
FCT
1117
Family Capital Trust
Massachusetts
$12K -$1.53K -20 -11%
FNB
1118
Farmers National Bank
Kentucky
$12K
TFS
1119
TrustCore Financial Services
Tennessee
$11K -$8.98K -120 -45%
BWP
1120
Baldwin Wealth Partners
Massachusetts
$11K
CFA
1121
Camarda Financial Advisors
Florida
$11K +$1.98K +25 +22%
YWP
1122
YorkBridge Wealth Partners
New York
$8K -$26.3K -319 -77%
VCM
1123
Vigilant Capital Management
Maine
$8K -$7.04K -88 -47%
LWM
1124
Lenox Wealth Management
Ohio
$8K
MIM
1125
Macroview Investment Management
Maryland
$7K