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iShares Core S&P Small-Cap ETF

1,185 hedge funds and large institutions have $25.3B invested in iShares Core S&P Small-Cap ETF in 2018 Q2 according to their latest regulatory filings, with 84 funds opening new positions, 567 increasing their positions, 351 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,185
Holders Change
+44
Holders Change %
+3.86%
% of All Funds
27.17%
Holding in Top 10
227
Holding in Top 10 Change
+34
Holding in Top 10 Change %
+17.62%
% of All Funds
5.2%
New
84
Increased
567
Reduced
351
Closed
34
Calls
$30M
Puts
$29.4M
Net Calls
+$623K
Net Calls Change
+$5.97M
Name Holding Trade Value Shares
Change
Shares
Change %
WTB
1101
Washington Trust Bank
Washington
$70K +$2.83K +34 +4%
SJIM
1102
St. Johns Investment Management
Florida
$67K
FFC
1103
First Financial Corp
Indiana
$66K +$21.3K +255 +48%
OBWP
1104
O'Brien Wealth Partners
Massachusetts
$63K
SWPG
1105
Strategic Wealth Partners Group
Illinois
$61.9K +$7K +9,271 +13%
RFM
1106
Royal Fund Management
Florida
$60K +$23.5K +286 +64%
KJWM
1107
Kiley Juergens Wealth Management
Washington
$58K +$58K +701 New
AIM
1108
Anchor Investment Management
South Carolina
$57.8K -$1.84K -22 -3%
PCP
1109
Proficio Capital Partners
Massachusetts
$57K +$57K +685 New
RE
1110
RBC Europe
United Kingdom
$55.8K
AP
1111
Atwood & Palmer
Missouri
$54K +$4.04K +48 +8%
WEC
1112
Winslow Evans & Crocker
Massachusetts
$54K +$8.65K +100 +19%
HFM
1113
Hartford Financial Management
Connecticut
$53K +$53K +633 New
RFA
1114
Reilly Financial Advisors
California
$50K
MRCM
1115
M&R Capital Management
New Jersey
$50K
OC
1116
Oakworth Capital
Alabama
$50K
POIA
1117
Pin Oak Investment Advisors
Texas
$50K
IAS
1118
IMA Advisory Services
Colorado
$49K +$49K +592 New
AA
1119
Apriem Advisors
California
$48K +$48K +580 New
BWM
1120
Baystate Wealth Management
Massachusetts
$43K +$19.9K +234 +86%
EWM
1121
Elmwood Wealth Management
California
$42.7K
BCA
1122
Bray Capital Advisors
Florida
$42K
DAM
1123
Delta Asset Management
Tennessee
$38K +$32.2K +388 +554%
CB
1124
CNB Bank
Pennsylvania
$37K -$18.6K -221 -33%
CDIA
1125
Capital Directions Investment Advisors
Georgia
$37K +$421 +5 +1%