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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 %
AP
1151
Atwood & Palmer
Missouri
$52K -$4.2K -48 -7%
POIA
1152
Pin Oak Investment Advisors
Texas
$52K
MRCM
1153
M&R Capital Management
New Jersey
$52K
IAS
1154
IMA Advisory Services
Colorado
$52K
CB
1155
CNB Bank
Pennsylvania
$52K +$13.4K +152 +35%
CWA
1156
Clarus Wealth Advisors
Arizona
$45K -$563K -6,515 -93%
BCA
1157
Bray Capital Advisors
Florida
$44K
EWM
1158
Elmwood Wealth Management
California
$43K -$1.66K -19 -4%
RFM
1159
Royal Fund Management
Florida
$38K -$24.5K -286 -39%
CDIA
1160
Capital Directions Investment Advisors
Georgia
$38K -$438 -5 -1%
FDCDDQ
1161
Federation des caisses Desjardins du Quebec
Quebec, Canada
$35.8K +$872 +10 +3%
DPA
1162
Delphi Private Advisors
California
$35K -$37.7K -432 -52%
SFC
1163
SYM Financial Corp
Indiana
$35K
SIAS
1164
Shine Investment Advisory Services
Colorado
$35K +$35K +400 New
DAM
1165
Delta Asset Management
Tennessee
$34K -$6.13K -70 -15%
GIP
1166
Granite Investment Partners
California
$31K -$4.25K -48 -12%
WCAMG
1167
Woodard & Company Asset Management Group
North Carolina
$31K
PCTC
1168
Perkins Coie Trust Company
Washington
$29K
TCM
1169
Tradewinds Capital Management
Washington
$28K
EWM
1170
Edge Wealth Management
New York
$28K
LGWM
1171
Litman Gregory Wealth Management
California
$28K +$3.78K +44 +16%
HWA
1172
Heritage Wealth Advisors
Virginia
$28K +$28K +324 New
TCM
1173
TD Capital Management
Tennessee
$27K +$87 +1 +0.3%
FGAM
1174
Financial Gravity Asset Management
Texas
$26K +$18K +228 +224%
RBC
1175
Roble Belko & Company
Pennsylvania
$25K