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iShares Core S&P Small-Cap ETF

941 hedge funds and large institutions have $20B invested in iShares Core S&P Small-Cap ETF in 2017 Q3 according to their latest regulatory filings, with 68 funds opening new positions, 464 increasing their positions, 291 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
941
Holders Change
+24
Holders Change %
+2.62%
% of All Funds
23.5%
Holding in Top 10
165
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+4.43%
% of All Funds
4.12%
New
68
Increased
464
Reduced
291
Closed
35
Calls
$31.1M
Puts
$14.1M
Net Calls
+$17M
Net Calls Change
+$7.24M
Name Holding Trade Value Shares
Change
Shares
Change %
AI
101
Accredited Investors
Minnesota
$25.9M +$66.4K +894 +0.3%
MFW
102
Meristem Family Wealth
Minnesota
$25.5M +$380K +5,123 +2%
GC
103
Grimes & Company
Massachusetts
$25.4M -$36.5K -492 -0.1%
DT
104
Diversified Trust
Tennessee
$25.4M +$38.6K +520 +0.2%
CAG
105
Crestwood Advisors Group
Massachusetts
$25M +$758K +10,216 +3%
PP
106
Pension Partners
New York
$24.6M +$2.39M +32,226 +11%
Public Sector Pension Investment Board (PSP Investments)
107
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$24.1M -$82.4M -1,110,000 -77%
HL
108
HeadInvest LLC
Maine
$23.5M -$119K -1,590 -0.5%
OAM
109
Oppenheimer Asset Management
New York
$23.2M +$7.2M +97,068 +45%
V
110
Veritable
Delaware
$22.9M -$1.14M -15,309 -5%
BF
111
BOK Financial
Oklahoma
$22.8M -$1.25M -16,851 -5%
TC
112
Telemus Capital
Michigan
$22.6M -$3.17M -42,700 -12%
CTA
113
Chesley Taft & Associates
Illinois
$22M -$139K -1,868 -0.6%
Jones Financial Companies
114
Jones Financial Companies
Missouri
$21.6M +$1.41M +18,984 +7%
FNBOH
115
First National Bank of Hutchinson
Kansas
$21.2M +$255K +3,378 +1%
CA
116
Cetera Advisors
Colorado
$20.7M -$521K -7,024 -2%
PA
117
Planning Alternatives
Michigan
$20.6M -$235K -3,166 -1%
TFO
118
Tarbox Family Office
California
$20.5M +$20.3M +273,470 +9,443%
BHWM
119
Bar Harbor Wealth Management
New Hampshire
$20.1M -$1.54M -20,726 -7%
WSFS
120
Wilmington Savings Fund Society
Delaware
$19.9M -$1.39M -18,764 -7%
CCM
121
Covington Capital Management
California
$19.8M +$19.8M +266,670 New
IH
122
IFC Holdings
Florida
$19.7M +$1.96M +26,444 +11%
CW
123
Cobiz Wealth
Colorado
$19.7M -$74.7K -1,007 -0.4%
FAAS
124
First Allied Advisory Services
California
$19.6M +$1.04M +13,988 +6%
AFG
125
Albion Financial Group
Utah
$19.5M +$540K +7,274 +3%