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iShares Core S&P Small-Cap ETF

1,330 hedge funds and large institutions have $27.9B invested in iShares Core S&P Small-Cap ETF in 2019 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 591 increasing their positions, 509 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,330
Holders Change
-2
Holders Change %
-0.15%
% of All Funds
29.21%
Holding in Top 10
225
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-2.17%
% of All Funds
4.94%
New
67
Increased
591
Reduced
509
Closed
54
Calls
$167M
Puts
$4.52M
Net Calls
+$162M
Net Calls Change
+$3.32M
Name Holding Trade Value Shares
Change
Shares
Change %
WEC
1276
Winslow Evans & Crocker
Massachusetts
$50K -$851K -10,350 -94%
FA
1277
Financial Advantage
Maryland
$50K +$50K +655 New
BWA
1278
Burt Wealth Advisors
Maryland
$49K +$853 +11 +2%
MRCM
1279
M&R Capital Management
New Jersey
$46K
GI
1280
Gradient Investments
Minnesota
$40K -$64.8K -833 -62%
IAS
1281
IMA Advisory Services
Colorado
$40K
KFS
1282
Kelly Financial Services
Massachusetts
$36.1K -$5.06K -65 -12%
SIS
1283
Sound Income Strategies
Florida
$34K -$3.48K -45 -9%
RFM
1284
Royal Fund Management
Florida
$34K -$2.07K -27 -6%
APC
1285
Aspire Private Capital
North Carolina
$33K -$50.4K -640 -60%
SBA
1286
Secrest Blakey & Associates
North Carolina
$32K -$1.15K -15 -3%
MAM
1287
Meeder Asset Management
Ohio
$32K +$32K +410 New
AIM
1288
Anchor Investment Management
South Carolina
$31.2K
SFC
1289
SYM Financial Corp
Indiana
$31K -$2.94K -38 -9%
CICI
1290
Capital Investment Counsel Inc
North Carolina
$30K
RMC
1291
Resources Management Corp
Connecticut
$30K +$30K +381 New
EK
1292
Evensky & Katz
Florida
$27K -$1.94K -25 -7%
CDIA
1293
Capital Directions Investment Advisors
Georgia
$27K +$27K +341 New
PCTC
1294
Perkins Coie Trust Company
Washington
$26K
FPS
1295
Fieldpoint Private Securities
Connecticut
$25K
TCM
1296
Tradewinds Capital Management
Washington
$25K
TFA
1297
Toth Financial Advisory
Virginia
$25K
HWA
1298
Heritage Wealth Advisors
Virginia
$25K
LWA
1299
Lowe Wealth Advisors
Maryland
$25K +$1.54K +20 +7%
FCMT
1300
Founders Capital Management (Texas)
Texas
$25K +$3.9K +51 +18%