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iShares Core S&P Small-Cap ETF

1,556 hedge funds and large institutions have $32.3B invested in iShares Core S&P Small-Cap ETF in 2019 Q4 according to their latest regulatory filings, with 281 funds opening new positions, 649 increasing their positions, 478 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,556
Holders Change
+226
Holders Change %
+16.99%
% of All Funds
30.73%
Holding in Top 10
274
Holding in Top 10 Change
+49
Holding in Top 10 Change %
+21.78%
% of All Funds
5.41%
New
281
Increased
649
Reduced
478
Closed
40
Calls
$63.7M
Puts
$5.43M
Net Calls
+$58.3M
Net Calls Change
-$104M
Name Holding Trade Value Shares
Change
Shares
Change %
SWM
1376
Sequoia Wealth Management
Illinois
$225K -$634K -7,571 -74%
UR
1377
USCA RIA
Texas
$225K -$8.4K -100 -4%
AWM
1378
Aries Wealth Management
Maine
$225K
SCM
1379
Stordahl Capital Management
Colorado
$225K
DA
1380
Detalus Advisors
Missouri
$225K +$225K +2,678 New
PA
1381
Parkside Advisors
California
$223K
P
1382
Pitcairn
Pennsylvania
$222K
AAP
1383
Arax Advisory Partners
Colorado
$221K -$2.18K -26 -1%
CCA
1384
Cobblestone Capital Advisors
New York
$219K -$12.9K -154 -6%
MMM
1385
Mendel Money Management
Illinois
$219K +$219K +2,616 New
AAMA
1386
Advanced Asset Management Advisors
Ohio
$218K
IPW
1387
Inlet Private Wealth
Florida
$218K
IFS
1388
Ifrah Financial Services
Arkansas
$218K +$218K +2,605 New
CWM
1389
Concentric Wealth Management
California
$217K
3F
1390
360 Financial
Minnesota
$217K +$217K +2,630 New
G
1391
Gainplan
Michigan
$215K -$375K -4,472 -64%
CCM
1392
Carlson Capital Management
Minnesota
$215K +$215K +2,568 New
CFA
1393
Camarda Financial Advisors
Florida
$214K +$214K +2,550 New
ACP
1394
Ashfield Capital Partners
California
$214K +$214K +2,550 New
SA
1395
Shilanski & Associates
Alaska
$213K +$213K +2,536 New
ECM
1396
Estabrook Capital Management
New York
$213K +$213K +2,539 New
SWA
1397
SFMG Wealth Advisors
Texas
$212K +$212K +2,525 New
LNWWM
1398
Laird Norton Wetherby Wealth Management
California
$212K +$212K +2,530 New
AWM
1399
Apollon Wealth Management
South Carolina
$211K +$211K +2,516 New
BCA
1400
Bray Capital Advisors
Florida
$210K