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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 %
AIA
1401
Alera Investment Advisors
Illinois
$208K +$208K +2,486 New
SIC
1402
Salem Investment Counselors
North Carolina
$207K +$1.77K +21 +0.9%
NEPWA
1403
New England Private Wealth Advisors
Massachusetts
$207K +$207K +2,453 New
SB
1404
Strategic Blueprint
Georgia
$206K +$107K +1,276 +108%
MFGP
1405
Marshall Financial Group (Pennsylvania)
Pennsylvania
$206K +$206K +2,458 New
AWA
1406
Acorn Wealth Advisors
Michigan
$205K -$38.8K -465 -16%
GWS
1407
Glassman Wealth Services
Virginia
$205K +$24.3K +290 +13%
TB
1408
Terril Brothers
Missouri
$205K +$205K +2,444 New
GIA
1409
Guyasuta Investment Advisors
Pennsylvania
$204K +$204K +2,438 New
NPP
1410
New Potomac Partners
Maryland
$203K +$6.61K +79 +3%
AIA
1411
Arbor Investment Advisors
North Carolina
$202K +$202K +2,403 New
BFS
1412
Bradley Foster & Sargent
Connecticut
$202K +$202K +2,409 New
Toronto Dominion Bank
1413
Toronto Dominion Bank
Ontario, Canada
$201K
CK
1414
Cohen Klingenstein
New York
$201K +$201K +2,400 New
AWM
1415
Aberdeen Wealth Management
Illinois
$198K +$198K +2,364 New
CLOS
1416
Compagnie Lombard Odier SCmA
Switzerland
$193K
PA
1417
Procyon Advisors
Connecticut
$190K +$190K +2,268 New
AIA
1418
Armor Investment Advisors
North Carolina
$189K -$12.3K -147 -6%
CI
1419
Cordant Inc
Oregon
$176K +$176K +2,104 New
WCM
1420
Wealthcare Capital Management
Virginia
$170K +$251 +3 +0.1%
GI
1421
GS Investments
Minnesota
$168K -$241K -2,892 -59%
SFC
1422
SYM Financial Corp
Indiana
$162K +$128K +1,528 +381%
DI
1423
Disciplined Investments
Oklahoma
$161K +$161K +1,926 New
TCM
1424
TD Capital Management
Tennessee
$155K -$1.09K -13 -0.7%
HCA
1425
Horan Capital Advisors
Ohio
$154K