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iShares Core S&P Small-Cap ETF

682 hedge funds and large institutions have $10.1B invested in iShares Core S&P Small-Cap ETF in 2016 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 270 increasing their positions, 259 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
682
Holders Change
+1
Holders Change %
+0.15%
% of All Funds
18.2%
Holding in Top 10
97
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+3.19%
% of All Funds
2.59%
New
57
Increased
270
Reduced
259
Closed
47
Calls
$11.9M
Puts
$8.51M
Net Calls
+$3.42M
Net Calls Change
+$810K
Name Holding Trade Value Shares
Change
Shares
Change %
FCBT
151
First Citizens Bank & Trust
North Carolina
$7.59M -$1.25M -22,270 -14%
PWAG
152
Polaris Wealth Advisory Group
California
$7.59M +$7.59M +134,778 New
MFS
153
MSI Financial Services
Massachusetts
$7.47M +$347K +6,166 +5%
SFA
154
Stewardship Financial Advisors
Georgia
$7.46M +$1.93M +34,274 +35%
NCM
155
Neumann Capital Management
California
$7.04M +$513K +9,110 +8%
CBB
156
Citizens Business Bank
California
$6.88M +$1.86M +32,984 +37%
CTC
157
Central Trust Company
Missouri
$6.78M +$901K +16,000 +15%
CCWA
158
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$6.78M +$1.31M +23,244 +24%
NCM
159
Noesis Capital Mangement
Florida
$6.77M +$18.6K +330 +0.3%
Two Sigma Advisers
160
Two Sigma Advisers
New York
$6.72M +$1.91M +34,000 +40%
JWM
161
Jacobus Wealth Management
Wisconsin
$6.51M -$99.1K -1,760 -1%
CIBC Private Wealth Group
162
CIBC Private Wealth Group
Georgia
$6.45M -$105K -1,866 -2%
RTS
163
Round Table Services
New Jersey
$6.32M -$37.2K -660 -0.6%
WAM
164
Wallington Asset Management
Indiana
$6.26M +$6.26M +111,280 New
BIC
165
Bridges Investment Counsel
Nebraska
$6.24M -$11M -194,990 -64%
CCM
166
Condor Capital Management
New Jersey
$6.2M +$159K +2,830 +3%
JPMorgan Chase & Co
167
JPMorgan Chase & Co
New York
$6.19M -$259K -4,596 -4%
EWM
168
Evermay Wealth Management
Virginia
$6.17M -$235K -4,180 -4%
TWM
169
Torch Wealth Management
Ohio
$6.17M +$31.2K +554 +0.5%
GIA
170
GHP Investment Advisors
Colorado
$6.17M +$132K +2,344 +2%
VFS
171
VSR Financial Services
Kansas
$6.08M +$46.5K +826 +0.8%
Retirement Systems of Alabama
172
Retirement Systems of Alabama
Alabama
$5.98M
PFM
173
PacWest Financial Management
Arizona
$5.97M +$86.6K +1,538 +1%
SI
174
SII Investments
Wisconsin
$5.87M +$861K +15,290 +17%
EVM
175
Eaton Vance Management
Massachusetts
$5.75M -$89K -1,582 -2%