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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 %
CPSAC
151
Chas P. Smith & Associates (CPS)
Florida
$23.9M +$709K +9,114 +3%
MA
152
MUFG Americas
New York
$23.3M -$1.25M -16,018 -5%
SPC
153
Sigma Planning Corp
Michigan
$23.3M +$996K +12,793 +4%
GW
154
GW & Wade
Massachusetts
$23.1M +$1.68M +21,614 +8%
HL
155
HeadInvest LLC
Maine
$23M -$1.02M -13,165 -4%
AFG
156
Albion Financial Group
Utah
$22.8M -$490K -6,293 -2%
CI
157
Conning Inc
Connecticut
$22.5M -$5.7M -73,230 -20%
CTC
158
Central Trust Company
Missouri
$22.1M -$3.7M -47,523 -14%
FTIOP
159
Fiduciary Trust International of Pennsylvania
Pennsylvania
$22M +$2.66M +34,219 +14%
PWLP
160
Prio Wealth Limited Partnership
Massachusetts
$22M +$530K +6,812 +2%
MGIA
161
Moneta Group Investment Advisors
Missouri
$21.9M -$148K -1,895 -0.7%
CG
162
Colony Group
Massachusetts
$21M -$201K -2,577 -0.9%
FNBOH
163
First National Bank of Hutchinson
Kansas
$20.6M +$2.05M +26,393 +11%
KWMG
164
King Wealth Management Group
Florida
$20.5M +$538K +6,910 +3%
CC
165
Chanos & Company
New York
$20.5M -$25.6M -329,113 -56%
MAFM
166
Mid Atlantic Financial Management
Pennsylvania
$20.5M +$1.33M +17,053 +7%
FWM
167
FFT Wealth Management
Pennsylvania
$20.4M +$393K +5,043 +2%
FCBT
168
First Citizens Bank & Trust
North Carolina
$20.3M +$910K +11,686 +5%
WT
169
Whittier Trust
California
$20.2M +$3.73M +47,941 +23%
BOS
170
Bank of Stockton
California
$20M -$307K -3,942 -2%
BHWM
171
Bar Harbor Wealth Management
New Hampshire
$19.6M -$227K -2,921 -1%
CCWA
172
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$19.5M +$2.45M +31,444 +14%
VCM
173
Vision Capital Management
Oregon
$19.1M -$856 -11 -0%
GBT
174
Grove Bank & Trust
Florida
$19.1M +$1.86M +23,952 +11%
DWA
175
Divergent Wealth Advisors
Utah
$19M +$4.48M +57,555 +31%