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iShares Core S&P Small-Cap ETF

1,305 hedge funds and large institutions have $23.3B invested in iShares Core S&P Small-Cap ETF in 2018 Q4 according to their latest regulatory filings, with 207 funds opening new positions, 593 increasing their positions, 401 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,305
Holders Change
+88
Holders Change %
+7.23%
% of All Funds
29.12%
Holding in Top 10
234
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+4%
% of All Funds
5.22%
New
207
Increased
593
Reduced
401
Closed
107
Calls
$116M
Puts
$31.9M
Net Calls
+$84.3M
Net Calls Change
+$92.5M
Name Holding Trade Value Shares
Change
Shares
Change %
GBT
201
Grove Bank & Trust
Florida
$13.5M -$1.96M -28,336 -13%
CCFCSB
202
Cape Cod Five Cents Savings Bank
Massachusetts
$13.5M +$321K +4,627 +2%
Natixis Advisors
203
Natixis Advisors
Massachusetts
$13.5M +$7.49M +108,014 +124%
FDCC
204
Foster Dykema Cabot & Co
Massachusetts
$13.3M +$59.3K +856 +0.4%
MIAN
205
Mariner Independent Advisor Network
Kansas
$13.2M -$6.3M -85,995 -32%
GLA
206
Good Life Advisors
Pennsylvania
$13.2M +$1.04M +14,972 +9%
PFA
207
Pettinga Financial Advisors
Indiana
$13.2M +$13.2M +189,852 New
IWS
208
Insight Wealth Strategies
California
$13.1M +$13.1M +189,335 New
CAPTRUST Financial Advisors
209
CAPTRUST Financial Advisors
North Carolina
$13.1M +$130K +1,874 +1%
Prudential Financial
210
Prudential Financial
New Jersey
$13.1M +$510K +7,363 +4%
CS
211
Comerica Securities
Michigan
$13.1M +$285K +4,118 +2%
TCPWM
212
Traverso Chambers Private Wealth Management
California
$13M +$13M +188,173 New
CRC
213
Curi RMB Capital
Illinois
$13M +$1.53M +22,038 +13%
SMC
214
Smith, Moore & Co
Missouri
$12.9M +$14K +202 +0.1%
BOTW
215
Bank of the West
California
$12.9M +$7.88M +113,690 +159%
FHB
216
First Hawaiian Bank
Hawaii
$12.8M -$204K -2,949 -2%
WSFS
217
Wilmington Savings Fund Society
Delaware
$12.8M +$233K +3,364 +2%
CPA
218
Capital Planning Advisors
California
$12.8M -$238K -3,428 -2%
Public Sector Pension Investment Board (PSP Investments)
219
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$12.8M +$6.45M +93,000 +102%
BMM
220
Buffington Mohr McNeal
Idaho
$12.7M -$419K -6,045 -3%
TC
221
Trilogy Capital
California
$12.7M -$445K -6,426 -3%
EWA
222
ERTS Wealth Advisors
Michigan
$12.6M +$12.6M +181,369 New
GG
223
Gofen & Glossberg
Illinois
$12.5M +$50.5K +729 +0.4%
MCWS
224
McKinley Carter Wealth Services
West Virginia
$12.4M +$561K +8,089 +5%
CWM
225
Cahaba Wealth Management
Georgia
$12.4M +$5.25M +75,728 +74%