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iShares International Small Cap Equity Factor ETF

120 hedge funds and large institutions have $301M invested in iShares International Small Cap Equity Factor ETF in 2025 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 40 increasing their positions, 46 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

more ownership

Funds ownership:

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

13% less repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 46

Holders
120
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BCG
51
Breakwater Capital Group
New Jersey
$1.02M
CPIG
52
Chicago Partners Investment Group
Illinois
$1.01M
HIS
53
Horizon Investment Services
Indiana
$893K
KW
54
KWB Wealth
California
$890K
EFG
55
Ethos Financial Group
Pennsylvania
$883K
JWCA
56
J.W. Cole Advisors
Florida
$872K
SWM
57
Stonebridge Wealth Management
Illinois
$857K
CAPTRUST Financial Advisors
58
CAPTRUST Financial Advisors
North Carolina
$725K
IFA
59
Index Fund Advisors
California
$722K
PWM
60
Perigon Wealth Management
California
$687K
IWC
61
Integrated Wealth Concepts
Massachusetts
$681K
DADC
62
D.A. Davidson & Co
Montana
$663K
MWP
63
Moller Wealth Partners
$642K
Focus Partners Wealth
64
Focus Partners Wealth
Massachusetts
$614K
RWP
65
RWA Wealth Partners
Massachusetts
$609K
NFP
66
Narus Financial Partners
Utah
$509K
GVAG
67
Great Valley Advisor Group
Delaware
$491K
FA
68
Faithward Advisors
Pennsylvania
$486K
AWA
69
Arkadios Wealth Advisors
Georgia
$475K
ACMA
70
Arbor Capital Management (Alaska)
Alaska
$463K
JP Morgan Chase
71
JP Morgan Chase
New York
$453K
EWA
72
Exencial Wealth Advisors
Oklahoma
$450K
Mercer Global Advisors
73
Mercer Global Advisors
Colorado
$434K
TWA
74
TCI Wealth Advisors
Arizona
$424K
VW
75
Vance Wealth
California
$399K