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iShares International Small Cap Equity Factor ETF

95 hedge funds and large institutions have $217M invested in iShares International Small Cap Equity Factor ETF in 2023 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 33 increasing their positions, 35 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
95
Holders Change
+9
Holders Change %
+10.47%
% of All Funds
1.39%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
16
Increased
33
Reduced
35
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
GIA
76
GHP Investment Advisors
Colorado
$140K
MFC
77
Morris Financial Concepts
South Carolina
$101K +$3.21K +100 +3%
CAL
78
Capital Advisors Ltd
Ohio
$84K
Wells Fargo
79
Wells Fargo
California
$64.3K +$64.3K +2,000 New
SFC
80
SYM Financial Corp
Indiana
$61.9K -$58.1K -1,808 -48%
AWM
81
Aspire Wealth Management
Massachusetts
$61.1K +$675 +21 +1%
BWL
82
Bogart Wealth LLC
Virginia
$51.4K
PS
83
Principal Securities
Iowa
$48K +$48K +1,494 New
TWC
84
TD Waterhouse Canada
Ontario, Canada
$37K
JPMorgan Chase & Co
85
JPMorgan Chase & Co
New York
$36.6K +$13.1K +408 +56%
SRCM
86
Signature Resources Capital Management
California
$29.5K +$29.5K +917 New
PGAM
87
Princeton Global Asset Management
New Jersey
$14.1K
Carson Wealth (CWM LLC)
88
Carson Wealth (CWM LLC)
Nebraska
$10K
Fidelity Investments
89
Fidelity Investments
Massachusetts
$5.72K -$1.19K -37 -17%
FHA
90
First Horizon Advisors
Tennessee
$4.79K
Fifth Third Bancorp
91
Fifth Third Bancorp
Ohio
$4.69K +$4.69K +146 New
KSWA
92
Kathleen S. Wright Associates
Pennsylvania
$4.56K
CIM
93
Contravisory Investment Management
Massachusetts
$3.82K +$3.82K +119 New
UBS Group
94
UBS Group
Switzerland
$1.22K +$1.22K +38 New
IPW
95
Impact Partnership Wealth
Georgia
$964 +$964 +30 New
Bank of Montreal
96
Bank of Montreal
Ontario, Canada
-$1.9M -61,469 Closed
IIC
97
Integrated Investment Consultants
Michigan
-$950K -32,106 Closed
FTUS
98
Flow Traders U.S.
New York
-$271K -9,154 Closed
BRWA
99
B. Riley Wealth Advisors
Florida
-$259K -8,758 Closed
NA
100
NewEdge Advisors
Louisiana
-$133K -4,505 Closed