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John Hancock Multifactor Small Cap ETF

63 hedge funds and large institutions have $399M invested in John Hancock Multifactor Small Cap ETF in 2025 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 24 increasing their positions, 22 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

20% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 5

9% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 22

0.47% less ownership

Funds ownership: 82.9%82.43% (-0.47%)

3% less funds holding

Funds holding: 6563 (-2)

7% less capital invested

Capital invested by funds: $430M → $399M (-$30.5M)

Holders
63
Holders Change
-2
Holders Change %
-3.08%
% of All Funds
0.84%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
6
Increased
24
Reduced
22
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Manulife (Manufacturers Life Insurance)
1
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$162M -$110K -2,785 -0.1%
Bank of America
2
Bank of America
North Carolina
$66M +$4.79M +120,826 +7%
GC
3
Gilbert & Cook
Iowa
$19.2M +$5.83M +147,195 +40%
LPL Financial
4
LPL Financial
California
$15.9M -$14.3M -361,890 -46%
PAG
5
Private Advisor Group
New Jersey
$15.9M +$46.6K +1,176 +0.3%
Wells Fargo
6
Wells Fargo
California
$15.4M +$658K +16,596 +4%
SF
7
Synovus Financial
Georgia
$15M -$2.3K -58 -0%
UBS Group
8
UBS Group
Switzerland
$13.6M -$5.56M -140,354 -28%
Morgan Stanley
9
Morgan Stanley
New York
$8.95M -$217K -5,488 -2%
SIM
10
Sims Investment Management
Ohio
$6.29M +$3.61M +91,150 +118%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$5.64M +$1.98M +49,887 +49%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$5.55M -$106K -2,668 -2%
Northwestern Mutual Wealth Management
13
Northwestern Mutual Wealth Management
Wisconsin
$5.36M +$157K +3,965 +3%
Ameriprise
14
Ameriprise
Minnesota
$4.69M +$496K +12,523 +11%
HighTower Advisors
15
HighTower Advisors
Illinois
$4.09M -$96.6K -2,439 -2%
AW
16
Atlas Wealth
Ohio
$3.79M +$265K +6,678 +7%
EFMC
17
Empire Financial Management Company
New York
$3.38M -$32.5K -821 -0.9%
Cetera Investment Advisers
18
Cetera Investment Advisers
Illinois
$2.36M +$787K +19,854 +46%
Jones Financial Companies
19
Jones Financial Companies
Missouri
$2.28M +$779K +19,657 +47%
Stifel Financial
20
Stifel Financial
Missouri
$2.12M -$40.9K -1,033 -2%
Citadel Advisors
21
Citadel Advisors
Florida
$1.8M +$1.91M +48,302 New
AIFAIM
22
American Institute for Advanced Investment Management
Arizona
$1.68M +$213K +5,378 +14%
EK
23
Evensky & Katz
Florida
$1.62M -$68.2K -1,721 -4%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$1.37M +$346K +8,737 +31%
Creative Planning
25
Creative Planning
Kansas
$1.33M -$12.2K -308 -0.9%

JHSC Hedge Fund Activity: Q1 2025 in Review

63 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in John Hancock Multifactor Small Cap ETF (JHSC) for Q1 2025, worth a combined $399M — down 7.1% from $430M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new JHSC positions and 5 closed out — a net gain of 1 holder — while 24 added to existing stakes and 22 trimmed.

The largest buyer was Gilbert & Cook, adding an estimated $5.83M. The largest seller was LPL Financial, cutting an estimated $14.3M.

  • 63 institutional investors held John Hancock Multifactor Small Cap ETF (JHSC) as of Q1 2025, down from 65 in Q4 2024.
  • Funds reported $399M of John Hancock Multifactor Small Cap ETF stock for Q1 2025, down 7.1% quarter-over-quarter.
  • 6 funds opened new John Hancock Multifactor Small Cap ETF positions in Q1 2025 and 5 closed out, a net change of +1 holder.
  • The largest John Hancock Multifactor Small Cap ETF buyer in Q1 2025 was Gilbert & Cook, an estimated $5.83M added.
  • The largest John Hancock Multifactor Small Cap ETF seller in Q1 2025 was LPL Financial, an estimated $14.3M sold.

Based on aggregated 13F filings for Q1 2025.