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iShares US Small Cap Equity Factor ETF

268 hedge funds and large institutions have $2.73B invested in iShares US Small Cap Equity Factor ETF in 2026 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 120 increasing their positions, 75 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

82% more call options, than puts

Call options by funds: $317K | Put options by funds: $174K

68% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 19

60% more repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 75

17% more capital invested

Capital invested by funds: $2.34B → $2.73B (+$388M)

2% more funds holding

Funds holding: 264268 (+4)

1.07% more ownership

Funds ownership: 82.36%83.42% (+1.1%)

0% more funds holding in top 10

Funds holding in top 10: 2121 (0)

Holders
268
Holders Change
+4
Holders Change %
+1.52%
% of All Funds
3.3%
Holding in Top 10
21
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.26%
New
32
Increased
120
Reduced
75
Closed
19
Calls
$317K
Puts
$174K
Net Calls
+$143K
Net Calls Change
+$143K
Name Holding Trade Value Shares
Change
Change in
Stake
SFS
1
Strategic Financial Services
New York
$290M +$1.99M +25,602 +0.7%
Wells Fargo
2
Wells Fargo
California
$224M +$49.7M +639,878 +27%
Charles Schwab
3
Charles Schwab
California
$195M +$168M +2,159,510 +508%
Ameriprise
4
Ameriprise
Minnesota
$150M -$32.8M -421,736 -18%
ACM
5
Advance Capital Management
Michigan
$117M +$120M +1,545,786 New
LPL Financial
6
LPL Financial
California
$117M +$12.1M +156,301 +11%
VA
7
Valmark Advisers
Ohio
$101M +$9.57M +123,234 +10%
Bank of America
8
Bank of America
North Carolina
$75.7M -$55.3M -712,222 -42%
AIM
9
Acropolis Investment Management
Missouri
$73.9M +$809K +10,415 +1%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$59.1M +$28.1M +361,369 +86%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$56.9M +$6.89M +88,667 +13%
MWM
12
Modern Wealth Management
Kansas
$55.8M +$17.7M +228,292 +45%
VIA
13
Vantagepoint Investment Advisers
District of Columbia
$50.4M
HighTower Advisors
14
HighTower Advisors
Illinois
$44.6M +$2.24M +28,885 +5%
AAS
15
Annex Advisory Services
Wisconsin
$42.3M +$43.6M +560,961 New
FMP
16
Financial Management Professionals
Texas
$39.5M +$470K +6,050 +1%
CPG
17
Cornerstone Planning Group
New Jersey
$39.3M +$2.92M +37,561 +9%
CCA
18
Clearwater Capital Advisors
Illinois
$36.2M +$870K +11,204 +2%
BlackRock
19
BlackRock
New York
$33.2M -$2.31M -29,801 -6%
UWPG
20
Ullmann Wealth Partners Group
Florida
$32.7M -$406K -5,223 -1%
Raymond James Financial
21
Raymond James Financial
Florida
$29.7M +$8.16M +105,104 +36%
PCFFS
22
Pacific Center for Financial Services
California
$28.6M -$1.59M -20,432 -5%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$28.6M +$2.44M +31,477 +9%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$24.6M +$7.39M +95,100 +41%
RWA
25
River Wealth Advisors
Pennsylvania
$24M -$3.31M -42,592 -12%