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iShares US Small Cap Equity Factor ETF

213 hedge funds and large institutions have $1.48B invested in iShares US Small Cap Equity Factor ETF in 2025 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 85 increasing their positions, 54 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
213
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
17
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$28.6M
2 +$22.6M
3 +$22.3M
4
Wells Fargo
Wells Fargo
California
+$13.2M
5
Bank of America
Bank of America
North Carolina
+$12.5M

Top Sellers

1 -$243M
2 -$22.6M
3 -$8.17M
4
Jane Street
Jane Street
New York
-$7.15M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$4.37M
Name Holding Trade Value Shares
Change
Change in
Stake
SFS
1
Strategic Financial Services
New York
$254M
Wells Fargo
2
Wells Fargo
California
$141M
Ameriprise
3
Ameriprise
Minnesota
$107M
LPL Financial
4
LPL Financial
California
$65.5M
AIM
5
Acropolis Investment Management
Missouri
$59.2M
FMP
6
Financial Management Professionals
Texas
$35.4M
UWPG
7
Ullmann Wealth Partners Group
Florida
$34.7M
BlackRock
8
BlackRock
New York
$33.7M
Charles Schwab
9
Charles Schwab
California
$33.4M
CCA
10
Clearwater Capital Advisors
Illinois
$31.7M
Bank of America
11
Bank of America
North Carolina
$31.5M
CPG
12
Cornerstone Planning Group
New Jersey
$30.2M
PCFFS
13
Pacific Center for Financial Services
California
$27.1M
VA
14
Valmark Advisers
Ohio
$25.2M
RWA
15
River Wealth Advisors
Pennsylvania
$22.3M
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$22M
Cetera Investment Advisers
17
Cetera Investment Advisers
Illinois
$21.5M
Focus Partners Wealth
18
Focus Partners Wealth
Massachusetts
$19.5M
FF
19
Fox Financial
Pennsylvania
$19.5M
RWM
20
Reston Wealth Management
Virginia
$17.7M
FIA
21
Foundations Investment Advisors
Arizona
$17M
PAG
22
Private Advisor Group
New Jersey
$16M
IA
23
Integrity Alliance
Iowa
$14.3M
FOR
24
Family Office Research
Maryland
$13.7M
ETC
25
Exchange Traded Concepts
Oklahoma
$13.5M