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iShares US Small Cap Equity Factor ETF

212 hedge funds and large institutions have $1.47B invested in iShares US Small Cap Equity Factor ETF in 2025 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 85 increasing their positions, 54 reducing their positions, and 15 closing their positions.

Holders
212
Holders Change
+20
Holders Change %
+10.42%
% of All Funds
2.85%
Holding in Top 10
17
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+13.33%
% of All Funds
0.23%
New
40
Increased
85
Reduced
54
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
SFS
1
Strategic Financial Services
New York
$254M 3,744,652 +137,719 +4%
Wells Fargo
2
Wells Fargo
California
$141M 2,075,308 +194,659 +10%
Ameriprise
3
Ameriprise
Minnesota
$107M 1,568,204 +421,138 +37%
LPL Financial
4
LPL Financial
California
$65.5M 963,855 +332,983 +53%
AIM
5
Acropolis Investment Management
Missouri
$59.2M 870,884 +33,534 +4%
FMP
6
Financial Management Professionals
Texas
$35.4M 520,851 +19,829 +4%
UWPG
7
Ullmann Wealth Partners Group
Florida
$34.7M 510,064 -51,444 -9%
BlackRock
8
BlackRock
New York
$33.7M 495,397 +16,145 +3%
Charles Schwab
9
Charles Schwab
California
$33.4M 490,822 +49,746 +11%
CCA
10
Clearwater Capital Advisors
Illinois
$31.7M 466,151 +7,978 +2%
Bank of America
11
Bank of America
North Carolina
$31.5M 463,250 +183,226 +65%
CPG
12
Cornerstone Planning Group
New Jersey
$30.2M 435,547 +35,724 +9%
PCFFS
13
Pacific Center for Financial Services
California
$27.1M 399,104 -4,326 -1%
VA
14
Valmark Advisers
Ohio
$25.2M 371,206 +5,616 +2%
RWA
15
River Wealth Advisors
Pennsylvania
$22.3M 328,683 +328,683 New
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$22M 323,208 +44,461 +16%
Cetera Investment Advisers
17
Cetera Investment Advisers
Illinois
$21.5M 316,568 +83,226 +36%
Focus Partners Wealth
18
Focus Partners Wealth
Massachusetts
$19.5M 287,017 +12,847 +5%
FF
19
Fox Financial
Pennsylvania
$19.5M 286,455 +4,126 +1%
RWM
20
Reston Wealth Management
Virginia
$17.7M 260,590 +7,077 +3%
FIA
21
Foundations Investment Advisors
Arizona
$17M 249,612 -6,714 -3%
PAG
22
Private Advisor Group
New Jersey
$16M 236,009 +53,443 +29%
IA
23
Integrity Alliance
Iowa
$14.3M 210,643 -120,252 -36%
FOR
24
Family Office Research
Maryland
$13.7M 201,512 +7,571 +4%
ETC
25
Exchange Traded Concepts
Oklahoma
$13.5M 198,569 +20,851 +12%