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iShares US Small Cap Equity Factor ETF

237 hedge funds and large institutions have $1.98B invested in iShares US Small Cap Equity Factor ETF in 2025 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 105 increasing their positions, 53 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 8

98% more repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 53

34% more capital invested

Capital invested by funds: $1.48B → $1.98B (+$498M)

12% more funds holding in top 10

Funds holding in top 10: 1719 (+2)

10% more funds holding

Funds holding: 215237 (+22)

2.69% more ownership

Funds ownership: 81.68%84.38% (+2.7%)

Holders
237
Holders Change
+22
Holders Change %
+10.23%
% of All Funds
3.11%
Holding in Top 10
19
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.76%
% of All Funds
0.25%
New
32
Increased
105
Reduced
53
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BC
226
Barrett & Company
Rhode Island
$5.35K
IA
227
IFP Advisors
Florida
$5.28K
PPA
228
Painted Porch Advisors
California
$4.83K
SRCM
229
Signature Resources Capital Management
California
$4.24K -$35.1K -491 -90%
RWA
230
Redmont Wealth Advisors
Illinois
$3.72K
AC
231
AlphaCore Capital
California
$3.56K
CAM
232
Costello Asset Management
Pennsylvania
$3K
KWM
233
Kiker Wealth Management
Georgia
$2.16K +$2.08K +29 New
Russell Investments Group
234
Russell Investments Group
United Kingdom
$1.93K +$1.86K +26 New
AAS
235
Ameritas Advisory Services
Nebraska
$967 -$21.1K -295 -96%
SIS
236
Sound Income Strategies
Florida
$595
Qube Research & Technologies (QRT)
237
Qube Research & Technologies (QRT)
United Kingdom
$223 -$5.22K -73 -96%
Jane Street
238
Jane Street
New York
-$1.99M -29,224 Closed
QCM
239
QRG Capital Management
Illinois
-$506K -7,453 Closed
Goldman Sachs
240
Goldman Sachs
New York
-$398K -5,862 Closed
CW
241
Channel Wealth
California
-$299K -4,404 Closed
WIA
242
World Investment Advisors
California
-$227K -3,337 Closed
UBS AM
243
UBS AM
Illinois
-$116K -1,707 Closed
Bank of Montreal
244
Bank of Montreal
Ontario, Canada
-$18.7K -275 Closed
AG
245
AmeriFlex Group
Nevada
-$6.48K -96 Closed