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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 %
UBS Group
26
UBS Group
Switzerland
$13.3M 195,096 +1,557 +0.8%
Mercer Global Advisors
27
Mercer Global Advisors
Colorado
$13.2M 193,569 -14,454 -7%
Raymond James Financial
28
Raymond James Financial
Florida
$13.1M 193,276 +125,896 +187%
FIBT
29
First International Bank & Trust
North Dakota
$12.2M 180,244 -11,552 -6%
PWM
30
PTM Wealth Management
United States
$11.4M 163,062 +163,062 New
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$10.7M 157,180 +4,739 +3%
Janney Montgomery Scott
32
Janney Montgomery Scott
Pennsylvania
$10.3M 151,512 +151,512 New
Northwestern Mutual Wealth Management
33
Northwestern Mutual Wealth Management
Wisconsin
$10.1M 148,603 +85,001 +134%
SWP
34
Stratos Wealth Partners
Ohio
$10.1M 148,598 +4,381 +3%
Fidelity Investments
35
Fidelity Investments
Massachusetts
$9.78M 143,920 -3,575,585 -96%
IWC
36
Integrated Wealth Concepts
Massachusetts
$9.51M 139,921 -12,738 -8%
DP
37
Denver PWM
Colorado
$8.93M 131,398 +5,932 +5%
MML Investors Services
38
MML Investors Services
Massachusetts
$8.86M 130,422 +26,118 +25%
Commonwealth Equity Services
39
Commonwealth Equity Services
Massachusetts
$8.84M 130,070 +34,642 +36%
WWA
40
WCG Wealth Advisors
Nevada
$8.42M 123,891 +3,359 +3%
JPMorgan Chase & Co
41
JPMorgan Chase & Co
New York
$8.37M 123,249 -49,984 -29%
Osaic Holdings
42
Osaic Holdings
Arizona
$7.19M 106,040 -14,560 -12%
ACM
43
Anfield Capital Management
California
$6.61M 97,280 +807 +0.8%
CCA
44
Cora Capital Advisors
New Jersey
$5.81M 85,566 -1,234 -1%
JAG
45
Journey Advisory Group
Kentucky
$5.78M 85,110 -21,181 -20%
DI
46
DDFG Inc
California
$5.71M 84,028 +2,160 +3%
GM
47
GeoWealth Management
Illinois
$5.68M 83,594 +7,892 +10%
CAM
48
Cozad Asset Management
Illinois
$5.49M 80,780 +19,321 +31%
AA
49
Addison Advisors
Vermont
$5.17M 76,029 -1,758 -2%
FWM
50
FMA Wealth Management
Massachusetts
$5.16M 75,877 +750 +1%