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iShares US Small Cap Equity Factor ETF

29 hedge funds and large institutions have $38.6M invested in iShares US Small Cap Equity Factor ETF in 2018 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 12 increasing their positions, 5 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 2

140% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 5

20% more capital invested

Capital invested by funds: $32.1M → $38.6M (+$6.49M)

16% more funds holding

Funds holding: 2529 (+4)

1.16% more ownership

Funds ownership: 42.67%43.84% (+1.2%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
29
Holders Change
+4
Holders Change %
+16%
% of All Funds
0.66%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
6
Increased
12
Reduced
5
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LTFS
26
Ladenburg Thalmann Financial Services
Florida
$57K -$17.9K -450 -24%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$15K +$8.05K +202 +120%
RWG
28
Regal Wealth Group
California
$5K
AG
29
Advisor Group
Arizona
$3K +$3.51K +88 New
CA
30
Cetera Advisors
Colorado
-$242K -6,125 Closed
WA
31
Winfield Associates
Ohio
-$23K -575 Closed