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iShares US Small Cap Equity Factor ETF

156 hedge funds and large institutions have $1.07B invested in iShares US Small Cap Equity Factor ETF in 2024 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 76 increasing their positions, 33 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

157% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 7

130% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 33

24% more capital invested

Capital invested by funds: $867M → $1.07B (+$206M)

18% more funds holding in top 10

Funds holding in top 10: 1113 (+2)

6% more funds holding

Funds holding: 147156 (+9)

0.4% more ownership

Funds ownership: 81.39%81.79% (+0.4%)

Holders
156
Holders Change
+9
Holders Change %
+6.12%
% of All Funds
2.24%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.19%
New
18
Increased
76
Reduced
33
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
26
UBS Group
Switzerland
$10.4M +$23.7K +372 +0.2%
LWMI
27
Landmark Wealth Management (Illinois)
Illinois
$9.79M +$641K +10,087 +7%
WHG
28
Westwood Holdings Group
Texas
$9.64M +$9.24M +145,292 New
DP
29
Denver PWM
Colorado
$8.07M +$7.73M +121,585 New
WWA
30
WCG Wealth Advisors
Nevada
$7.21M +$6.91M +108,691 New
MML Investors Services
31
MML Investors Services
Massachusetts
$6.46M +$1.57M +24,719 +34%
UCFA
32
United Capital Financial Advisors
Texas
$5.6M +$20K +314 +0.4%
AA
33
Addison Advisors
Vermont
$5.52M -$518K -8,153 -9%
Cerity Partners
34
Cerity Partners
New York
$5.48M -$26.5K -417 -0.5%
JAG
35
Journey Advisory Group
Kentucky
$5.47M
CCA
36
Cora Capital Advisors
New Jersey
$5.42M +$160K +2,519 +3%
Commonwealth Equity Services
37
Commonwealth Equity Services
Massachusetts
$5.25M +$548K +8,617 +12%
DI
38
DDFG Inc
California
$5.11M +$2.46M +38,748 +101%
FWM
39
FMA Wealth Management
Massachusetts
$5M +$2.66M +41,781 +124%
PFM
40
Phillips Financial Management
Indiana
$4.81M -$469K -7,370 -9%
SPIA
41
Steward Partners Investment Advisory
New York
$4.29M +$142K +2,231 +4%
GAM
42
GEM Asset Management
Michigan
$4.17M +$17.9K +282 +0.4%
BWCS
43
Beirne Wealth Consulting Services
Connecticut
$4.16M +$1.19M +18,687 +42%
SWP
44
Stratos Wealth Partners
Ohio
$4.08M +$1.02M +16,069 +35%
WFA
45
Wade Financial Advisory
California
$3.85M +$20.7K +325 +0.6%
AF
46
Apollon Financial
South Carolina
$3.81M -$137K -2,162 -4%
EH
47
Equitable Holdings
New York
$3.79M +$1.38M +21,655 +61%
CAM
48
Cozad Asset Management
Illinois
$3.42M +$340K +5,350 +12%
DADC
49
D.A. Davidson & Co
Montana
$3.18M +$165K +2,595 +6%
WCA
50
Westover Capital Advisors
Delaware
$2.75M +$1.32M +20,710 +100%