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iShares US Small Cap Equity Factor ETF

214 hedge funds and large institutions have $1.48B invested in iShares US Small Cap Equity Factor ETF in 2025 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 86 increasing their positions, 53 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
214
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
17
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$28.6M
2 +$22.6M
3 +$22.3M
4
Wells Fargo
Wells Fargo
California
+$13.2M
5
Bank of America
Bank of America
North Carolina
+$12.5M

Top Sellers

1 -$243M
2 -$22.6M
3 -$8.17M
4
Jane Street
Jane Street
New York
-$7.15M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$4.37M
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
26
UBS Group
Switzerland
$13.3M
Mercer Global Advisors
27
Mercer Global Advisors
Colorado
$13.2M
Raymond James Financial
28
Raymond James Financial
Florida
$13.1M
FIBT
29
First International Bank & Trust
North Dakota
$12.2M
PWM
30
PTM Wealth Management
United States
$11.4M
Osaic Holdings
31
Osaic Holdings
Arizona
$11M
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$10.7M
Janney Montgomery Scott
33
Janney Montgomery Scott
Pennsylvania
$10.3M
Northwestern Mutual Wealth Management
34
Northwestern Mutual Wealth Management
Wisconsin
$10.1M
SWP
35
Stratos Wealth Partners
Ohio
$10.1M
Fidelity Investments
36
Fidelity Investments
Massachusetts
$9.78M
IWC
37
Integrated Wealth Concepts
Massachusetts
$9.51M
DP
38
Denver PWM
Colorado
$8.93M
MML Investors Services
39
MML Investors Services
Massachusetts
$8.86M
Commonwealth Equity Services
40
Commonwealth Equity Services
Massachusetts
$8.84M
WWA
41
WCG Wealth Advisors
Nevada
$8.42M
JP Morgan Chase
42
JP Morgan Chase
New York
$8.37M
ACM
43
Anfield Capital Management
California
$6.61M
CCA
44
Cora Capital Advisors
New Jersey
$5.81M
JAG
45
Journey Advisory Group
Kentucky
$5.78M
DI
46
DDFG Inc
California
$5.71M
GM
47
GeoWealth Management
Illinois
$5.68M
CAM
48
Cozad Asset Management
Illinois
$5.49M
AA
49
Addison Advisors
Vermont
$5.17M
FWM
50
FMA Wealth Management
Massachusetts
$5.16M