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iShares US Small Cap Equity Factor ETF

213 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, 85 increasing their positions, 54 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
213
Holders Change
+21
Holders Change %
+10.94%
% of All Funds
2.86%
Holding in Top 10
17
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+13.33%
% of All Funds
0.23%
New
41
Increased
85
Reduced
54
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
UBS Group
26
UBS Group
Switzerland
$13.3M +$106K +1,557 +0.8%
Mercer Global Advisors
27
Mercer Global Advisors
Colorado
$13.2M -$982K -14,454 -7%
Raymond James Financial
28
Raymond James Financial
Florida
$13.1M +$8.55M +125,896 +187%
FIBT
29
First International Bank & Trust
North Dakota
$12.2M -$785K -11,552 -6%
PWM
30
PTM Wealth Management
United States
$11.4M +$11.4M +163,062 New
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$10.7M +$322K +4,739 +3%
Janney Montgomery Scott
32
Janney Montgomery Scott
Pennsylvania
$10.3M +$10.3M +151,512 New
Northwestern Mutual Wealth Management
33
Northwestern Mutual Wealth Management
Wisconsin
$10.1M +$5.78M +85,001 +134%
SWP
34
Stratos Wealth Partners
Ohio
$10.1M +$298K +4,381 +3%
Fidelity Investments
35
Fidelity Investments
Massachusetts
$9.78M -$243M -3,575,585 -96%
IWC
36
Integrated Wealth Concepts
Massachusetts
$9.51M -$866K -12,738 -8%
DP
37
Denver PWM
Colorado
$8.93M +$403K +5,932 +5%
MML Investors Services
38
MML Investors Services
Massachusetts
$8.86M +$1.77M +26,118 +25%
Commonwealth Equity Services
39
Commonwealth Equity Services
Massachusetts
$8.84M +$2.35M +34,642 +36%
WWA
40
WCG Wealth Advisors
Nevada
$8.42M +$228K +3,359 +3%
JPMorgan Chase & Co
41
JPMorgan Chase & Co
New York
$8.37M -$3.4M -49,984 -29%
Osaic Holdings
42
Osaic Holdings
Arizona
$7.19M -$987K -14,560 -12%
ACM
43
Anfield Capital Management
California
$6.61M +$54.8K +807 +0.8%
CCA
44
Cora Capital Advisors
New Jersey
$5.81M -$83.9K -1,234 -1%
JAG
45
Journey Advisory Group
Kentucky
$5.78M -$1.44M -21,181 -20%
DI
46
DDFG Inc
California
$5.71M +$147K +2,160 +3%
GM
47
GeoWealth Management
Illinois
$5.68M +$536K +7,892 +10%
CAM
48
Cozad Asset Management
Illinois
$5.49M +$1.31M +19,321 +31%
AA
49
Addison Advisors
Vermont
$5.17M -$119K -1,758 -2%
FWM
50
FMA Wealth Management
Massachusetts
$5.16M +$51K +750 +1%