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iShares US Small Cap Equity Factor ETF

237 hedge funds and large institutions have $1.98B invested in iShares US Small Cap Equity Factor ETF in 2025 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 105 increasing their positions, 53 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 8

98% more repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 53

34% more capital invested

Capital invested by funds: $1.48B → $1.98B (+$498M)

12% more funds holding in top 10

Funds holding in top 10: 1719 (+2)

10% more funds holding

Funds holding: 215237 (+22)

2.69% more ownership

Funds ownership: 81.68%84.38% (+2.7%)

Holders
237
Holders Change
+22
Holders Change %
+10.23%
% of All Funds
3.11%
Holding in Top 10
19
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.76%
% of All Funds
0.25%
New
32
Increased
105
Reduced
53
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RWM
26
Reston Wealth Management
Virginia
$19.3M -$62.5K -874 -0.3%
Osaic Holdings
27
Osaic Holdings
Arizona
$18.2M +$6.11M +85,377 +53%
IA
28
Integrity Alliance
Iowa
$18M +$2.26M +31,572 +15%
FIA
29
Foundations Investment Advisors
Arizona
$18M -$556K -7,774 -3%
Northwestern Mutual Wealth Management
30
Northwestern Mutual Wealth Management
Wisconsin
$15.7M +$4.5M +62,898 +42%
UBS Group
31
UBS Group
Switzerland
$15.6M +$1.02M +14,262 +7%
Wellington Management Group
32
Wellington Management Group
Massachusetts
$15.4M +$14.8M +207,056 New
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$15.3M +$5.44M +76,107 +59%
FOR
34
Family Office Research
Maryland
$14.9M -$61.7K -862 -0.4%
ETC
35
Exchange Traded Concepts
Oklahoma
$14.6M -$131K -1,826 -0.9%
FIBT
36
First International Bank & Trust
North Dakota
$13.3M -$125K -1,754 -1%
Mercer Global Advisors
37
Mercer Global Advisors
Colorado
$13.2M -$1.17M -16,382 -8%
PWM
38
PTM Wealth Management
United States
$12.9M +$626K +8,746 +5%
BPA
39
Beacon Pointe Advisors
California
$11.5M +$11.1M +155,216 New
GWM
40
Geneos Wealth Management
Colorado
$11.5M +$11M +154,413 +308,826%
Janney Montgomery Scott
41
Janney Montgomery Scott
Pennsylvania
$11.1M -$203K -2,842 -2%
SWP
42
Stratos Wealth Partners
Ohio
$10.7M -$329K -4,601 -3%
Fidelity Investments
43
Fidelity Investments
Massachusetts
$10.3M -$339K -4,739 -3%
MML Investors Services
44
MML Investors Services
Massachusetts
$10.3M +$611K +8,541 +7%
IWC
45
Integrated Wealth Concepts
Massachusetts
$10.3M -$88.6K -1,239 -0.9%
WWA
46
WCG Wealth Advisors
Nevada
$10.3M +$1.03M +14,376 +12%
JP Morgan Chase
47
JP Morgan Chase
New York
$9.45M +$278K +3,880 +3%
DP
48
Denver PWM
Colorado
$8.93M +$3.72K +52 +0%
Truist Financial
49
Truist Financial
North Carolina
$7.72M +$6.18M +86,446 +499%
YIA
50
YHB Investment Advisors
Connecticut
$7.58M +$7.29M +101,916 New