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iShares US Small Cap Equity Factor ETF

268 hedge funds and large institutions have $2.73B invested in iShares US Small Cap Equity Factor ETF in 2026 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 120 increasing their positions, 75 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
268
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
21
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$317K
Puts
$174K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IWC
51
Integrated Wealth Concepts
Massachusetts
$10.3M
WETS
52
Wealth Enhancement Trust Services
South Dakota
$10.2M
TWM
53
TRB Wealth Management
Texas
$9.54M
JP Morgan Chase
54
JP Morgan Chase
New York
$9.41M
DP
55
Denver PWM
Colorado
$8.71M
CAM
56
Cozad Asset Management
Illinois
$8.68M
WC
57
Weil Company
California
$8.31M
Truist Financial
58
Truist Financial
North Carolina
$7.95M
FCA
59
FLC Capital Advisors
California
$7.78M
WWA
60
Wingate Wealth Advisors
Massachusetts
$7.66M
PJSIMP
61
P.J. Schmidt Investment Management (PJS)
Wisconsin
$6.98M
PAS
62
Park Avenue Securities
New York
$6.77M
CCA
63
Cora Capital Advisors
New Jersey
$6.73M
DI
64
DDFG Inc
California
$6.52M
WAP
65
Wealthcare Advisory Partners
Pennsylvania
$6.44M
DADC
66
D.A. Davidson & Co
Montana
$6.38M
KAS
67
Kestra Advisory Services
Texas
$6M
GM
68
GeoWealth Management
Illinois
$5.78M
UCFA
69
United Capital Financial Advisors
Texas
$5.78M
Cerity Partners
70
Cerity Partners
New York
$5.77M
FWM
71
FMA Wealth Management
Massachusetts
$5.73M
AWS
72
Aspen Wealth Strategies
Colorado
$5.63M
Envestnet Asset Management
73
Envestnet Asset Management
Illinois
$5.43M
AA
74
Addison Advisors
Vermont
$5.41M
GAM
75
GEM Asset Management
Michigan
$5.31M