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iShares US Small Cap Equity Factor ETF

234 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 33 funds opening new positions, 105 increasing their positions, 52 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
234
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
19
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ACM
51
Anfield Capital Management
California
$7.41M
PGFC
52
Peapack-Gladstone Financial Corp
New Jersey
$6.66M
CCA
53
Cora Capital Advisors
New Jersey
$6.42M
DI
54
DDFG Inc
California
$6.31M
CAM
55
Cozad Asset Management
Illinois
$6.31M
JAG
56
Journey Advisory Group
Kentucky
$6.3M
DADC
57
D.A. Davidson & Co
Montana
$6.02M
GM
58
GeoWealth Management
Illinois
$5.75M
FWM
59
FMA Wealth Management
Massachusetts
$5.65M
AA
60
Addison Advisors
Vermont
$5.62M
Cerity Partners
61
Cerity Partners
New York
$5.54M
SPIA
62
Steward Partners Investment Advisory
New York
$5.3M
UCFA
63
United Capital Financial Advisors
Texas
$5.26M
GAM
64
GEM Asset Management
Michigan
$5.15M
AWS
65
Aspen Wealth Strategies
Colorado
$5.12M
Morgan Stanley
66
Morgan Stanley
New York
$4.75M
BWCS
67
Beirne Wealth Consulting Services
Connecticut
$4.71M
RWA
68
Redhawk Wealth Advisors
Minnesota
$4.65M
VCWM
69
Vista Cima Wealth Management
Arizona
$4.58M
Envestnet Asset Management
70
Envestnet Asset Management
Illinois
$4.5M
EH
71
Equitable Holdings
New York
$4.3M
WC
72
Weil Company
California
$4.3M
SPI
73
Santori & Peters Inc
Pennsylvania
$4.14M
KAS
74
Kestra Advisory Services
Texas
$4.12M
AF
75
Apollon Financial
South Carolina
$3.95M