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iShares US Small Cap Equity Factor ETF

68 hedge funds and large institutions have $509M invested in iShares US Small Cap Equity Factor ETF in 2019 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 26 increasing their positions, 13 reducing their positions, and 8 closing their positions.

Holders
68
Holders Change
+5
Holders Change %
+7.94%
% of All Funds
1.34%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
15
Increased
26
Reduced
13
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CBFP
51
Cedar Brook Financial Partners
Ohio
$238K 5,549 +16 +0.3%
LWAC
52
Laurel Wealth Advisors (California)
California
$226K 5,275 +5,275 New
OIA
53
OneDigital Investment Advisors
Kansas
$220K 5,136
CTA
54
Colonial Trust Advisors
South Carolina
$202K 4,707 +4,707 New
AA
55
Ancora Advisors
Ohio
$201K 4,674 +4,674 New
NFG
56
Next Financial Group
Texas
$180K 4,200
SFC
57
SYM Financial Corp
Indiana
$168K 3,906
CAL
58
Capital Advisors Ltd
Ohio
$140K 3,272 +3,272 New
GWM
59
Geneos Wealth Management
Colorado
$110K 2,580
Rockefeller Capital Management
60
Rockefeller Capital Management
New York
$97K 2,253 +2,253 New
William Blair & Company
61
William Blair & Company
Illinois
$65K 1,520
PK
62
Pflug Koory
Nebraska
$53K 1,229
US Bancorp
63
US Bancorp
Minnesota
$42K 978 -232 -19%
SIAS
64
Shine Investment Advisory Services
Colorado
$28K 657 +657 New
AF
65
Advisornet Financial
Minnesota
$25K 592 +592 New
LTFS
66
Ladenburg Thalmann Financial Services
Florida
$17K 390
AssetMark Inc
67
AssetMark Inc
California
$15K 347 -6 -2%
SFSG
68
Stearns Financial Services Group
North Carolina
$15K 350 +350 New
CAC
69
Certified Advisory Corp
Florida
$1K 20
RJA
70
Raymond James & Associates
Florida
-56,728 Closed
Susquehanna International Group
71
Susquehanna International Group
Pennsylvania
-6,581 Closed
FAAS
72
First Allied Advisory Services
California
-2,676 Closed
GWAG
73
Garrett Wealth Advisory Group
Texas
-952 Closed
PCG
74
Private Capital Group
Connecticut
-609 Closed
Deutsche Bank
75
Deutsche Bank
Germany
-505 Closed