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iShares US Small Cap Equity Factor ETF

64 hedge funds and large institutions have $477M invested in iShares US Small Cap Equity Factor ETF in 2020 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 20 increasing their positions, 23 reducing their positions, and 14 closing their positions.

Holders
64
Holders Change
-4
Holders Change %
-5.88%
% of All Funds
1.41%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
12
Increased
20
Reduced
23
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
SFC
51
SYM Financial Corp
Indiana
$114K 3,836 -70 -2%
GWM
52
Geneos Wealth Management
Colorado
$71K 2,460 -120 -5%
IWP
53
IAG Wealth Partners
Wisconsin
$69K 2,300 +2,300 New
LWCFA
54
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$68K 2,290 +2,290 New
William Blair & Company
55
William Blair & Company
Illinois
$37K 1,255 -265 -17%
PK
56
Pflug Koory
Nebraska
$37K 1,229
AA
57
AlphaMark Advisors
Kentucky
$37K 1,248 +1,248 New
AIC
58
Ameritas Investment Company
Nebraska
$31K 1,028 +1,028 New
AF
59
Advisornet Financial
Minnesota
$18K 592
AssetMark Inc
60
AssetMark Inc
California
$10K 347
MWM
61
MBE Wealth Management
Wisconsin
$7K 246 +246 New
PWMG
62
Prestige Wealth Management Group
New Jersey
$1K 20 -16,490 -100%
CAC
63
Certified Advisory Corp
Florida
$1K 20
GSWM
64
Golden State Wealth Management
California
$1K 46 +46 New
WP
65
WealthShield Partners
North Carolina
$1K 50 +50 New
Jane Street
66
Jane Street
New York
-67,049 Closed
SMG
67
Smart Money Group
Texas
-29,553 Closed
Janney Montgomery Scott
68
Janney Montgomery Scott
Pennsylvania
-20,221 Closed
Citadel Advisors
69
Citadel Advisors
Florida
-18,585 Closed
GM
70
GeoWealth Management
Illinois
-18,293 Closed
CWM
71
Cornerstone Wealth Management
Missouri
-17,314 Closed
TWA
72
Tillar-Wenstrup Advisors
Ohio
-14,862 Closed
CBFP
73
Cedar Brook Financial Partners
Ohio
-5,549 Closed
LWAC
74
Laurel Wealth Advisors (California)
California
-5,275 Closed
CTA
75
Colonial Trust Advisors
South Carolina
-4,707 Closed