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iShares US Small Cap Equity Factor ETF

71 hedge funds and large institutions have $969M invested in iShares US Small Cap Equity Factor ETF in 2021 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 31 increasing their positions, 19 reducing their positions, and 8 closing their positions.

Holders
71
Holders Change
+5
Holders Change %
+7.58%
% of All Funds
1.25%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
14
Increased
31
Reduced
19
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
PL
51
Plancorp LLC
Missouri
$280K 5,330 -529 -9%
CAL
52
Capital Advisors Ltd
Ohio
$263K 5,019 +1 +0%
FCFC
53
First Citizens Financial Corp
Iowa
$253K 4,820 +4,820 New
LWAC
54
Laurel Wealth Advisors (California)
California
$233K 4,451 +4,451 New
Morgan Stanley
55
Morgan Stanley
New York
$228K 4,341 -906 -17%
SFC
56
SYM Financial Corp
Indiana
$218K 4,163 -586 -12%
Royal Bank of Canada
57
Royal Bank of Canada
Ontario, Canada
$216K 4,142 -14,447 -78%
LNC
58
Lincoln National Corp
Pennsylvania
$209K 3,986 +3,986 New
MWM
59
Merriman Wealth Management
Washington
$205K 3,899 +3,899 New
TI
60
tru Independence
Oregon
$201K 3,739 +2,492 +200%
FPW
61
Flagship Private Wealth
Massachusetts
$169K 3,138 -1 -0%
CIAS
62
CBIZ Investment Advisory Services
Ohio
APC
63
Aspire Private Capital
North Carolina
$55K 1,046 +1,046 New
TRCT
64
Tower Research Capital (TRC)
New York
$45K 849 -643 -43%
WT
65
Washington Trust
Rhode Island
$35K 668 -1,149 -63%
NIC
66
Northwest Investment Counselors
Oregon
$30K 581 +581 New
HS
67
Horan Securities
United States
$15K 293
TCWM
68
Total Clarity Wealth Management
Illinois
$12K 232 +232 New
MIM
69
Macroview Investment Management
Maryland
$11K 202 +1 +0.5%
Fidelity Investments
70
Fidelity Investments
Massachusetts
$11K 213 +40 +23%
PO
71
Private Ocean
California
$6K 119
WP
72
WealthShield Partners
North Carolina
$6K 112 +112 New
Citigroup
73
Citigroup
New York
$1K 14 +14 New
Jane Street
74
Jane Street
New York
-25,797 Closed
RJFSA
75
Raymond James Financial Services Advisors
Florida
-18,744 Closed