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iShares US Small Cap Equity Factor ETF

100 hedge funds and large institutions have $1.1B invested in iShares US Small Cap Equity Factor ETF in 2023 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 38 increasing their positions, 37 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.28% more ownership

Funds ownership: 111.6%112.87% (+1.3%)

3% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 37

1% more capital invested

Capital invested by funds: $1.09B → $1.1B (+$12.8M)

0% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 10

4% less funds holding

Funds holding: 104100 (-4)

43% less funds holding in top 10

Funds holding in top 10: 74 (-3)

Holders
100
Holders Change
-4
Holders Change %
-3.85%
% of All Funds
1.59%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.06%
New
10
Increased
38
Reduced
37
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PAG
51
Private Advisor Group
New Jersey
$698K +$326K +6,204 +84%
WANY
52
Wealthspire Advisors (New York)
New York
$676K -$18.2K -346 -3%
CAL
53
Capital Advisors Ltd
Ohio
$639K +$14.7K +281 +2%
CG
54
Colony Group
Massachusetts
$633K
CJFS
55
Coulter & Justus Financial Services
Tennessee
$620K +$84K +1,601 +15%
MML Investors Services
56
MML Investors Services
Massachusetts
$604K -$210K -4,010 -25%
AWP
57
Ascent Wealth Partners
New York
$546K
Rockefeller Capital Management
58
Rockefeller Capital Management
New York
$543K +$6.45K +123 +1%
OIA
59
OneDigital Investment Advisors
Kansas
$515K -$13.9K -265 -3%
WT
60
Washington Trust
Rhode Island
$513K
EA
61
Ergawealth Advisors
Illinois
$447K -$23.6K -449 -5%
AF
62
Allworth Financial
California
$441K -$630 -12 -0.1%
Morgan Stanley
63
Morgan Stanley
New York
$430K +$27.7K +527 +7%
DWP
64
Destiny Wealth Partners
Florida
$421K +$27.1K +516 +7%
JWCA
65
J.W. Cole Advisors
Florida
$372K +$155K +2,955 +69%
SC
66
SouthState Corp
Florida
$364K -$15.7K -300 -4%
AG
67
Ascent Group
Virginia
$308K -$25.7K -489 -8%
CTA
68
Colonial Trust Advisors
South Carolina
$301K -$6.19K -118 -2%
PL
69
Plancorp LLC
Missouri
$294K -$5.25K -100 -2%
TP
70
Tranquility Partners
Tennessee
$289K
FFA
71
Farther Finance Advisors
California
$267K -$36.7K -699 -12%
Northern Trust
72
Northern Trust
Illinois
$258K
ASN
73
Advisory Services Network
Georgia
$246K +$230K +4,393 +1,098%
SFC
74
SYM Financial Corp
Indiana
$226K +$2.41K +46 +1%
CAN
75
Cetera Advisor Networks
California
$204K -$188K -3,589 -47%