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iShares US Small Cap Equity Factor ETF

102 hedge funds and large institutions have $846M invested in iShares US Small Cap Equity Factor ETF in 2023 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 34 increasing their positions, 38 reducing their positions, and 10 closing their positions.

Holders
102
Holders Change
+2
Holders Change %
+2%
% of All Funds
1.61%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
13
Increased
34
Reduced
38
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Susquehanna International Group
51
Susquehanna International Group
Pennsylvania
$734K 13,692 -3,995 -23%
CAL
52
Capital Advisors Ltd
Ohio
$662K 12,353 -108 -0.9%
CG
53
Colony Group
Massachusetts
$662K 12,345
CJFS
54
Coulter & Justus Financial Services
Tennessee
$651K 12,141 +38 +0.3%
WANY
55
Wealthspire Advisors (New York)
New York
$638K 11,896 -1,300 -10%
PAG
56
Private Advisor Group
New Jersey
$633K 11,560 -2,060 -15%
MML Investors Services
57
MML Investors Services
Massachusetts
$606K 11,300 -489 -4%
AWP
58
Ascent Wealth Partners
New York
$571K 10,655
Rockefeller Capital Management
59
Rockefeller Capital Management
New York
$569K 10,606 +6 +0.1%
WT
60
Washington Trust
Rhode Island
$536K 9,999
OIA
61
OneDigital Investment Advisors
Kansas
$535K 9,981 -63 -0.6%
JWCA
62
J.W. Cole Advisors
Florida
$495K 9,230 +1,979 +27%
EA
63
Ergawealth Advisors
Illinois
$469K 8,740 +22 +0.3%
AF
64
Allworth Financial
California
$453K 8,454 -156 -2%
Morgan Stanley
65
Morgan Stanley
New York
$439K 8,188 -195 -2%
DWP
66
Destiny Wealth Partners
Florida
$348K 6,262 -1,948 -24%
FFA
67
First Foundation Advisors
California
$323K 6,021 +6,021 New
William Blair & Company
68
William Blair & Company
Illinois
$311K 5,804 +5,804 New
PL
69
Plancorp LLC
Missouri
$309K 5,755 +20 +0.3%
FCFC
70
First Citizens Financial Corp
Iowa
$306K 5,698 +5,698 New
TP
71
Tranquility Partners
Tennessee
$302K 5,634
FFA
72
Farther Finance Advisors
California
$293K 5,473 +255 +5%
Northern Trust
73
Northern Trust
Illinois
$269K 5,024
NA
74
NewEdge Advisors
Louisiana
$246K 4,593 +4,593 New
SFC
75
SYM Financial Corp
Indiana
$236K 4,410