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iShares US Small Cap Equity Factor ETF

123 hedge funds and large institutions have $710M invested in iShares US Small Cap Equity Factor ETF in 2023 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 41 increasing their positions, 41 reducing their positions, and 13 closing their positions.

Holders
123
Holders Change
+8
Holders Change %
+6.96%
% of All Funds
1.8%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.12%
New
22
Increased
41
Reduced
41
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
SEIA
51
Signature Estate & Investment Advisors
California
$1.23M 20,889 +601 +3%
FM
52
Foster & Motley
Ohio
$1.21M 20,518 -327 -2%
Osaic Holdings
53
Osaic Holdings
Arizona
$1.21M 20,490 +416 +2%
WCA
54
Westover Capital Advisors
Delaware
$1.19M 20,184 +20,184 New
SC
55
Sepio Capital
Utah
$1.13M 19,194 -3,182 -14%
CBFP
56
Cedar Brook Financial Partners
Ohio
$1.12M 19,522 +395 +2%
WFAG
57
Wescott Financial Advisory Group
Pennsylvania
$1.07M 18,200 -2,129 -10%
FA
58
FDx Advisors
Illinois
$1.05M 17,786 +17,786 New
Brown Advisory
59
Brown Advisory
Maryland
$1.01M 17,176
Morgan Stanley
60
Morgan Stanley
New York
$998K 16,968 +9,203 +119%
TC
61
Trilogy Capital
California
$886K 15,066 +15,066 New
Focus Partners Wealth
62
Focus Partners Wealth
Massachusetts
$726K 12,345 +12,345 New
PAG
63
Private Advisor Group
New Jersey
$684K 11,622 -229 -2%
Wealth Enhancement Advisory Services
64
Wealth Enhancement Advisory Services
Minnesota
$645K 10,968 +5,046 +85%
JWCA
65
J.W. Cole Advisors
Florida
$639K 10,868 +784 +8%
AWP
66
Ascent Wealth Partners
New York
$627K 10,655
WANY
67
Wealthspire Advisors (New York)
New York
$623K 10,600 -858 -7%
CA
68
Cetera Advisors
Colorado
$602K 10,231 +5,672 +124%
WT
69
Washington Trust
Rhode Island
$588K 9,999
CL
70
Choreo LLC
Illinois
$544K 9,256 -3,656 -28%
EA
71
Ergawealth Advisors
Illinois
$532K 9,038 -190 -2%
AWM
72
Apollon Wealth Management
South Carolina
$524K 8,913 +1,864 +26%
CAL
73
Capital Advisors Ltd
Ohio
$509K 8,647 -1,854 -18%
HWP
74
Hibernia Wealth Partners
Louisiana
$506K 8,600 -373 -4%
EWM
75
Executive Wealth Management
Michigan
$365K 6,203 +85 +1%