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iShares US Small Cap Equity Factor ETF

156 hedge funds and large institutions have $1.07B invested in iShares US Small Cap Equity Factor ETF in 2024 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 76 increasing their positions, 33 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

157% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 7

130% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 33

24% more capital invested

Capital invested by funds: $867M → $1.07B (+$206M)

18% more funds holding in top 10

Funds holding in top 10: 1113 (+2)

6% more funds holding

Funds holding: 147156 (+9)

0.4% more ownership

Funds ownership: 81.39%81.79% (+0.4%)

Holders
156
Holders Change
+9
Holders Change %
+6.12%
% of All Funds
2.24%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.19%
New
18
Increased
76
Reduced
33
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DWS
51
Dynamic Wealth Strategies
California
$2.5M -$19.2K -302 -0.8%
PFBT
52
Parkside Financial Bank & Trust
Missouri
$2.38M +$7.63K +120 +0.3%
PPWP
53
Premier Path Wealth Partners
New Jersey
$2.33M +$100K +1,580 +5%
RJFSA
54
Raymond James Financial Services Advisors
Florida
$2.3M +$60K +943 +3%
SEIA
55
Signature Estate & Investment Advisors
California
$2.25M -$323K -5,079 -13%
Northwestern Mutual Wealth Management
56
Northwestern Mutual Wealth Management
Wisconsin
$2.08M -$25.6K -403 -1%
BWM
57
BKM Wealth Management
Wisconsin
$1.77M +$49.2K +774 +3%
Susquehanna International Group
58
Susquehanna International Group
Pennsylvania
$1.66M +$573K +9,013 +56%
US Bancorp
59
US Bancorp
Minnesota
$1.66M -$6.61K -104 -0.4%
Osaic Holdings
60
Osaic Holdings
Arizona
$1.66M +$355K +5,581 +29%
Carson Wealth (CWM LLC)
61
Carson Wealth (CWM LLC)
Nebraska
$1.56M -$326K -5,127 -18%
WBG
62
Wharton Business Group
Pennsylvania
$1.47M -$504K -7,924 -26%
LAS
63
LWM Advisory Services
Florida
$1.38M +$654K +10,293 +98%
EAM
64
Empirical Asset Management
Massachusetts
$1.31M +$785K +12,349 +166%
Jane Street
65
Jane Street
New York
$1.31M +$722K +11,351 +135%
JP Morgan Chase
66
JP Morgan Chase
New York
$1.29M -$124K -1,955 -9%
BCM
67
Brookstone Capital Management
Illinois
$1.25M +$1.2M +18,850 New
BBHC
68
Brown Brothers Harriman & Co
New York
$1.23M
PJSIMP
69
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.19M +$182K +2,858 +19%
FM
70
Foster & Motley
Ohio
$1.15M -$67K -1,053 -6%
Brown Advisory
71
Brown Advisory
Maryland
$1.14M
HWP
72
Hibernia Wealth Partners
Louisiana
$1.13M +$1.27K +20 +0.1%
CWP
73
Cyndeo Wealth Partners
Florida
$1.12M +$60.3K +948 +6%
NA
74
NewEdge Advisors
Louisiana
$1.05M +$380K +5,978 +61%
KWM
75
Kingsview Wealth Management
Oregon
$1.03M -$37.1K -584 -4%