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iShares US Small Cap Equity Factor ETF

192 hedge funds and large institutions have $1.44B invested in iShares US Small Cap Equity Factor ETF in 2025 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 75 increasing their positions, 55 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
192
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
15
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GAM
51
GEM Asset Management
Michigan
$4.18M
SPIA
52
Steward Partners Investment Advisory
New York
$4.14M
AWS
53
Aspen Wealth Strategies
Colorado
$4.05M
Northwestern Mutual Wealth Management
54
Northwestern Mutual Wealth Management
Wisconsin
$3.95M
CAM
55
Cozad Asset Management
Illinois
$3.82M
PFM
56
Phillips Financial Management
Indiana
$3.7M
BWCS
57
Beirne Wealth Consulting Services
Connecticut
$3.66M
VCWM
58
Vista Cima Wealth Management
Arizona
$3.57M
WFA
59
Wade Financial Advisory
California
$3.55M
AF
60
Apollon Financial
South Carolina
$3.51M
DADC
61
D.A. Davidson & Co
Montana
$3.4M
MWM
62
Modern Wealth Management
Kansas
$3.38M
EH
63
Equitable Holdings
New York
$3.12M
Morgan Stanley
64
Morgan Stanley
New York
$2.45M
PPWP
65
Premier Path Wealth Partners
New Jersey
$2.26M
PFBT
66
Parkside Financial Bank & Trust
Missouri
$2.25M
TFS
67
Thoroughbred Financial Services
Tennessee
$2.11M
KAS
68
Kestra Advisory Services
Texas
$2.09M
LWA
69
LifeGoal Wealth Advisors
New York
$1.95M
MA
70
Montag & Associates
Georgia
$1.83M
SEIA
71
Signature Estate & Investment Advisors
California
$1.82M
BWM
72
BKM Wealth Management
Wisconsin
$1.76M
Wealth Enhancement Advisory Services
73
Wealth Enhancement Advisory Services
Minnesota
$1.69M
LWMI
74
Landmark Wealth Management (Illinois)
Illinois
$1.63M
PWM
75
Perigon Wealth Management
California
$1.56M