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iShares US Small Cap Equity Factor ETF

213 hedge funds and large institutions have $1.48B invested in iShares US Small Cap Equity Factor ETF in 2025 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 85 increasing their positions, 54 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
213
Holders Change
+21
Holders Change %
+10.94%
% of All Funds
2.86%
Holding in Top 10
17
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+13.33%
% of All Funds
0.23%
New
41
Increased
85
Reduced
54
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Cerity Partners
51
Cerity Partners
New York
$5.03M -$98.8K -1,454 -2%
UCFA
52
United Capital Financial Advisors
Texas
$4.82M -$942K -13,864 -16%
SPIA
53
Steward Partners Investment Advisory
New York
$4.82M +$293K +4,314 +6%
GAM
54
GEM Asset Management
Michigan
$4.76M +$137K +1,977 +3%
AWS
55
Aspen Wealth Strategies
Colorado
$4.54M +$114K +1,671 +3%
PGFC
56
Peapack-Gladstone Financial Corp
New Jersey
$4.51M +$3.76M +55,409 +506%
MWM
57
Modern Wealth Management
Kansas
$4.4M +$701K +10,309 +19%
BWCS
58
Beirne Wealth Consulting Services
Connecticut
$4.22M +$221K +3,254 +6%
VCWM
59
Vista Cima Wealth Management
Arizona
$4.03M +$126K +1,858 +3%
EH
60
Equitable Holdings
New York
$3.7M +$288K +4,233 +8%
DADC
61
D.A. Davidson & Co
Montana
$3.62M -$93.2K -1,371 -3%
AF
62
Apollon Financial
South Carolina
$3.61M -$223K -3,289 -6%
WC
63
Weil Company
California
$3.29M +$1.83M +26,907 +125%
NG
64
Novem Group
New York
$3.08M +$3.08M +45,366 New
PFM
65
Phillips Financial Management
Indiana
$2.87M -$1.17M -17,220 -29%
KAS
66
Kestra Advisory Services
Texas
$2.81M +$530K +7,806 +23%
PPWP
67
Premier Path Wealth Partners
New Jersey
$2.52M +$48.2K +710 +2%
Susquehanna International Group
68
Susquehanna International Group
Pennsylvania
$2.47M +$2.47M +36,346 New
PFBT
69
Parkside Financial Bank & Trust
Missouri
$2.46M +$7K +103 +0.3%
TFS
70
Thoroughbred Financial Services
Tennessee
$2.4M +$89.5K +1,317 +4%
HAP
71
Harbor Asset Planning
Massachusetts
$2.28M +$2.28M +33,484 New
Morgan Stanley
72
Morgan Stanley
New York
$2.2M -$480K -7,069 -18%
LWA
73
LifeGoal Wealth Advisors
New York
$2.17M +$32.8K +482 +2%
MA
74
Montag & Associates
Georgia
$2M
Jane Street
75
Jane Street
New York
$1.99M -$7.15M -105,218 -78%