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iShares US Small Cap Equity Factor ETF

237 hedge funds and large institutions have $1.98B invested in iShares US Small Cap Equity Factor ETF in 2025 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 105 increasing their positions, 53 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 8

98% more repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 53

34% more capital invested

Capital invested by funds: $1.48B → $1.98B (+$498M)

12% more funds holding in top 10

Funds holding in top 10: 1719 (+2)

10% more funds holding

Funds holding: 215237 (+22)

2.69% more ownership

Funds ownership: 81.68%84.38% (+2.7%)

Holders
237
Holders Change
+22
Holders Change %
+10.23%
% of All Funds
3.11%
Holding in Top 10
19
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.76%
% of All Funds
0.25%
New
32
Increased
105
Reduced
53
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ACM
51
Anfield Capital Management
California
$7.41M +$170K +2,379 +2%
PGFC
52
Peapack-Gladstone Financial Corp
New Jersey
$6.66M +$1.66M +23,257 +35%
CCA
53
Cora Capital Advisors
New Jersey
$6.42M +$54.9K +767 +0.9%
DI
54
DDFG Inc
California
$6.31M +$60.7K +848 +1%
CAM
55
Cozad Asset Management
Illinois
$6.31M +$291K +4,070 +5%
JAG
56
Journey Advisory Group
Kentucky
$6.3M -$28.8K -403 -0.5%
DADC
57
D.A. Davidson & Co
Montana
$6.02M +$1.99M +27,748 +52%
GM
58
GeoWealth Management
Illinois
$5.75M -$445K -6,217 -7%
FWM
59
FMA Wealth Management
Massachusetts
$5.65M +$4.58K +64 +0.1%
AA
60
Addison Advisors
Vermont
$5.62M -$35.2K -492 -0.6%
Cerity Partners
61
Cerity Partners
New York
$5.54M +$30.9K +432 +0.6%
SPIA
62
Steward Partners Investment Advisory
New York
$5.3M +$31.9K +446 +0.6%
UCFA
63
United Capital Financial Advisors
Texas
$5.26M -$10.2K -143 -0.2%
GAM
64
GEM Asset Management
Michigan
$5.15M +$29.5K +413 +0.6%
AWS
65
Aspen Wealth Strategies
Colorado
$5.12M +$144K +2,010 +3%
Morgan Stanley
66
Morgan Stanley
New York
$4.75M +$2.25M +31,460 +97%
BWCS
67
Beirne Wealth Consulting Services
Connecticut
$4.71M +$84.3K +1,178 +2%
RWA
68
Redhawk Wealth Advisors
Minnesota
$4.65M +$4.47M +62,532 New
VCWM
69
Vista Cima Wealth Management
Arizona
$4.58M +$164K +2,292 +4%
Envestnet Asset Management
70
Envestnet Asset Management
Illinois
$4.5M -$6.92M -96,682 -62%
EH
71
Equitable Holdings
New York
$4.3M +$244K +3,417 +6%
WC
72
Weil Company
California
$4.3M +$673K +9,402 +19%
SPI
73
Santori & Peters Inc
Pennsylvania
$4.14M +$3.98M +55,677 New
KAS
74
Kestra Advisory Services
Texas
$4.12M +$1M +13,984 +34%
AF
75
Apollon Financial
South Carolina
$3.95M