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iShares US Small Cap Equity Factor ETF

212 hedge funds and large institutions have $1.47B invested in iShares US Small Cap Equity Factor ETF in 2025 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 85 increasing their positions, 54 reducing their positions, and 15 closing their positions.

Holders
212
Holders Change
+20
Holders Change %
+10.42%
% of All Funds
2.85%
Holding in Top 10
17
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+13.33%
% of All Funds
0.23%
New
40
Increased
85
Reduced
54
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Wealth Enhancement Advisory Services
76
Wealth Enhancement Advisory Services
Minnesota
$1.86M 26,576 -655 -2%
PCA
77
Pallas Capital Advisors
Massachusetts
$1.75M 25,756 +25,756 New
PS
78
Principal Securities
Iowa
$1.73M 25,508 +25,288 +11,495%
PJSIMP
79
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.72M 25,258 +1,848 +8%
BWM
80
BKM Wealth Management
Wisconsin
$1.68M 24,695 -3,676 -13%
FPW
81
Flagship Private Wealth
Massachusetts
$1.64M 24,114 +8,559 +55%
US Bancorp
82
US Bancorp
Minnesota
$1.58M 23,297 -1,187 -5%
WBG
83
Wharton Business Group
Pennsylvania
$1.5M 22,125
Carson Wealth (CWM LLC)
84
Carson Wealth (CWM LLC)
Nebraska
$1.5M 22,093 -597 -3%
WPC
85
Wedmont Private Capital
Pennsylvania
$1.48M 21,170
CWP
86
Cyndeo Wealth Partners
Florida
$1.46M 21,438 +901 +4%
DWS
87
Dynamic Wealth Strategies
California
$1.39M 20,402 +1,726 +9%
WCA
88
Westover Capital Advisors
Delaware
$1.37M 20,206 -145 -0.7%
LAS
89
LWM Advisory Services
Florida
$1.35M 19,836 +1,953 +11%
EAM
90
Empirical Asset Management
Massachusetts
$1.28M 18,885 +198 +1%
JWCA
91
J.W. Cole Advisors
Florida
$1.27M 18,647 -3,111 -14%
HWP
92
Hibernia Wealth Partners
Louisiana
$1.21M 17,773 +8,895 +100%
EF
93
Empowered Funds
Pennsylvania
$1.19M 17,461 +17,461 New
Truist Financial
94
Truist Financial
North Carolina
$1.18M 17,338 +2,974 +21%
Brown Advisory
95
Brown Advisory
Maryland
$1.14M 16,792
NA
96
NewEdge Advisors
Louisiana
$1.04M 15,280 -1,439 -9%
HighTower Advisors
97
HighTower Advisors
Illinois
$1.03M 15,215 +11,636 +325%
TWA
98
Talisman Wealth Advisors
New Jersey
$922K 13,570 +2,687 +25%
KWM
99
Kingsview Wealth Management
Oregon
$895K 13,175 -1,558 -11%
PL
100
Plancorp LLC
Missouri
$891K 13,113 -2,534 -16%