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iShares US Small Cap Equity Factor ETF

100 hedge funds and large institutions have $1.1B invested in iShares US Small Cap Equity Factor ETF in 2023 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 38 increasing their positions, 37 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.28% more ownership

Funds ownership: 111.6%112.87% (+1.3%)

3% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 37

1% more capital invested

Capital invested by funds: $1.09B → $1.1B (+$12.8M)

0% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 10

4% less funds holding

Funds holding: 104100 (-4)

43% less funds holding in top 10

Funds holding in top 10: 74 (-3)

Holders
100
Holders Change
-4
Holders Change %
-3.85%
% of All Funds
1.59%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.06%
New
10
Increased
38
Reduced
37
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
76
HighTower Advisors
Illinois
$203K +$207K +3,942 New
APC
77
Aspire Private Capital
North Carolina
$171K -$110K -2,094 -39%
Citigroup
78
Citigroup
New York
$152K +$155K +2,963 +296,300%
Fidelity Investments
79
Fidelity Investments
Massachusetts
$144K +$74.3K +1,416 +101%
CT
80
Colonial Trust
South Carolina
$129K
AWM
81
Aspire Wealth Management
Massachusetts
$89.8K -$85.2K -1,623 -48%
AAS
82
Ameritas Advisory Services
Nebraska
$68.5K +$70.2K +1,337 New
PFBT
83
Parkside Financial Bank & Trust
Missouri
$60.2K +$61.7K +1,175 New
GT
84
Glenmede Trust
Pennsylvania
$46.2K -$262 -5 -0.6%
VWM
85
Venturi Wealth Management
Texas
$37.4K +$38.3K +729 New
BWL
86
Bogart Wealth LLC
Virginia
$25.7K +$15.7K +300 +149%
FFA
87
Founders Financial Alliance
North Carolina
$24.8K +$105 +2 +0.4%
AP
88
Arlington Partners
Alabama
$19.4K
MIM
89
Macroview Investment Management
Maryland
$10.6K +$52 +1 +0.5%
WWM
90
Wolff Wiese Magana
California
$9.23K
PA
91
Parallel Advisors
California
$9.18K
BAM
92
Baldrige Asset Management
Pennsylvania
$9K +$9.03K +172 New
PNC Financial Services Group
93
PNC Financial Services Group
Pennsylvania
$8.87K +$9.08K +173 New
PO
94
Private Ocean
California
$6.1K
BAM
95
Belpointe Asset Management
Nevada
$5.35K
BC
96
Barrett & Company
Rhode Island
$3.69K
Commonwealth Equity Services
97
Commonwealth Equity Services
Massachusetts
$3.25K -$20.6K -392 -0.6%
SS
98
Sunbelt Securities
Texas
$2.81K +$2.94K +56 New
TCWA
99
Ten Capital Wealth Advisors
Washington
$1.59K
NIC
100
Northwest Investment Counselors
Oregon
$461