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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.

Holders
100
Holders Change
-4
Holders Change %
-3.85%
% of All Funds
1.6%
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 Market Value Shares Shares
Change
Shares
Change %
HighTower Advisors
76
HighTower Advisors
Illinois
$203K 3,942 +3,942 New
APC
77
Aspire Private Capital
North Carolina
$171K 3,339 -2,094 -39%
Citigroup
78
Citigroup
New York
$152K 2,964 +2,963 +296,300%
Fidelity Investments
79
Fidelity Investments
Massachusetts
$144K 2,816 +1,416 +101%
CT
80
Colonial Trust
South Carolina
$129K 2,525
AWM
81
Aspire Wealth Management
Massachusetts
$89.8K 1,753 -1,623 -48%
AAS
82
Ameritas Advisory Services
Nebraska
$68.5K 1,337 +1,337 New
PFBT
83
Parkside Financial Bank & Trust
Missouri
$60.2K 1,175 +1,175 New
GT
84
Glenmede Trust
Pennsylvania
$46.2K 902 -5 -0.6%
VWM
85
Venturi Wealth Management
Texas
$37.4K 729 +729 New
BWL
86
Bogart Wealth LLC
Virginia
$25.7K 501 +300 +149%
FFA
87
Founders Financial Alliance
North Carolina
$24.8K 485 +2 +0.4%
AP
88
Arlington Partners
Alabama
$19.4K 378
MIM
89
Macroview Investment Management
Maryland
$10.6K 207 +1 +0.5%
WWM
90
Wolff Wiese Magana
California
$9.23K 180
PA
91
Parallel Advisors
California
$9.18K 179
BAM
92
Baldrige Asset Management
Pennsylvania
$9K 172 +172 New
PNC Financial Services Group
93
PNC Financial Services Group
Pennsylvania
$8.87K 173 +173 New
PO
94
Private Ocean
California
$6.1K 119
BAM
95
Belpointe Asset Management
Nevada
$5.35K 104
BC
96
Barrett & Company
Rhode Island
$3.69K 72
Commonwealth Equity Services
97
Commonwealth Equity Services
Massachusetts
$3.25K 63,386 -392 -0.6%
SS
98
Sunbelt Securities
Texas
$2.81K 56 +56 New
TCWA
99
Ten Capital Wealth Advisors
Washington
$1.59K 31
NIC
100
Northwest Investment Counselors
Oregon
$461 9