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iShares US Small Cap Equity Factor ETF

102 hedge funds and large institutions have $846M invested in iShares US Small Cap Equity Factor ETF in 2023 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 34 increasing their positions, 38 reducing their positions, and 10 closing their positions.

Holders
102
Holders Change
+2
Holders Change %
+2%
% of All Funds
1.61%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
13
Increased
34
Reduced
38
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
SWM
76
Selective Wealth Management
Virginia
$224K 4,147 +4,147 New
GSC
77
Ground Swell Capital
South Carolina
$217K 4,039 +4,039 New
CAN
78
Cetera Advisor Networks
California
$212K 3,955 -23 -0.6%
WDL
79
Well Done LLC
Michigan
$205K 3,830 +3,830 New
Fidelity Investments
80
Fidelity Investments
Massachusetts
$201K 3,751 +935 +33%
CTA
81
Colonial Trust Advisors
South Carolina
$200K 3,733 -2,131 -36%
CA
82
CGN Advisors
Kansas
$200K 3,733 +3,733 New
GM
83
GeoWealth Management
Illinois
$177K 3,298 +3,298 New
CT
84
Colonial Trust
South Carolina
$122K 2,275 -250 -10%
APC
85
Aspire Private Capital
North Carolina
$91K 1,698 -1,641 -49%
AWM
86
Aspire Wealth Management
Massachusetts
$90.1K 1,680 -73 -4%
SC
87
SouthState Corp
Florida
$87.7K 1,636 -5,474 -77%
PFBT
88
Parkside Financial Bank & Trust
Missouri
$63K 1,175
OP
89
ORG Partners
Indiana
$47.4K 880 +880 New
GT
90
Glenmede Trust
Pennsylvania
$46.2K 902
BWL
91
Bogart Wealth LLC
Virginia
$26.9K 501
FFA
92
Founders Financial Alliance
North Carolina
$26.1K 487 +2 +0.4%
AP
93
Arlington Partners
Alabama
$20.3K 378
MIM
94
Macroview Investment Management
Maryland
$11.1K 208 +1 +0.5%
VWM
95
Venturi Wealth Management
Texas
$10.8K 202 -527 -72%
CWP
96
Concord Wealth Partners
Virginia
$10.5K 195 +195 New
WWM
97
Wolff Wiese Magana
California
$9.65K 180
PO
98
Private Ocean
California
$6.38K 119
BC
99
Barrett & Company
Rhode Island
$3.86K 72
SS
100
Sunbelt Securities
Texas
$3K 56