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iShares US Small Cap Equity Factor ETF

115 hedge funds and large institutions have $615M invested in iShares US Small Cap Equity Factor ETF in 2023 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 34 increasing their positions, 38 reducing their positions, and 9 closing their positions.

Holders
115
Holders Change
+13
Holders Change %
+12.75%
% of All Funds
1.83%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
22
Increased
34
Reduced
38
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
PL
76
Plancorp LLC
Missouri
$304K 5,870 +115 +2%
William Blair & Company
77
William Blair & Company
Illinois
$300K 5,804
TP
78
Tranquility Partners
Tennessee
$298K 5,755 +121 +2%
FCFC
79
First Citizens Financial Corp
Iowa
$290K 5,601 -97 -2%
FFA
80
Farther Finance Advisors
California
$278K 5,370 -103 -2%
Cetera Investment Advisers
81
Cetera Investment Advisers
Illinois
$272K 5,266 +5,266 New
AAS
82
Avantax Advisory Services
Texas
$262K 5,074 -9,557 -65%
Northern Trust
83
Northern Trust
Illinois
$260K 5,024
NA
84
NewEdge Advisors
Louisiana
$252K 4,868 +275 +6%
TC
85
TownSquare Capital
Utah
$251K 4,847 +4,847 New
USCWA
86
U.S. Capital Wealth Advisors
Texas
$244K 4,713 +4,713 New
CA
87
Cetera Advisors
Colorado
$236K 4,559 +4,559 New
CTA
88
Colonial Trust Advisors
South Carolina
$180K 3,483 -250 -7%
GM
89
GeoWealth Management
Illinois
$171K 3,313 +15 +0.5%
Fidelity Investments
90
Fidelity Investments
Massachusetts
$147K 2,843 -908 -24%
CT
91
Colonial Trust
South Carolina
$131K 2,525 +250 +11%
AWM
92
Aspire Wealth Management
Massachusetts
$92.1K 1,781 +101 +6%
APC
93
Aspire Private Capital
North Carolina
$87.9K 1,698
GWS
94
Glassman Wealth Services
Virginia
$77.2K 1,492 +1,492 New
SFC
95
SYM Financial Corp
Indiana
$71K 1,373 -3,037 -69%
Comerica Bank
96
Comerica Bank
Texas
$61.3K 1,185 +1,185 New
HR
97
Howe & Rusling
New York
$41.9K 809 +809 New
SC
98
SouthState Corp
Florida
$34.9K 675 -961 -59%
BWL
99
Bogart Wealth LLC
Virginia
$31.1K 601 +100 +20%
FFA
100
Founders Financial Alliance
North Carolina
$25.2K 487