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iShares US Small Cap Equity Factor ETF

123 hedge funds and large institutions have $710M invested in iShares US Small Cap Equity Factor ETF in 2023 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 41 increasing their positions, 41 reducing their positions, and 13 closing their positions.

Holders
123
Holders Change
+8
Holders Change %
+6.96%
% of All Funds
1.8%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.12%
New
22
Increased
41
Reduced
41
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
JPMorgan Chase & Co
76
JPMorgan Chase & Co
New York
$362K 6,150 -15,743 -72%
AF
77
Allworth Financial
California
$357K 6,077 -740 -11%
DWP
78
Destiny Wealth Partners
Florida
$356K 6,262
FFA
79
First Foundation Advisors
California
$354K 6,021
William Blair & Company
80
William Blair & Company
Illinois
$343K 5,831 +27 +0.5%
Royal Bank of Canada
81
Royal Bank of Canada
Ontario, Canada
$343K 5,832 -26,262 -82%
TP
82
Tranquility Partners
Tennessee
$325K 5,527 -228 -4%
PL
83
Plancorp LLC
Missouri
$322K 5,479 -391 -7%
OIA
84
OneDigital Investment Advisors
Kansas
$322K 5,466 -3,515 -39%
Two Sigma Investments
85
Two Sigma Investments
New York
$318K 5,400 +5,400 New
FFA
86
Farther Finance Advisors
California
$316K 5,370
Cetera Investment Advisers
87
Cetera Investment Advisers
Illinois
$312K 5,303 +37 +0.7%
Northern Trust
88
Northern Trust
Illinois
$296K 5,024
TC
89
TownSquare Capital
Utah
$275K 4,667 -180 -4%
PAS
90
Park Avenue Securities
New York
$257K 4,365 +4,365 New
Mariner
91
Mariner
Kansas
$243K 4,136 -6,115 -60%
NA
92
NewEdge Advisors
Louisiana
$242K 4,109 -759 -16%
AWS
93
Atria Wealth Solutions
New York
$218K 3,713 +3,713 New
WDL
94
Well Done LLC
Michigan
$216K 3,664 +3,664 New
CWM
95
Cornerstone Wealth Management
Missouri
$210K 3,565 +3,565 New
CTA
96
Colonial Trust Advisors
South Carolina
$199K 3,383 -100 -3%
Fidelity Investments
97
Fidelity Investments
Massachusetts
$174K 2,953 +110 +4%
CT
98
Colonial Trust
South Carolina
$143K 2,425 -100 -4%
AWM
99
Aspire Wealth Management
Massachusetts
$105K 1,790 +9 +0.5%
OP
100
ORG Partners
Indiana
$88K 1,496 +1,496 New