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iShares US Small Cap Equity Factor ETF

147 hedge funds and large institutions have $867M invested in iShares US Small Cap Equity Factor ETF in 2024 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 56 increasing their positions, 39 reducing their positions, and 10 closing their positions.

Holders
147
Holders Change
+6
Holders Change %
+4.26%
% of All Funds
2.14%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.16%
New
19
Increased
56
Reduced
39
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
NA
76
NewEdge Advisors
Louisiana
$604K 9,860 +4,685 +91%
QCM
77
QRG Capital Management
Illinois
$596K 9,734 -4,593 -32%
WANY
78
Wealthspire Advisors (New York)
New York
$569K 9,293 -251 -3%
WFAG
79
Wescott Financial Advisory Group
Pennsylvania
$564K 9,212 -888 -9%
FFA
80
Farther Finance Advisors
California
$554K 9,149 +3,799 +71%
CL
81
Choreo LLC
Illinois
$538K 8,887 +128 +1%
Morgan Stanley
82
Morgan Stanley
New York
$531K 8,676 +56 +0.6%
Jane Street
83
Jane Street
New York
$514K 8,391 +8,391 New
CAL
84
Capital Advisors Ltd
Ohio
$485K 7,920 -179 -2%
EA
85
Ergawealth Advisors
Illinois
$473K 7,723 -10 -0.1%
Royal Bank of Canada
86
Royal Bank of Canada
Ontario, Canada
$469K 7,661 +2,000 +35%
EAM
87
Empirical Asset Management
Massachusetts
$455K 7,437 +7,437 New
DT
88
Diversified Trust
Tennessee
$440K 7,193
PL
89
Plancorp LLC
Missouri
$428K 6,998 +665 +11%
Fidelity Investments
90
Fidelity Investments
Massachusetts
$411K 6,714 +3,713 +124%
William Blair & Company
91
William Blair & Company
Illinois
$391K 6,387 +540 +9%
EWM
92
Executive Wealth Management
Michigan
$391K 6,381 +17 +0.3%
DWP
93
Destiny Wealth Partners
Florida
$383K 6,262
FFA
94
First Foundation Advisors
California
$369K 6,021
OIA
95
OneDigital Investment Advisors
Kansas
$335K 5,466
SPC
96
Sigma Planning Corp
Michigan
$334K 5,465 +953 +21%
TP
97
Tranquility Partners
Tennessee
$324K 5,287 -240 -4%
Northern Trust
98
Northern Trust
Illinois
$308K 5,024
Goldman Sachs
99
Goldman Sachs
New York
$306K 4,999
PAS
100
Park Avenue Securities
New York
$297K 4,844 +285 +6%