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iShares US Small Cap Equity Factor ETF

156 hedge funds and large institutions have $1.07B invested in iShares US Small Cap Equity Factor ETF in 2024 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 76 increasing their positions, 33 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

157% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 7

130% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 33

24% more capital invested

Capital invested by funds: $867M → $1.07B (+$206M)

18% more funds holding in top 10

Funds holding in top 10: 1113 (+2)

6% more funds holding

Funds holding: 147156 (+9)

0.4% more ownership

Funds ownership: 81.39%81.79% (+0.4%)

Holders
156
Holders Change
+9
Holders Change %
+6.12%
% of All Funds
2.24%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.19%
New
18
Increased
76
Reduced
33
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SC
76
Sepio Capital
Utah
$1.02M +$3.56K +56 +0.4%
JWCA
77
J.W. Cole Advisors
Florida
$959K +$105K +1,655 +13%
Truist Financial
78
Truist Financial
North Carolina
$940K +$166K +2,611 +23%
Focus Partners Wealth
79
Focus Partners Wealth
Massachusetts
$886K +$64.3K +1,012 +8%
ACA
80
Aptus Capital Advisors
Alabama
$848K +$563K +8,854 +226%
Wealth Enhancement Advisory Services
81
Wealth Enhancement Advisory Services
Minnesota
$788K +$19.6K +309 +3%
AWP
82
Ascent Wealth Partners
New York
$707K
QCM
83
QRG Capital Management
Illinois
$690K +$41.9K +659 +7%
WT
84
Washington Trust
Rhode Island
$663K
Morgan Stanley
85
Morgan Stanley
New York
$639K +$60.7K +954 +11%
Goldman Sachs
86
Goldman Sachs
New York
$617K +$273K +4,298 +86%
CAL
87
Capital Advisors Ltd
Ohio
$600K +$71.4K +1,123 +14%
MGWM
88
Marks Group Wealth Management
Minnesota
$580K +$555K +8,734 New
WANY
89
Wealthspire Advisors (New York)
New York
$575K -$39.7K -624 -7%
PL
90
Plancorp LLC
Missouri
$564K +$95.7K +1,505 +22%
CL
91
Choreo LLC
Illinois
$548K -$35.7K -561 -6%
WFAG
92
Wescott Financial Advisory Group
Pennsylvania
$542K -$66.6K -1,048 -11%
EA
93
Ergawealth Advisors
Illinois
$513K +$763 +12 +0.2%
Mariner
94
Mariner
Kansas
$449K +$165K +2,595 +62%
William Blair & Company
95
William Blair & Company
Illinois
$438K +$13.4K +211 +3%
EWM
96
Executive Wealth Management
Michigan
$425K +$1.53K +24 +0.4%
DWP
97
Destiny Wealth Partners
Florida
$415K
SPC
98
Sigma Planning Corp
Michigan
$411K +$46.7K +735 +13%
CAPTRUST Financial Advisors
99
CAPTRUST Financial Advisors
North Carolina
$402K +$82.3K +1,294 +27%
FFA
100
First Foundation Advisors
California
$399K