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iShares US Small Cap Equity Factor ETF

192 hedge funds and large institutions have $1.44B invested in iShares US Small Cap Equity Factor ETF in 2025 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 75 increasing their positions, 55 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
192
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
15
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
US Bancorp
76
US Bancorp
Minnesota
$1.52M
PJSIMP
77
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.46M
Carson Wealth (CWM LLC)
78
Carson Wealth (CWM LLC)
Nebraska
$1.41M
WBG
79
Wharton Business Group
Pennsylvania
$1.38M
JWCA
80
J.W. Cole Advisors
Florida
$1.35M
WC
81
Weil Company
California
$1.34M
CWP
82
Cyndeo Wealth Partners
Florida
$1.28M
WCA
83
Westover Capital Advisors
Delaware
$1.27M
WPC
84
Wedmont Private Capital
Pennsylvania
$1.22M
EAM
85
Empirical Asset Management
Massachusetts
$1.16M
DWS
86
Dynamic Wealth Strategies
California
$1.16M
LAS
87
LWM Advisory Services
Florida
$1.11M
Brown Advisory
88
Brown Advisory
Maryland
$1.04M
NA
89
NewEdge Advisors
Louisiana
$1.04M
PL
90
Plancorp LLC
Missouri
$973K
FPW
91
Flagship Private Wealth
Massachusetts
$967K
SC
92
Sepio Capital
Utah
$960K
KWM
93
Kingsview Wealth Management
Oregon
$916K
Truist Financial
94
Truist Financial
North Carolina
$893K
MWM
95
Mascagni Wealth Management
Mississippi
$847K
FM
96
Foster & Motley
Ohio
$752K
GC
97
Guidance Capital
Kentucky
$702K
WWA
98
Wingate Wealth Advisors
Massachusetts
$694K
PGFC
99
Peapack-Gladstone Financial Corp
New Jersey
$680K
VFPW
100
Vantage Financial Partners (Wisconsin)
Wisconsin
$680K