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iShares US Small Cap Equity Factor ETF

213 hedge funds and large institutions have $1.48B invested in iShares US Small Cap Equity Factor ETF in 2025 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 85 increasing their positions, 54 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
213
Holders Change
+21
Holders Change %
+10.94%
% of All Funds
2.86%
Holding in Top 10
17
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+13.33%
% of All Funds
0.23%
New
41
Increased
85
Reduced
54
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PWM
76
Perigon Wealth Management
California
$1.96M +$252K +3,713 +15%
Wealth Enhancement Advisory Services
77
Wealth Enhancement Advisory Services
Minnesota
$1.86M -$45.7K -655 -2%
PCA
78
Pallas Capital Advisors
Massachusetts
$1.75M +$1.75M +25,756 New
PS
79
Principal Securities
Iowa
$1.73M +$1.72M +25,288 +11,495%
PJSIMP
80
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.72M +$126K +1,848 +8%
BWM
81
BKM Wealth Management
Wisconsin
$1.68M -$250K -3,676 -13%
FPW
82
Flagship Private Wealth
Massachusetts
$1.64M +$582K +8,559 +55%
US Bancorp
83
US Bancorp
Minnesota
$1.58M -$80.7K -1,187 -5%
WBG
84
Wharton Business Group
Pennsylvania
$1.5M
Carson Wealth (CWM LLC)
85
Carson Wealth (CWM LLC)
Nebraska
$1.5M -$40.6K -597 -3%
WPC
86
Wedmont Private Capital
Pennsylvania
$1.48M
CWP
87
Cyndeo Wealth Partners
Florida
$1.46M +$61.2K +901 +4%
DWS
88
Dynamic Wealth Strategies
California
$1.39M +$117K +1,726 +9%
WCA
89
Westover Capital Advisors
Delaware
$1.37M -$9.85K -145 -0.7%
LAS
90
LWM Advisory Services
Florida
$1.35M +$133K +1,953 +11%
EAM
91
Empirical Asset Management
Massachusetts
$1.28M +$13.5K +198 +1%
JWCA
92
J.W. Cole Advisors
Florida
$1.27M -$211K -3,111 -14%
HWP
93
Hibernia Wealth Partners
Louisiana
$1.21M +$604K +8,895 +100%
EF
94
Empowered Funds
Pennsylvania
$1.19M +$1.19M +17,461 New
Truist Financial
95
Truist Financial
North Carolina
$1.18M +$202K +2,974 +21%
Brown Advisory
96
Brown Advisory
Maryland
$1.14M
NA
97
NewEdge Advisors
Louisiana
$1.04M -$97.8K -1,439 -9%
HighTower Advisors
98
HighTower Advisors
Illinois
$1.03M +$791K +11,636 +325%
TWA
99
Talisman Wealth Advisors
New Jersey
$922K +$183K +2,687 +25%
KWM
100
Kingsview Wealth Management
Oregon
$895K -$106K -1,558 -11%