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iShares US Small Cap Equity Factor ETF

214 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, 86 increasing their positions, 53 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
214
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
17
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$28.6M
2 +$22.6M
3 +$22.3M
4
Wells Fargo
Wells Fargo
California
+$13.2M
5
Bank of America
Bank of America
North Carolina
+$12.5M

Top Sellers

1 -$243M
2 -$22.6M
3 -$8.17M
4
Jane Street
Jane Street
New York
-$7.15M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$4.37M
Name Holding Trade Value Shares
Change
Change in
Stake
PWM
76
Perigon Wealth Management
California
$1.96M
Wealth Enhancement Advisory Services
77
Wealth Enhancement Advisory Services
Minnesota
$1.86M
PCA
78
Pallas Capital Advisors
Massachusetts
$1.75M
PS
79
Principal Securities
Iowa
$1.73M
PJSIMP
80
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.72M
BWM
81
BKM Wealth Management
Wisconsin
$1.68M
FPW
82
Flagship Private Wealth
Massachusetts
$1.64M
US Bancorp
83
US Bancorp
Minnesota
$1.58M
WBG
84
Wharton Business Group
Pennsylvania
$1.5M
Carson Wealth (CWM LLC)
85
Carson Wealth (CWM LLC)
Nebraska
$1.5M
WPC
86
Wedmont Private Capital
Pennsylvania
$1.48M
CWP
87
Cyndeo Wealth Partners
Florida
$1.46M
DWS
88
Dynamic Wealth Strategies
California
$1.39M
WCA
89
Westover Capital Advisors
Delaware
$1.37M
LAS
90
LWM Advisory Services
Florida
$1.35M
EAM
91
Empirical Asset Management
Massachusetts
$1.28M
JWCA
92
J.W. Cole Advisors
Florida
$1.27M
HWP
93
Hibernia Wealth Partners
Louisiana
$1.21M
EF
94
Empowered Funds
Pennsylvania
$1.19M
Truist Financial
95
Truist Financial
North Carolina
$1.18M
Brown Advisory
96
Brown Advisory
Maryland
$1.14M
NA
97
NewEdge Advisors
Louisiana
$1.04M
HighTower Advisors
98
HighTower Advisors
Illinois
$1.03M
TWA
99
Talisman Wealth Advisors
New Jersey
$922K
KWM
100
Kingsview Wealth Management
Oregon
$895K