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iShares US Small Cap Equity Factor ETF

237 hedge funds and large institutions have $1.98B invested in iShares US Small Cap Equity Factor ETF in 2025 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 105 increasing their positions, 53 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 8

98% more repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 53

34% more capital invested

Capital invested by funds: $1.48B → $1.98B (+$498M)

12% more funds holding in top 10

Funds holding in top 10: 1719 (+2)

10% more funds holding

Funds holding: 215237 (+22)

2.69% more ownership

Funds ownership: 81.68%84.38% (+2.7%)

Holders
237
Holders Change
+22
Holders Change %
+10.23%
% of All Funds
3.11%
Holding in Top 10
19
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.76%
% of All Funds
0.25%
New
32
Increased
105
Reduced
53
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FFA
76
Farther Finance Advisors
California
$3.88M +$3.03M +42,421 +432%
NG
77
Novem Group
New York
$3.46M +$87.6K +1,225 +3%
FPW
78
Flagship Private Wealth
Massachusetts
$3.31M +$1.46M +20,343 +84%
Royal Bank of Canada
79
Royal Bank of Canada
Ontario, Canada
$3.12M +$2.71M +37,878 +925%
PFM
80
Phillips Financial Management
Indiana
$2.97M -$164K -2,289 -5%
PPWP
81
Premier Path Wealth Partners
New Jersey
$2.93M +$166K +2,327 +6%
TFS
82
Thoroughbred Financial Services
Tennessee
$2.87M +$236K +3,305 +9%
Mariner
83
Mariner
Kansas
$2.78M +$2.18M +30,502 +443%
PFBT
84
Parkside Financial Bank & Trust
Missouri
$2.7M +$7.66K +107 +0.3%
HAP
85
Harbor Asset Planning
Massachusetts
$2.57M +$78.1K +1,091 +3%
PWM
86
Perigon Wealth Management
California
$2.53M +$378K +5,280 +18%
MA
87
Montag & Associates
Georgia
$2.19M
Wealth Enhancement Advisory Services
88
Wealth Enhancement Advisory Services
Minnesota
$2.04M +$64.2K +897 +3%
PJSIMP
89
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.99M +$104K +1,460 +6%
PS
90
Principal Securities
Iowa
$1.98M +$82.4K +1,152 +5%
PCA
91
Pallas Capital Advisors
Massachusetts
$1.94M +$20.7K +289 +1%
Susquehanna International Group
92
Susquehanna International Group
Pennsylvania
$1.91M -$764K -10,676 -29%
BWM
93
BKM Wealth Management
Wisconsin
$1.75M -$85.1K -1,189 -5%
US Bancorp
94
US Bancorp
Minnesota
$1.7M -$32.5K -454 -2%
EAM
95
Empirical Asset Management
Massachusetts
$1.67M +$259K +3,614 +19%
WBG
96
Wharton Business Group
Pennsylvania
$1.64M
CWP
97
Cyndeo Wealth Partners
Florida
$1.63M +$34.6K +483 +2%
WPC
98
Wedmont Private Capital
Pennsylvania
$1.57M
PAS
99
Park Avenue Securities
New York
$1.55M +$1.06M +14,873 +250%
DWS
100
Dynamic Wealth Strategies
California
$1.53M +$12.9K +181 +0.9%