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iShares US Small Cap Equity Factor ETF

234 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 33 funds opening new positions, 105 increasing their positions, 52 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
234
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
19
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
FFA
76
Farther Finance Advisors
California
$3.88M
NG
77
Novem Group
New York
$3.46M
FPW
78
Flagship Private Wealth
Massachusetts
$3.31M
Royal Bank of Canada
79
Royal Bank of Canada
Ontario, Canada
$3.12M
PFM
80
Phillips Financial Management
Indiana
$2.97M
PPWP
81
Premier Path Wealth Partners
New Jersey
$2.93M
TFS
82
Thoroughbred Financial Services
Tennessee
$2.87M
Mariner
83
Mariner
Kansas
$2.78M
PFBT
84
Parkside Financial Bank & Trust
Missouri
$2.7M
HAP
85
Harbor Asset Planning
Massachusetts
$2.57M
PWM
86
Perigon Wealth Management
California
$2.53M
MA
87
Montag & Associates
Georgia
$2.19M
Wealth Enhancement Advisory Services
88
Wealth Enhancement Advisory Services
Minnesota
$2.04M
PJSIMP
89
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.99M
PS
90
Principal Securities
Iowa
$1.98M
PCA
91
Pallas Capital Advisors
Massachusetts
$1.94M
Susquehanna International Group
92
Susquehanna International Group
Pennsylvania
$1.91M
BWM
93
BKM Wealth Management
Wisconsin
$1.75M
US Bancorp
94
US Bancorp
Minnesota
$1.7M
EAM
95
Empirical Asset Management
Massachusetts
$1.67M
WBG
96
Wharton Business Group
Pennsylvania
$1.64M
CWP
97
Cyndeo Wealth Partners
Florida
$1.63M
WPC
98
Wedmont Private Capital
Pennsylvania
$1.57M
PAS
99
Park Avenue Securities
New York
$1.55M
DWS
100
Dynamic Wealth Strategies
California
$1.53M