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iShares US Small Cap Equity Factor ETF

268 hedge funds and large institutions have $2.73B invested in iShares US Small Cap Equity Factor ETF in 2026 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 120 increasing their positions, 75 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
268
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
21
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$317K
Puts
$174K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
76
Steward Partners Investment Advisory
New York
$5.17M
EH
77
Equitable Holdings
New York
$5.11M
FFA
78
Farther Finance Advisors
California
$4.98M
P
79
&Partners
Tennessee
$4.67M
BWCS
80
Beirne Wealth Consulting Services
Connecticut
$4.53M
VCWM
81
Vista Cima Wealth Management
Arizona
$4.51M
SPI
82
Santori & Peters Inc
Pennsylvania
$4.28M
LOIP
83
Live Oak Investment Partners
Texas
$4.17M
Royal Bank of Canada
84
Royal Bank of Canada
Ontario, Canada
$3.97M
PWM
85
Perigon Wealth Management
California
$3.89M
TFS
86
Thoroughbred Financial Services
Tennessee
$3.86M
TWP
87
Tyche Wealth Partners
Texas
$3.72M
AF
88
Apollon Financial
South Carolina
$3.66M
WF
89
Williams Financial
Vermont
$3.66M
Mariner
90
Mariner
Kansas
$3.65M
Thrivent Financial for Lutherans
91
Thrivent Financial for Lutherans
Minnesota
$3.56M
NG
92
Novem Group
New York
$3.56M
NA
93
NewEdge Advisors
Louisiana
$3.4M
FPW
94
Flagship Private Wealth
Massachusetts
$3.38M
AWP
95
Ascent Wealth Partners
New York
$3.19M
CAL
96
Capital Analysts LLC
Pennsylvania
$2.87M
PFM
97
Phillips Financial Management
Indiana
$2.82M
PFBT
98
Parkside Financial Bank & Trust
Missouri
$2.76M
HAP
99
Harbor Asset Planning
Massachusetts
$2.58M
PPWP
100
Premier Path Wealth Partners
New Jersey
$2.5M