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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
LAS
101
LWM Advisory Services
Florida
$1.5M
WCA
102
Westover Capital Advisors
Delaware
$1.48M
EF
103
Empowered Funds
Pennsylvania
$1.48M
JWCA
104
J.W. Cole Advisors
Florida
$1.38M
Carson Wealth (CWM LLC)
105
Carson Wealth (CWM LLC)
Nebraska
$1.35M
Brown Advisory
106
Brown Advisory
Maryland
$1.25M
TWP
107
Tyche Wealth Partners
Texas
$1.18M
BFF
108
Byrne Financial Freedom
Massachusetts
$1.18M
WWA
109
Wingate Wealth Advisors
Massachusetts
$1.14M
TWA
110
Talisman Wealth Advisors
New Jersey
$1.13M
CAL
111
Capital Analysts LLC
Pennsylvania
$1.09M
KWM
112
Kingsview Wealth Management
Oregon
$1.03M
PL
113
Plancorp LLC
Missouri
$982K
GC
114
Guidance Capital
Kentucky
$972K
ASN
115
Advisory Services Network
Georgia
$966K
NA
116
NewEdge Advisors
Louisiana
$925K
LWMI
117
Landmark Wealth Management (Illinois)
Illinois
$900K
VFPW
118
Vantage Financial Partners (Wisconsin)
Wisconsin
$893K
GRP
119
Global Retirement Partners
California
$885K
ALA
120
Atlas Legacy Advisors
California
$884K
CFG
121
Citizens Financial Group
Rhode Island
$832K
AWP
122
Ascent Wealth Partners
New York
$792K
FM
123
Foster & Motley
Ohio
$765K
AFS
124
Axiom Financial Strategies
Indiana
$749K
GS
125
GTS Securities
New York
$745K