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iShares US Small Cap Equity Factor ETF

115 hedge funds and large institutions have $615M invested in iShares US Small Cap Equity Factor ETF in 2023 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 34 increasing their positions, 38 reducing their positions, and 9 closing their positions.

Holders
115
Holders Change
+13
Holders Change %
+12.75%
% of All Funds
1.83%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
22
Increased
34
Reduced
38
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
AP
101
Arlington Partners
Alabama
$19.6K 378
AT
102
Arlington Trust
Alabama
$19.6K 378 +378 New
VWM
103
Venturi Wealth Management
Texas
$13.4K 259 +57 +28%
CWP
104
Concord Wealth Partners
Virginia
$10.1K 195
WWM
105
Wolff Wiese Magana
California
$9.31K 180
PNC Financial Services Group
106
PNC Financial Services Group
Pennsylvania
$7.76K 150 +150 New
PO
107
Private Ocean
California
$6.16K 119
CP
108
Castleview Partners
Texas
$3.88K 75 +75 New
CSPIA
109
Cary Street Partners Investment Advisory
Virginia
$3.62K 70 +70 New
SS
110
Sunbelt Securities
Texas
$2.9K 56
BC
111
Barrett & Company
Rhode Island
$2.72K 72
FIA
112
FNY Investment Advisers
New York
$2K 50 +50 New
VAG
113
VisionPoint Advisory Group
Texas
$1.4K 27 +27 New
Citigroup
114
Citigroup
New York
$983 19 +19 New
NIC
115
Northwest Investment Counselors
Oregon
$466 9
Rockefeller Capital Management
116
Rockefeller Capital Management
New York
-10,606 Closed
SWM
117
Selective Wealth Management
Virginia
-4,147 Closed
GSC
118
Ground Swell Capital
South Carolina
-4,039 Closed
WDL
119
Well Done LLC
Michigan
-3,830 Closed
CA
120
CGN Advisors
Kansas
-3,733 Closed
GT
121
Glenmede Trust
Pennsylvania
-902 Closed
OP
122
ORG Partners
Indiana
-880 Closed
MIM
123
Macroview Investment Management
Maryland
-208 Closed
GI
124
Gradient Investments
Minnesota
-8 Closed
CFGS
125
Concourse Financial Group Securities
Alabama