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iShares US Small Cap Equity Factor ETF

147 hedge funds and large institutions have $867M invested in iShares US Small Cap Equity Factor ETF in 2024 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 56 increasing their positions, 39 reducing their positions, and 10 closing their positions.

Holders
147
Holders Change
+6
Holders Change %
+4.26%
% of All Funds
2.14%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.16%
New
19
Increased
56
Reduced
39
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CAPTRUST Financial Advisors
101
CAPTRUST Financial Advisors
North Carolina
$291K 4,762 +4,762 New
AWM
102
Apollon Wealth Management
South Carolina
$265K 4,332
AWS
103
Atria Wealth Solutions
New York
$262K 4,277 +296 +7%
TC
104
TownSquare Capital
Utah
$260K 4,240 -39 -0.9%
Mariner
105
Mariner
Kansas
$256K 4,178 +925 +28%
VW
106
Veridan Wealth
Oregon
$245K 3,612 +3,612 New
ACA
107
Aptus Capital Advisors
Alabama
$240K 3,920 -140 -3%
FAM
108
Frontier Asset Management
Wyoming
$219K 3,585 +3,585 New
WFC
109
Western Financial Corp
California
$215K 3,514 +245 +7%
CTA
110
Colonial Trust Advisors
South Carolina
$207K 3,383
IAIM
111
International Assets Investment Management
Florida
$174K 2,850 +2,850 New
OSAM
112
O'Shaughnessy Asset Management
Connecticut
$164K 2,673 +790 +42%
Franklin Resources
113
Franklin Resources
California
$133K 2,174 -2,170 -50%
AWM
114
Aspire Wealth Management
Massachusetts
$116K 1,889 +95 +5%
OP
115
ORG Partners
Indiana
$90.6K 1,496 +1,496 New
CIAS
116
CBIZ Investment Advisory Services
Ohio
$85.6K 1,398 -553 -28%
SFC
117
SYM Financial Corp
Indiana
$84K 1,373
Comerica Bank
118
Comerica Bank
Texas
$72.5K 1,185
BWL
119
Bogart Wealth LLC
Virginia
$61.3K 1,001
CT
120
Colonial Trust
South Carolina
$61.2K 1,000 -625 -38%
AF
121
Allworth Financial
California
$52.6K 828 -331 -29%
MFG
122
Mendota Financial Group
Wisconsin
$46.3K 756 -10 -1%
CTC
123
Central Trust Company
Missouri
$46.1K 753
SC
124
SouthState Corp
Florida
$41.3K 675
PTC
125
Private Trust Company
Ohio
$35.7K 583