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iShares US Small Cap Equity Factor ETF

156 hedge funds and large institutions have $1.07B invested in iShares US Small Cap Equity Factor ETF in 2024 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 76 increasing their positions, 33 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

157% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 7

130% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 33

24% more capital invested

Capital invested by funds: $867M → $1.07B (+$206M)

18% more funds holding in top 10

Funds holding in top 10: 1113 (+2)

6% more funds holding

Funds holding: 147156 (+9)

0.4% more ownership

Funds ownership: 81.39%81.79% (+0.4%)

Holders
156
Holders Change
+9
Holders Change %
+6.12%
% of All Funds
2.24%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.19%
New
18
Increased
76
Reduced
33
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FFA
101
Farther Finance Advisors
California
$389K -$209K -3,293 -36%
Royal Bank of Canada
102
Royal Bank of Canada
Ontario, Canada
$375K -$128K -2,016 -26%
Fidelity Investments
103
Fidelity Investments
Massachusetts
$368K -$74K -1,163 -17%
OIA
104
OneDigital Investment Advisors
Kansas
$363K
TP
105
Tranquility Partners
Tennessee
$351K
DT
106
Diversified Trust
Tennessee
$350K -$122K -1,923 -27%
AWS
107
Atria Wealth Solutions
New York
$333K +$47.5K +747 +17%
Northern Trust
108
Northern Trust
Illinois
$333K
AWM
109
Apollon Wealth Management
South Carolina
$332K +$42.9K +675 +16%
AWE
110
Avidian Wealth Enterprises
Texas
$331K +$317K +4,990 New
EFA
111
Edge Financial Advisors
Illinois
$298K +$285K +4,486 New
FPW
112
Flagship Private Wealth
Massachusetts
$277K +$265K +4,174 New
TC
113
TownSquare Capital
Utah
$257K -$23.6K -371 -9%
FAM
114
Frontier Asset Management
Wyoming
$247K +$8.97K +141 +4%
WFC
115
Western Financial Corp
California
$231K -$1.59K -25 -0.7%
CTA
116
Colonial Trust Advisors
South Carolina
$221K -$3.18K -50 -1%
CIAS
117
CBIZ Investment Advisory Services
Ohio
$216K +$118K +1,852 +132%
NW
118
NewEdge Wealth
Pennsylvania
$215K +$206K +3,235 New
CB
119
Cadence Bank
Mississippi
$210K +$201K +3,160 New
AWA
120
Arkadios Wealth Advisors
Georgia
$206K +$197K +3,099 New
RFN
121
Redwood Financial Network
Ohio
$205K +$197K +3,094 New
SWM
122
Selective Wealth Management
Virginia
$203K +$197K +3,095 New
LIM
123
Leavell Investment Management
Alabama
$200K +$192K +3,020 New
OSAM
124
O'Shaughnessy Asset Management
Connecticut
$180K
AWM
125
Aspire Wealth Management
Massachusetts
$134K +$8.78K +138 +7%