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iShares US Small Cap Equity Factor ETF

181 hedge funds and large institutions have $1.2B invested in iShares US Small Cap Equity Factor ETF in 2024 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 69 increasing their positions, 44 reducing their positions, and 9 closing their positions.

Holders
181
Holders Change
+25
Holders Change %
+16.03%
% of All Funds
2.41%
Holding in Top 10
17
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+30.77%
% of All Funds
0.23%
New
37
Increased
69
Reduced
44
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
HWP
101
Hibernia Wealth Partners
Louisiana
$600K 8,895 -8,106 -48%
MGWM
102
Marks Group Wealth Management
Minnesota
$590K 8,734
WANY
103
Wealthspire Advisors (New York)
New York
$543K 8,049 -620 -7%
CL
104
Choreo LLC
Illinois
$543K 8,047 -279 -3%
WFAG
105
Wescott Financial Advisory Group
Pennsylvania
$531K 7,860 -304 -4%
Mariner
106
Mariner
Kansas
$521K 7,719 +946 +14%
GC
107
Guidance Capital
Kentucky
$483K 6,782 +6,782 New
EA
108
Ergawealth Advisors
Illinois
$480K 7,105 -630 -8%
FFA
109
Farther Finance Advisors
California
$478K 7,083 +1,227 +21%
OIA
110
OneDigital Investment Advisors
Kansas
$470K 6,959 +1,493 +27%
William Blair & Company
111
William Blair & Company
Illinois
$447K 6,626 +28 +0.4%
WC
112
Weil Company
California
$446K 6,606 +6,606 New
FFA
113
First Foundation Advisors
California
$406K 6,021
DWP
114
Destiny Wealth Partners
Florida
$397K 5,881 -381 -6%
Goldman Sachs
115
Goldman Sachs
New York
$396K 5,862 -3,435 -37%
PAS
116
Park Avenue Securities
New York
$392K 5,812 +5,812 New
Fidelity Investments
117
Fidelity Investments
Massachusetts
$389K 5,758 +207 +4%
ASN
118
Advisory Services Network
Georgia
$369K 5,466 +5,466 New
FLPIM
119
F.L. Putnam Investment Management
Massachusetts
$368K 5,459 +5,459 New
ACA
120
Aptus Capital Advisors
Alabama
$364K 5,397 -7,377 -58%
AWS
121
Atria Wealth Solutions
New York
$362K 5,357 +333 +7%
AWM
122
Apollon Wealth Management
South Carolina
$362K 5,357 +350 +7%
DT
123
Diversified Trust
Tennessee
$356K 5,270
EWM
124
Executive Wealth Management
Michigan
$349K 5,173 -1,232 -19%
CAPTRUST Financial Advisors
125
CAPTRUST Financial Advisors
North Carolina
$340K 5,035 -1,021 -17%