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iShares US Small Cap Equity Factor ETF

213 hedge funds and large institutions have $1.48B invested in iShares US Small Cap Equity Factor ETF in 2025 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 85 increasing their positions, 54 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
213
Holders Change
+21
Holders Change %
+10.94%
% of All Funds
2.86%
Holding in Top 10
17
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+13.33%
% of All Funds
0.23%
New
41
Increased
85
Reduced
54
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PL
101
Plancorp LLC
Missouri
$891K -$172K -2,534 -16%
CAL
102
Capital Analysts LLC
Pennsylvania
$880K +$306K +4,506 +53%
VFPW
103
Vantage Financial Partners (Wisconsin)
Wisconsin
$828K +$84.8K +1,248 +11%
GC
104
Guidance Capital
Kentucky
$826K +$64.3K +942 +8%
LWMI
105
Landmark Wealth Management (Illinois)
Illinois
$823K -$956K -14,072 -54%
ALA
106
Atlas Legacy Advisors
California
$799K +$135K +1,981 +20%
ASN
107
Advisory Services Network
Georgia
$781K +$72.4K +1,046 +10%
FM
108
Foster & Motley
Ohio
$752K -$70K -1,030 -9%
GRP
109
Global Retirement Partners
California
$730K +$730K +10,750 New
AWP
110
Ascent Wealth Partners
New York
$724K
CFG
111
Citizens Financial Group
Rhode Island
$718K +$718K +10,571 New
GLA
112
Good Life Advisors
Pennsylvania
$705K -$8.7K -128 -1%
WT
113
Washington Trust
Rhode Island
$679K
FFA
114
Farther Finance Advisors
California
$667K +$186K +2,735 +39%
CAPTRUST Financial Advisors
115
CAPTRUST Financial Advisors
North Carolina
$656K +$294K +4,331 +81%
WWA
116
Wingate Wealth Advisors
Massachusetts
$650K -$109K -1,610 -14%
CAL
117
Capital Advisors Ltd
Ohio
$612K -$15.6K -229 -2%
PPC
118
Park Place Capital
Alabama
$607K +$607K +8,852 New
DAS
119
Diversify Advisory Services
Utah
$596K +$596K +8,442 New
QCM
120
QRG Capital Management
Illinois
$506K -$46.1K -678 -8%
SEIA
121
Signature Estate & Investment Advisors
California
$503K -$1.48M -21,846 -75%
WANY
122
Wealthspire Advisors (New York)
New York
$482K -$1.9K -28 -0.4%
Creative Planning
123
Creative Planning
Kansas
$473K +$473K +6,968 New
Mariner
124
Mariner
Kansas
$467K +$127K +1,872 +37%
OIA
125
OneDigital Investment Advisors
Kansas
$453K +$340 +5 +0.1%