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iShares US Small Cap Equity Factor ETF

237 hedge funds and large institutions have $1.98B invested in iShares US Small Cap Equity Factor ETF in 2025 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 105 increasing their positions, 53 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 8

98% more repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 53

34% more capital invested

Capital invested by funds: $1.48B → $1.98B (+$498M)

12% more funds holding in top 10

Funds holding in top 10: 1719 (+2)

10% more funds holding

Funds holding: 215237 (+22)

2.69% more ownership

Funds ownership: 81.68%84.38% (+2.7%)

Holders
237
Holders Change
+22
Holders Change %
+10.23%
% of All Funds
3.11%
Holding in Top 10
19
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.76%
% of All Funds
0.25%
New
32
Increased
105
Reduced
53
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LAS
101
LWM Advisory Services
Florida
$1.5M +$23.2K +324 +2%
WCA
102
Westover Capital Advisors
Delaware
$1.48M -$18.7K -262 -1%
EF
103
Empowered Funds
Pennsylvania
$1.48M +$171K +2,385 +14%
JWCA
104
J.W. Cole Advisors
Florida
$1.38M -$7.15K -100 -0.5%
Carson Wealth (CWM LLC)
105
Carson Wealth (CWM LLC)
Nebraska
$1.35M -$284K -3,967 -18%
Brown Advisory
106
Brown Advisory
Maryland
$1.25M
TWP
107
Tyche Wealth Partners
Texas
$1.18M +$1.14M +15,869 New
BFF
108
Byrne Financial Freedom
Massachusetts
$1.18M +$1.13M +15,804 New
WWA
109
Wingate Wealth Advisors
Massachusetts
$1.14M +$410K +5,734 +60%
TWA
110
Talisman Wealth Advisors
New Jersey
$1.13M +$119K +1,657 +12%
CAL
111
Capital Analysts LLC
Pennsylvania
$1.09M +$121K +1,696 +13%
KWM
112
Kingsview Wealth Management
Oregon
$1.03M +$50.4K +705 +5%
PL
113
Plancorp LLC
Missouri
$982K +$6.8K +95 +0.7%
GC
114
Guidance Capital
Kentucky
$972K +$54.9K +768 +6%
ASN
115
Advisory Services Network
Georgia
$966K +$122K +1,708 +15%
NA
116
NewEdge Advisors
Louisiana
$925K -$203K -2,834 -19%
LWMI
117
Landmark Wealth Management (Illinois)
Illinois
$900K -$1.07K -15 -0.1%
VFPW
118
Vantage Financial Partners (Wisconsin)
Wisconsin
$893K -$12.7K -177 -1%
GRP
119
Global Retirement Partners
California
$885K +$82.1K +1,148 +11%
ALA
120
Atlas Legacy Advisors
California
$884K +$9.52K +133 +1%
CFG
121
Citizens Financial Group
Rhode Island
$832K +$44.1K +616 +6%
AWP
122
Ascent Wealth Partners
New York
$792K
FM
123
Foster & Motley
Ohio
$765K -$55.4K -774 -7%
AFS
124
Axiom Financial Strategies
Indiana
$749K +$721K +10,078 New
GS
125
GTS Securities
New York
$745K +$717K +10,019 New