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iShares US Small Cap Equity Factor ETF

212 hedge funds and large institutions have $1.47B invested in iShares US Small Cap Equity Factor ETF in 2025 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 85 increasing their positions, 54 reducing their positions, and 15 closing their positions.

Holders
212
Holders Change
+20
Holders Change %
+10.42%
% of All Funds
2.85%
Holding in Top 10
17
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+13.33%
% of All Funds
0.23%
New
40
Increased
85
Reduced
54
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
AWE
126
Avidian Wealth Enterprises
Texas
$438K 6,443 -15 -0.2%
EA
127
Ergawealth Advisors
Illinois
$436K 6,413 -589 -8%
GSEP
128
Golden State Equity Partners
California
$427K 6,288 +129 +2%
RF
129
RHS Financial
California
$424K 6,238 +6,238 New
RFN
130
Redwood Financial Network
Ohio
$423K 6,229 +392 +7%
FFA
131
First Foundation Advisors
California
$409K 6,021
PAS
132
Park Avenue Securities
New York
$405K 5,958 +669 +13%
DWP
133
Destiny Wealth Partners
Florida
$400K 5,881
Goldman Sachs
134
Goldman Sachs
New York
$398K 5,862
DT
135
Diversified Trust
Tennessee
$358K 5,270
IAA
136
Independent Advisor Alliance
North Carolina
$355K 5,228
RWB
137
RMR Wealth Builders
New Jersey
$354K 5,212 +5,212 New
CL
138
Choreo LLC
Illinois
$345K 5,081 -2,532 -33%
AWM
139
Apollon Wealth Management
South Carolina
$342K 5,034 -123 -2%
WFAG
140
Wescott Financial Advisory Group
Pennsylvania
$340K 4,997 -52 -1%
APW
141
Aurora Private Wealth
New Jersey
$305K 4,490
CW
142
Channel Wealth
California
$299K 4,404 -1,396 -24%
Comerica Bank
143
Comerica Bank
Texas
$297K 4,364 +2,015 +86%
XPN
144
XY Planning Network
Montana
$294K 4,333 +4,333 New
MWM
145
Mascagni Wealth Management
Mississippi
$293K 4,312 -9,307 -68%
ACA
146
Aptus Capital Advisors
Alabama
$282K 4,157 +8 +0.2%
Royal Bank of Canada
147
Royal Bank of Canada
Ontario, Canada
$278K 4,095 -64,346 -94%
LIM
148
Leavell Investment Management
Alabama
$277K 4,080 +4,080 New
TP
149
Tranquility Partners
Tennessee
$267K 3,924
TCBWMS
150
Texas Capital Bank Wealth Management Services
Texas
$258K 3,796 +3,796 New