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iShares US Small Cap Equity Factor ETF

234 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 33 funds opening new positions, 105 increasing their positions, 52 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
234
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
19
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WT
126
Washington Trust
Rhode Island
$743K
M1FG
127
Mach-1 Financial Group
Arkansas
$710K
IAS
128
Integrity Advisory Solutions
Texas
$710K
HWP
129
Hibernia Wealth Partners
Louisiana
$673K
CAL
130
Capital Advisors Ltd
Ohio
$671K
PPC
131
Park Place Capital
Alabama
$660K
LWA
132
LifeGoal Wealth Advisors
New York
$626K
RFN
133
Redwood Financial Network
Ohio
$604K
SPC
134
Sigma Planning Corp
Michigan
$567K
RF
135
RHS Financial
California
$564K
Creative Planning
136
Creative Planning
Kansas
$541K
WANY
137
Wealthspire Advisors (New York)
New York
$528K
OIA
138
OneDigital Investment Advisors
Kansas
$496K
AWE
139
Avidian Wealth Enterprises
Texas
$489K
GSEP
140
Golden State Equity Partners
California
$472K
SAM
141
Synergy Asset Management
Washington
$470K
PCM
142
Parsons Capital Management
Rhode Island
$469K
EA
143
Ergawealth Advisors
Illinois
$463K
SEIA
144
Signature Estate & Investment Advisors
California
$452K
DAS
145
Diversify Advisory Services
Utah
$449K
FFA
146
First Foundation Advisors
California
$448K
DWP
147
Destiny Wealth Partners
Florida
$437K
CAPTRUST Financial Advisors
148
CAPTRUST Financial Advisors
North Carolina
$434K
DT
149
Diversified Trust
Tennessee
$392K
IAA
150
Independent Advisor Alliance
North Carolina
$389K