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iShares US Small Cap Equity Factor ETF

147 hedge funds and large institutions have $867M invested in iShares US Small Cap Equity Factor ETF in 2024 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 56 increasing their positions, 39 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
147
Holders Change
+6
Holders Change %
+4.26%
% of All Funds
2.14%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.16%
New
19
Increased
56
Reduced
39
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SRCM
126
Signature Resources Capital Management
California
$33.5K
FFA
127
Founders Financial Alliance
North Carolina
$30.1K +$122 +2 +0.4%
GWS
128
Glassman Wealth Services
Virginia
$29.7K
APC
129
Aspire Private Capital
North Carolina
$24.8K +$2.76K +45 +13%
AT
130
Arlington Trust
Alabama
$23.1K
BTI
131
Blue Trust Inc
Georgia
$17.8K
VWM
132
Venturi Wealth Management
Texas
$15.8K
OIA
133
Optimum Investment Advisors
Illinois
$15.3K +$15.3K +250 New
MWM
134
MGB Wealth Management
Texas
$13.6K
MIM
135
Macroview Investment Management
Maryland
$12.7K
CWP
136
Concord Wealth Partners
Virginia
$11.9K
AWM
137
Avior Wealth Management
Nebraska
$11.7K
WWM
138
Wolff Wiese Magana
California
$11K
Qube Research & Technologies (QRT)
139
Qube Research & Technologies (QRT)
United Kingdom
$10.7K +$2.51K +41 +31%
CAL
140
Capital Analysts LLC
Pennsylvania
$9K +$9K +150 New
PO
141
Private Ocean
California
$7.28K
AssetMark Inc
142
AssetMark Inc
California
$4.84K +$4.84K +79 New
BC
143
Barrett & Company
Rhode Island
$4.41K
IA
144
IFP Advisors
Florida
$4.3K +$4.3K +70 New
RWA
145
Redmont Wealth Advisors
Illinois
$4.29K +$4.29K +70 New
SS
146
Sunbelt Securities
Texas
$3.43K
BIA
147
Bell Investment Advisors
California
$62
BCM
148
Brookstone Capital Management
Illinois
-$1.26M -19,874 Closed
CBFP
149
Cedar Brook Financial Partners
Ohio
-$1.22M -19,253 Closed
TC
150
Trilogy Capital
California
-$494K -7,762 Closed