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iShares US Small Cap Equity Factor ETF

156 hedge funds and large institutions have $1.07B invested in iShares US Small Cap Equity Factor ETF in 2024 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 76 increasing their positions, 33 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

157% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 7

130% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 33

24% more capital invested

Capital invested by funds: $867M → $1.07B (+$206M)

18% more funds holding in top 10

Funds holding in top 10: 1113 (+2)

6% more funds holding

Funds holding: 147156 (+9)

0.4% more ownership

Funds ownership: 81.39%81.79% (+0.4%)

Holders
156
Holders Change
+9
Holders Change %
+6.12%
% of All Funds
2.24%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.19%
New
18
Increased
76
Reduced
33
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
126
S.A. Mason
Michigan
$97.2K +$93.2K +1,465 New
SFC
127
SYM Financial Corp
Indiana
$91.1K
Comerica Bank
128
Comerica Bank
Texas
$78.6K
BWL
129
Bogart Wealth LLC
Virginia
$66.4K
CT
130
Colonial Trust
South Carolina
$66.3K
AF
131
Allworth Financial
California
$55K +$64 +1 +0.1%
MFG
132
Mendota Financial Group
Wisconsin
$50.2K
CTC
133
Central Trust Company
Missouri
$50K
FFA
134
Founders Financial Alliance
North Carolina
$46.1K +$12.9K +203 +41%
APC
135
Aspire Private Capital
North Carolina
$46K +$18.4K +289 +72%
SRCM
136
Signature Resources Capital Management
California
$36.4K
PTC
137
Private Trust Company
Ohio
$35.5K -$3.05K -48 -8%
GWS
138
Glassman Wealth Services
Virginia
$32.2K
AT
139
Arlington Trust
Alabama
$25.1K
VWM
140
Venturi Wealth Management
Texas
$22.5K +$5.09K +80 +31%
OIA
141
Optimum Investment Advisors
Illinois
$16.6K
MWM
142
MGB Wealth Management
Texas
$14.3K
Qube Research & Technologies (QRT)
143
Qube Research & Technologies (QRT)
United Kingdom
$14.2K +$2.54K +40 +23%
MIM
144
Macroview Investment Management
Maryland
$13.7K
CWP
145
Concord Wealth Partners
Virginia
$12.9K
WWM
146
Wolff Wiese Magana
California
$11.9K
AWM
147
Avior Wealth Management
Nebraska
$9.02K -$3.5K -55 -29%
BC
148
Barrett & Company
Rhode Island
$4.78K
IA
149
IFP Advisors
Florida
$4.67K
SS
150
Sunbelt Securities
Texas
$3.72K